Data-Driven Portfolio Management in Growth Equity

Building a category-defining company is hard. Backing one at scale is harder.

In this episode, our host Usman Rabbani sits down with Drew Pearson — Partner and Portfolio Committee Member at Brighton Park Capital and former Chairman of the Portfolio Committee at General Atlantic — for a candid conversation on what separates the growth firms and founders that break through from those that don't.

Drew draws on nearly three decades at the intersection of capital and company-building to share the metrics he's found to be most useful in evaluating long-term value creation potential, where investors often misjudge risk (even when the numbers look strong), and what the best CEO-investor partnerships look like from both sides of the table.

Whether you're scaling a technology company or evaluating where to deploy capital, this episode offers a rare look inside the discipline and decision-making that drives exceptional outcomes in growth equity.