Growth Investor with GrowthCap’s RJ Lumba

Hosted by RJ Lumba

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267

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Oct 2026

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About the show

GrowthCap‘s RJ Lumba speaks with Investors, Entrepreneurs, and Executives to uncover insights and strategies for accelerating growth and succeeding in business.

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60 recent

October 21, 2026Episode 26921 min

Capital-Efficient Tech Investing: Volition Capital’s Larry Cheng

In this episode, we speak with Larry Cheng, Co-Founder and Managing Partner of Volition Capital, a Boston-based, technology-focused growth equity firm. Volition recently announced the final closing of Volition Capital Fund VI with $950 million in LP capital commitments. Fund VI continues the firm’s focus on capital-efficient companies as AI changes how technology businesses are built and scaled. Founded in 2010, Volition has invested in more than 60 B2B software, internet, and consumer companies. Fund VI brings its total assets under management to over $2.6 billion. As Managing Partner, Larry focuses on investment opportunities in transactional internet applications, e-commerce, digital health, and next-generation consumer brands. Prior to spinning out Volition in 2010, Larry was a partner at Fidelity Ventures, and he is also a guest lecturer at Harvard Business School, MIT Sloan School of Management, and USC Marshall School of Business. Volition was recognized as a Top Growth Equity Firm of 2025 by GrowthCap. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

October 14, 2026Episode 26828 min

Full-Spectrum FinTech Growth Investor: Motive Partners’ Scott Kauffman

In this episode, we speak with Scott Kauffman, Founding Partner and Head of Investments at Motive Partners, a private investment firm exclusively focused on financial technology and technology-enabled business services companies ranging from early-stage ventures to growth equity and buyout, that are primarily based in North America and Europe. Since its founding in 2016, Motive Partners has made 67 investments and raised $6.4 billion, backed by a team of more than 150 investors, operators, and innovators. Scott Kauffman joined Motive Partners in 2018. His focus is on strategy, investment thesis, deal origination, execution and value creation for the firm and its more than 15 Growth & Buyout portfolio companies. Prior to joining Motive Partners, Scott was a Partner at Oak Hill Capital Partners and a Managing Director within the Global Financial Institutions Group at Goldman Sachs. Motive was recently recognized as a Top Private Equity Firm of 2026 and Top Growth Equity Firm of 2025 by GrowthCap. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

October 8, 2026Episode 26722 min

People-first Private Equity: Alpine Investors’ Haley Van Cleve

In this episode, we speak with Haley Van Cleve, Partner at Alpine Investors, a people-driven, software-focused San Francisco private equity firm with over $18.5 billion in assets under management. Alpine has completed more than 1,000 investments throughout its history and has nine flagship funds. The firm has been around for 25 years and emphasizes building enduring companies by working with and developing exceptional people. Haley has been with Alpine for a decade, closing more than 30 deals and serving on the boards of six Alpine portfolio companies. She executes investments and supports companies across the software and services sectors. Haley also plays a key role in leading the investment team, helping it scale from six to more than 50 people. Alpine was recently recognized as a Top Private Equity Firm of 2026 and Top Growth Equity Firm of 2025 by GrowthCap. Haley supports GiveWell. To learn more about this organization click here . I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

September 30, 2026Episode 26620 min

Real Growth Partners for Founders: Serent Capital’s Stewart Lynn

In this episode, we speak with Stewart Lynn, Partner at Serent Capital, a growth-focused private equity firm that partners with founder-led B2B software and technology-enabled services companies. Founded in 2008, Serent has partnered with leadership teams at more than 100 software and technology-enabled services companies and today, the firm has more than $7 billion in assets under management. Stewart leads software investments across verticals including real estate, transportation, govtech, and entertainment. Since joining the firm in 2013, he has spearheaded numerous investments and supported executive teams on growth initiatives spanning strategy, GTM scaling, pricing, and M&A. Prior to Serent, he was a Vice President at the Seabury Group and a consultant at Bain & Company. Serent was recognized as a Top Private Equity Firm of 2026 and Top Growth Equity Firm of 2025 by GrowthCap. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

August 19, 2026Episode 2651 hr 1 min

AI Optimized (for Growth Investors): 2026 Jackson Hole Forum

It is a distinct pleasure to share with all of you our listeners this special episode which was recorded live at the third annual Jackson Hole Forum, which we hosted this past July. We had four notable speakers on this first panel and RJ Lumba moderated the conversation. The main theme for the panel was The Investor's Perspective on AI and Technology. Many of the questions came from audience members. For a bit of background, each year 30 participants are selected for the Jackson Hole Forum. Roughly half are leading growth investors while the other half are accomplished founders and CEOs. Many attendees were attending for their second or third time. In this discussion, RJ was joined by Corey LoPrete, Managing Director and Head of Private Equity Portfolio Management at GCM Grosvenor; Ashu Agrawal, Managing Director at TA Associates; Alex Fisher, Managing Director and Co-Head of Technology and Government at Madison Dearborn Partners; and Don Vu, AI and Data Advisor at ICONIQ Growth. Our conversation covered a broad set of topics from how they think about AI and the influence it has on the opportunities they pursue, to where the most disruption may happen, to pricing risk and exit multiples and beyond. We also talked about what it takes to build a world class investment firm. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

August 12, 2026Episode 26427 min

FinTech Value Creation: Corsair Capital's Alex Venino and Spencer Miles

In this episode, we speak with Alex Venino, Managing Director, and Spencer Miles, Technology Operating Partner, at Corsair Capital, a specialist investment firm with approximately $14.6 billion invested across Buyouts and Infrastructure. Founded as a J.P. Morgan private equity practice in 1992 before becoming an independent, partner-owned firm in 2006, Corsair specializes in control buyouts in the payments, software, and business services sectors, alongside value-added infrastructure investments. Alex joined Corsair in 2018 and is a member of the firm's Investment Team, serving on the boards of portfolio companies Spring Venture Group and HungerRush. Spencer works closely with portfolio companies on technology transformation, AI adoption, and operational value creation, drawing on more than 25 years of software engineering and technology leadership experience. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

June 24, 2026Episode 26321 min

AI Value Creation in Growth Equity: Bregal Milestone's Jan Bruennler and Visar Shabi

In this episode, we speak with Jan Bruennler, Managing Partner, and Visar Shabi, Portfolio CTO at Bregal Milestone, a leading European growth equity firm investing in fast-growing, mission-critical software businesses across Europe. With approximately €2.3 billion of capital and more than 60 investments completed since inception, Bregal Milestone provides growth capital and operational support to help build market-leading software companies. The firm is part of Bregal Investments, a leading global investment platform with over €24 billion in assets under management. As software companies navigate a rapidly evolving technology landscape, Jan and Visar discuss Bregal Milestone's approach to value creation, including how the firm supports portfolio companies through technology, product, and AI expertise. Jan co-founded Bregal Milestone and is a member of its Investment Committee, overseeing the firm’s AI initiatives. As Portfolio CTO, Visar works closely with portfolio companies on technology, product, and AI strategy, drawing on prior experience at Bain & Company and Brainlabs. Bregal Milestone was recognized as a Top Growth Equity Firm of 2025 and Top Private Equity Firm of 2025 by GrowthCap. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

June 10, 2026Episode 26226 min

Leading AI Infrastructure Investor: SIP's Co-Founder and CEO Brian Barlow

In this episode, we speak with Brian Barlow, Co-Founder and CEO of Sidewalk Infrastructure Partners (SIP), a company focused on building and scaling businesses that support the next generation of critical energy and digital infrastructure. As demand for energy and computing power continues to grow, existing infrastructure systems are facing increasing strain. SIP develops businesses and projects designed to help modernize these systems and enable more intelligent, scalable infrastructure for the future. Brian has spent more than three decades as a private markets investor across technology and infrastructure. Prior to co-founding SIP, he served as Director of Infrastructure Investments for Alphabet's urban innovation platform. Prior to that, he was a Managing director at American Infrastructure Funds. Earlier, Brian was a senior member of Scion Capital, the investment firm founded by Dr. Michael Burry and featured in The Big Short. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

May 28, 2026Episode 26119 min

Bespoke Capital for Growth Companies: Sixth Street Growth’s Mike McGinn

In this episode, we speak with Mike McGinn, Partner and Co-Head of Growth at Sixth Street. He is based in New York and focuses on private investments in growth-oriented companies. Sixth Street Growth provides growth equity and bespoke capital solutions to mid- and late-stage technology companies. It is the dedicated growth investing platform of Sixth Street, a leading global investment firm with over $130 billion in assets under management and committed capital. Through its Growth strategy, Sixth Street has invested over $13 billion in more than 90 companies. Prior to Sixth Street, Mike was a Managing Director in AmSSG at Goldman Sachs. Previously, he was Co-Head of PCI, AmSSG’s growth capital business, and worked in AmSSG’s multi-strategy investing group and specialty lending group. Earlier in his career, Mike worked in the Global Investment Research division at Goldman Sachs. Sixth Street Growth was recognized as a Top Growth Equity Firm of 2025 by GrowthCap. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

May 13, 2026Episode 26017 min

Flexible Capital for Fintech: Portage Capital Solutions’ Devon Kirk

In this episode, we speak with Devon Kirk, General Partner at Portage Capital Solutions, the flagship growth strategy within Portage, focused on providing flexible capital solutions to later-stage fintech and financial services companies. Portage is a global investment platform with $6.4 billion in assets under management and more than 25 investment professionals across North America, Europe, and the Middle East. The firm has invested in over 100 companies since inception and invests across stages through Portage Ventures and Portage Capital Solutions. Portage is part of Sagard, a global multi-strategy alternative asset manager with over $46 billion in assets under management. Devon joined the firm in 2022 and co-leads growth equity, structured equity, and special situations investments across financial technology and financial services companies globally, and helps drive the fund’s overall strategy. She is based in Toronto. Previously, Devon spent over a decade at CPP Investments, and earlier in her career worked at BMO Harris Nesbitt and Linklaters. Portage Capital Solutions was recognized as a Top Growth Equity Firm of 2025 by GrowthCap. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

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