The Value Proposition of IP led services in Private Equity

Zinnov Podcast - Decoding Private Equity series

14-12-2022 • 18 mins

In this pilot episode of our Decoding Private Equity series, Pari Natarajan, CEO, Zinnov, sits down with Charles Phillips, Co-Founder, RECOGNIZE to discuss how IP-led services assets have created a niche, to attract private equity funding.

Charles, the former CEO of Infor, founded RECOGNIZE along with Cognizant’s co-founder, Frank D’Souza to incubate and grow companies that cater specifically to certain Clouds. RECOGNIZE’s investment thesis of targeting IP-backed services assets has been different from the tried and tested ones that PE firms have been following, and that’s what makes it stand out.

In this conversation, he unpacks how the company was founded, how RECOGNIZE identifies IP-led services companies, and how they can empower large hyperscalers. Pari and Charles also discuss how there is a shift towards ERP systems, either through custom development or existing ones, so that they fit the unique needs of an industry. Tune into this episode to learn more from this technology industry veteran.