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In private equity and growth equity, strategy integrity is everything.

Brian Neider makes a point many in the industry quietly agree with but rarely say out loud: LPs don’t just invest in performance, they invest in a strategy, and they expect firms to actually follow it.

For LPs, the scoreboard is simple: DPI, TVPI, IRR.
Real returns. Real distributions. Realized outcomes.

What separates firms that consistently deliver those outcomes from those that don’t? A few fundamentals:

1. Define exit pathways upfront
Great firms don’t hope optionality appears later. They understand the likely exit routes before writing the check — strategic M&A, PE buyout, secondary sales, IPO, or redemption. Most exits come from the first four. If those paths aren’t viable, the deal probably isn’t either.

2. Don’t rely on the ‘great company’ myth
Most companies won’t become outliers. Many will fall into the middle of the bell curve — solid but not exceptional. And “just okay” rarely attracts buyers. That’s why defensibility matters: positioning, product strength, customer stickiness, and economics that stand out.

3. Build real DPI, not theoretical value
Paper gains are easy, but distributions are hard. The firms that define exit strategies early, and invest accordingly, create the conditions for DPI long before liquidity events happen.

Clarity on exit paths, discipline on strategy, and rigor around defensibility are what turn investments into distributions.

Hear the full conversation on the Brilliant People Podcast⬇️

🎥 YouTube: https://acertitu.de/brian-neider-youtube

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