Charles-Boris Pavard launches Call Me Warren to make Private Equity more selective
19,000 funds compared with 14,000 restaurants. The comparison comes from Alisa Wood, Co-CEO of KKR, and it sums up the situation perfectly: the private markets are not short of options — what they lack is selection.
That selection has never mattered more. For twenty years, three key drivers fuelled returns: low interest rates, abundant leverage and expanding multiples. All three have been under pressure in recent years.
Today, nearly 80% of value creation comes from EBITDA growth, compared with 29% in 2010. Performance is no longer driven by the market, but by the fund manager.
Yet every fund manager claims to deliver operational growth, and by definition, only 25% can rank in the top quartile. Separating them requires serious work: properly analysing a data room can take three to four weeks.
It was this realisation that led Charles-Boris Pavard (Class of 2014) to co-found Call Me Warren. The company analyses, scores and selects funds for Family Offices and Entrepreneurs, combining proprietary data, AI and investors’ experience.
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