Sarah McLean, CCO at Pretty Technical, joins Savvy Capital Show to dig into platform freedom in iGaming. We talk code ownership, partner programs that create leverage, and how operators escape vendor lock in without breaking compliance.
William Bonalume, COO at Open Gaming and ex Meta payments director in Brazil, joins Savvy Capital Show to map the operating system behind regulated iGaming. We get into PIX at scale, KYC and fraud controls with AI assist, and the governance you need to keep licenses safe and P&L healthy.
Neil Metzler, Founder and CEO of Omnisent Sports and ex AWS, joins Savvy Capital Show to unpack how real-time sentiment becomes signal for pricing, product, and media. We talk ingesting the pulse of the game into ML pipelines, explainability that wins enterprise deals, and a go-to-market aimed at NFL 2025.
Vadym Sotskov, Country Head at JugaBet, joins Savvy Capital Show to unpack how AI, cultural nuance, and on site activations power iGaming in LATAM. We get into microbetting as a product strategy, real time personalization, and how to run compliant growth in noisy markets.
Richard Tran, Founder of Payday Fantasy, joins Savvy Capital Show to break down the real work of building a daily fantasy sports product. We talk AI powered projections, fair scoring, and payouts that users trust. We cover growth loops, risk controls, and how to keep CAC sane while LTV climbs. If you build in fantasy, betting, or sports tech, this is a crisp playbook.
Sean Donkin, Marketing Manager at Podium, joins Savvy Capital Show to unpack how interoperability, live data, and practical AI change the sports betting stack. We get into rebrands that sharpen positioning, what actually closes enterprise deals, and how to turn data assets into fan and revenue outcomes
Giovanni Bertoli, Co founder and CEO at Wall Street Football, joins Savvy Capital Show to unpack the tech behind modern sportsbooks. We get into AI for pricing player props, real time data pipelines, and how to ship models that traders and compliance trust.
Valentina Dubovets, Marketing Lead at 1spin4win, joins Savvy Capital Show to unpack how data and AI reshape iGaming marketing. We cover creative ops with AI assists, performance systems that link releases to revenue, and expansion plays that travel across regions. Practical tactics from a team that added 380 plus clients and grew GGR over 66 percent.
Brian Anderson, CEO of FlyQuest, joins Savvy Capital Show to break down how AI and data shape modern esports. We talk revenue models beyond prize pools, AI powered fan engagement, and brand work that travels across platforms.
Adam Azor, EVP Global Marketing at Sportradar, joins Savvy Capital Show to unpack how live data, AI, and partnerships are changing sports marketing. We get into dynamic creative, real-time fan engagement, and how to prove sponsorship ROI with numbers leaders trust. If you run growth for a rights holder, brand, media platform, or sportsbook, this is a playbook episode.
Sportradar’s Adam Azor breaks down how live data and AI drive real outcomes in sports marketing. We cover dynamic creative, real-time triggers, and a simple model for sponsorship ROI that finance will back.
Konstantins Vasilenko, Co-founder of Paybis, joins Savvy Capital Show to talk real-world crypto payments, how Banking-as-a-Service actually ships, and what operators miss about high-risk verticals like iGaming.
Crypto payments without the hype. Konstantins lays out how stablecoins reduce friction, why ramps are a growth lever, and how to get global coverage while staying compliant.
In this gaming industry deep dive series, we kickoff with Karolina Pelc, Founder of BeyondPlay (Exited to FanDuel) where she lays out a clear path from scrappy to scalable - and gives us an insight on how she did it.
We focus on what actually compounds for builders in 2025:
Picking distribution channels you can own (and when to kill experiments),
Pricing that signals value and lifts profit,
The first ten hires-scorecards, systems, and speed without bureaucracy.
Expect concrete frameworks, examples you can copy, and a standard of proof that favors revenue over vanity metrics. Perfect for founders, GMs, and operator‑builders turning early traction into a durable growth engine.
https://savvycapitalshow.com/
Jon Ferguson @ Ashgrove Capital with The Savvy Capital Show at SRI
Why borrowers are choosing ARR credit over equity while valuations reset, and where Ashgrove sees real risk in pan-European software and services.
Underwriting focus on product stickiness and cohort behavior: gross and net retention, down-sell, up-sell, and how mission-critical use drives churn.
Market exposure matters: creditworthiness of SME customer bases and cyclicality drive volatility more than headline growth.
GTM efficiency as a predictor: CAC, payback, LTV to CAC, and unit economics separate durable growth from cash-burn.
Covenant design tied to value: growth-to-ARR and minimum liquidity to catch inefficiency early; comfortable with negative EBITDA only when efficient growth is provable; rule-of-40 discipline has returned in valuations.
Super Return Day 2 with Eliot Kerlin @ Broadwing Capital
Thesis: shift from residential to commercial reroofing where barriers to entry are higher and multi-month HOA and condo tower projects support better valuations and scale.
Market: roofing M&A up ~117% over six years; since fall 2023 entry, multiples have risen about 1.5 turns.
Platform building: Broadwing’s third platform is Lehr (lehr.com), an emergency vehicle upfitter with six locations across three western states, showing fast add-on execution.
Sourcing engine: two decades of networks plus small business brokers, lawyers, RIAs, accountants, private company databases, site scraping, outbound callers, and direct phone outreach.
Post-close playbook: 10-day risk and controls hot list, then a 120-day Fortify the Foundation phase to install talent, tech, and operating cadence before scaling via organic growth, M&A, and greenfield; state-by-state regulation is a key input.
Our SRI interview with Peter Kirsch at Blue Marlin Partners.
Get the inside scoop on a PE firm with a totally different model, their investors actually own part of the company.
Learn how they use a private network of 75+ expert operators (their "secret sauce") to find deals and improve the businesses they buy.
Hear the story of how they almost passed on a Dunkin' Donuts deal that ended up becoming a $230 million business for them.
Find out why trusting their experts is so important, they'll even walk away from a deal that looks like a sure thing.
He also talks about their latest investment in a fast-growing Hawaiian BBQ chain and why they believe it's a winner.
In this episode of the Savvy Capital Show, host Christopher Pruijsen interviews Vadim Rogovskiy, founder of Rebel Capital. Vadim shares his journey from being a serial founder to a venture capitalist and now an operator focused on acquiring VC orphan companies. He discusses the challenges and opportunities in the acquisition space, particularly for software companies, and outlines his strategies for building a successful portfolio. The conversation delves into the importance of operational efficiency, the capital stack for acquisitions, and the future growth plans for Rebel Capital, aiming for $100 million in ARR by 2030.
Timeline:
In this episode of the Savvy Capital Show, Jeremy discusses his unique background in private equity and the complexities of the Med Spa industry. He highlights the growth trends, operational challenges, and innovative strategies for customer acquisition and service enhancement. Jeremy emphasizes the importance of operational execution, the role of AI in improving efficiency, and the significance of understanding industry-specific secrets for success. He shares insights on acquisition strategies and the psychological aspects of engaging with potential partners in the Med Spa space.Chapters
Takeaways
In this episode of the SuperReturn International Savvy Capital Show, host Chris interviews Arvy from Willgrow, a leading family office LP from Lithuania. The discussion covers a range of topics, including the growing market in secondaries, investment philosophies, and key metrics for fund commitments. Arvy explains Willgrow's approach to investing in top-quartile funds, their geographic focus on Western Europe and the US, and their long-term commitment to GPs. The episode also delves into Willgrow's patient investment strategy, their views on DPI versus IRR, and their current focus on fund commitments over co-investments. Arvy also offers advice for first-time GPs looking to partner with Willgrow.
00:00 Introduction to SuperReturn International
00:31 The Appeal of Secondary Markets
01:03 Investment Philosophy and Metrics
01:43 Importance of DPI and IRR
02:25 Willgrow's Long-term Commitment
03:05 Geographic Focus and Investment Strategy
03:43 Family Office Investment Decisions
04:23 Message to GPs and Final Thoughts
Join us at the SuperReturn International conference as we dive deep into the world of private credit with Matthew Harvey, Head of Direct Lending for PGIM, on The Savvy Capital Show. In this insightful interview, Harvey discusses the impact of tariff volatility on the shift from bank syndicates to private credit. He explains the new covenant packages and policy risk adjusters being implemented to protect lenders. Harvey also shares his perspective on the least crowded niches in private credit, the opportunities within cash flow-based direct lending, and the potential in lending to software businesses with strong ARR but weaker EBITDA. Don't miss his thoughts on the appeal of mid-market credit, the Australian market, and the role of AI in early warning systems for loan monitoring.
00:00 Introduction and Welcome
00:08 Impact of Geopolitics on Private Credit
00:16 Covenant Packages and Policy Risk Adjusters
00:30 Volatility and Private Credit Value
00:46 Protection Standpoint in Private Credit
01:47 Least Crowded Niches in Private Credit
02:13 Opportunities in Non-Sponsored Companies
03:06 Lending to Software Businesses
04:44 Under-Tapped Opportunities in Mid-Market Credit
06:10 Australia's Direct Lending Market
07:15 AI in Loan Scoring and Early Warning Signals
07:46 Key Indicators for Exiting or Repricing Deals
08:24 Importance of Direct Engagement with Issuers
09:15 Conclusion and Final Thoughts
In this episode of the Savvy Capital Show at SuperReturn International, host Chris interviews Edmond, the managing partner of Axiom Asia Private Capital. They discuss the recent success of Axiom's Fund VII, which raised over $1.28 billion despite a challenging fundraising environment in Asia. Edmond shares insights on investment metrics, opportunities in Asian secondaries, and the potential of various markets including Japan, India, Australia, South Korea, and China. He also addresses the impact of geopolitical tensions and tariffs on their investment strategy, while highlighting the growing significance of the Asia-Pacific region, projected to be a major economic hub by 2030.
00:00 Introduction and Welcome
00:09 Fund VII Success Amidst Weak Fundraising
00:56 Asia's Secondary Market Opportunities
02:17 Country-Specific Insights: Japan, India, Australia, and South Korea
03:45 China's Evolving Investment Landscape
06:35 Impact of Tariffs on Investment Strategy
08:42 Closing Thoughts on Asia Pacific's Growth