Leap to Scale
Leap to Scale is for technology curious leaders of service firms who want higher margins without adding headcount. Each week, Justin Davis and Greg Ross-Munro show how to turn firm expertise into repeatable, sellable technology products: SaaS, packaged workflows, and AI-powered tools clients can buy again and again. With AI, more of your know-how can be captured, standardized, and protected as IP instead of being rebuilt in every engagement.
We focus on practical decisions: what to productize, how to price it, when to build vs. buy, and how to use AI responsibly without risking delivery quality or margin. Clear steps, real tradeoffs, usable examples.
Leap to Scale
Investing in Innovation: How Technology Shapes PE Strategies
In this episode, Sara Altenhoff is joined by Justin Davis, VP of UX at Sourcetoad, and Greg Ross-Munro, CEO of Sourcetoad. The three discuss the huge potential for technology to shape and transform the strategies of PE firms.
Key Takeaways:
- Understanding PE Firms: Explanation of the goals of PE firms and the complexities of managing holding companies.
- Value Growth through Operational Improvements: Learn how PE Firms can increase the value of their holdings through operational efficiencies.
- Why Tech is Table Stakes: Exploration of why technology is the best way to implement operational efficiencies and increase the value of holding companies.
Tune in today to hear actionable insights from fintech experts on increasing portfolio value through digital transformation.