TIM TALKS Private Equity & Venture

Institutional private equity and venture capital podcast, without the marketing deck. This show is for GPs running funds and managers raising the next one, with institutional LP investors and allocators very much in mind. We cover fundraising, diligence, GP–LP alignment, and portfolios across: buyout, growth, early-stage and later-stage VC mostly in the lower-mid-market and mid-market, plus secondaries, co-investments, CVs and directs always asking how it lands with investment committees, pensions, endowments, wealth managers, and family offices. If you work in institutional private markets and want the conversation that usually happens off-mic, this is it.

TIM TALKS Private Equity & Venture is a business podcast hosted by Timothy Cunningham, with 11 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Timothy Cunningham hosts TIM TALKS Private Equity & Venture, a business show with 11 episodes published.

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  TIM TALKS Private Equity & Venture

  Pan-European Lower Mid-Market Buyouts - Keyhaven Capital’s Teddy Mouawad

  Apr 21, 202657 minS0

  <p>Keyhaven Capital Partners specializes in pan-European lower mid-market buyouts, partnering with independent sponsors to execute control investments in resilient, founder-led businesses up to 250 million euros in enterprise value. Since pivoting from a fund-of-funds model in 2017, the firm has raised four vehicles totaling roughly 650 million euros and built a hands-on, buy-and-build strategy that has delivered a realized current track record of 2.4x net MOIC and 24% net IRR across three funds.</p><p>In this episode, Teddy Mouawad, Partner and Co-Head of Investments at Keyhaven Capital, walks through how the firm actually works with independent sponsors on the ground and why...

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  TIM TALKS Private Equity & Venture

  Lower-Mid-Market Healthcare Private Equity Buyouts — HealthEdge’s Scott Heberlein

  Mar 30, 20261h 6mS0

  <p> Lower middle market healthcare investing rarely gets the attention it deserves. The deals are smaller, the companies are messier, and the work required to turn a founder-run practice into an institutional-quality business is substantial. But for firms willing to do that work consistently, the returns can be compelling.</p><p>Scott Heberlein is a partner at HealthEdge Investment Partners, a Tampa-based private equity firm that has focused exclusively on small-cap healthcare for over two decades. Since 2005, the firm has completed more than 80 transactions across four funds, returned $400 million to its limited partners, and generated a 3.4x gross MOIC on r...

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  TIM TALKS Private Equity & Venture

  Deep Tech VC from Lab to Launch — SmartGate VC’s Areg Alimian and Ashot Arzumanyan

  Mar 5, 20261h 18mS0

  <p>Deep tech investing focuses on companies built around fundamental technical breakthroughs rather than incremental software improvements. These businesses tend to emerge from research labs, require longer development cycles, and carry real technical and regulatory risk. The tradeoff is defensibility. If the technology works, it’s difficult to replicate.</p><p>I’m joined by Areg Alimian and Ashot Arzumanyan, co-founders and partners at SmartGate VC, to discuss how they approach that tradeoff in practice. SmartGate’s strategy is deliberately positioned ahead of the hype cycle. Rather than pursuing software-only or “AI wrapper” startups, the firm concentrates on physical AI, secure edg...

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  TIM TALKS Private Equity & Venture

  Mining Private Equity with Real DPI — Hawke’s Point GP Pim Kalisvaart

  Jan 21, 20261h 5mS0

  <p> Mining touches nearly everything in modern life, yet it remains one of the most misunderstood and underappreciated corners of private markets. I sit down with Pim Kallisvaart to explore why mining private equity has struggled historically, why traditional buyout playbooks don’t work in this sector, and what it actually takes to generate real returns in an industry governed more by geology than financial engineering.</p><p>Pim shares his journey from growing up in the Netherlands to studying finance, joining JPMorgan’s mining team during the early 2000s commodity supercycle, and eventually co-founding Hawkes Point Capital. We talk about...

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  TIM TALKS Private Equity & Venture

  Early-Stage Venture Capital for Radical Life Extension — LongGame Ventures’ Will Harborne

  Jan 6, 202659 minS0

  <p>Aging has quietly become one of the most consequential variables in healthcare, economics, and long-term investing, even though it’s rarely treated that way in capital markets. That gap between impact and attention is where this conversation begins.</p><p>My guest is Will Harborne, co-founder and general partner of LongGame Ventures. Will comes to longevity from an unconventional background. He trained as an engineer, spent years in crypto and venture-backed infrastructure, including time at Tether, and built companies in spaces most people still consider speculative. That early exposure to frontier technology shaped how he thinks about risk, incentives, an...

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