Valmarga · Insights
Essays on governance, regulatory risk and exit value — written for mid-market fund managers, and for the founders who will one day sit across the table from them.
No. 08
PE Readiness · Series B
Governance preparation is a sequence of interventions that turns a PE conversation from one in which a buyer identifies risk into one in which they confirm quality.
No. 07
Valuation · Series B
Valuation is a function of how risk is perceived. Premium valuations come from preparation that changes what a buyer actually finds.
No. 06
Governance · Series B
None of them are fatal. All of them are fixable. The question is whether you fix them before or during the process.
No. 05
PE Readiness · Series B
The first thing a buyer's governance counsel reads is your board minute book. What they find there shapes every conversation that follows.
No. 04
Exit Value · Series A
Buyers do not pay a premium for governance effort. They pay a premium for governance evidence. The two are not the same thing.
No. 03
LP Relations · Series A
Institutional LPs and sophisticated buyers have converged on the same governance questions. The funds that prepare proactively raise on materially better terms.
No. 02
Regulatory Risk · Series A
CSRD, CSDDD and California SB 253 reach US portfolio companies through customers and revenues — not only direct operations.
No. 01
Governance · Series A
Every dollar of exit proceeds that disappears in negotiation has a cause — one that was identifiable, and fixable, eighteen months earlier.
No essays match that combination — yet.
Start Here
If you are eighteen months from an exit — or eighteen months from your first PE conversation — and have not stress-tested your governance posture, this is where to start.
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