Unity University (Unity U) reflects our belief in the importance of developing executive leadership capabilities. We believe in the need to provide rising and established executives with learning opportunities that are specific, iterative and most importantly accessible when they need them.
At Unity U, we create fluid teaching and learning opportunities for Executives from across the Unity network. Whether peer exchange, case studies, discussions with thought-leaders or curated gatherings, Executives have a direct and candid forum to address their top opportunities and challenges.
Unity U CFO Offisite in Q4 2025
We welcomed finance leadership from each of our portfolio companies to Dallas for an informative dinner discussing the evolution of AI to generative AI to the emerging Agentic AI, and how this is being woven into the Netsuite product. The group covered best practices for leveraging existing AI capabilities for identifying financial anomalies, generating reporting, and performing certain finance functions. The finance leaders discussed their processes for integrating add-on financials at an accelerated pace and traded ideas on tools and methods for successfully closing the monthly books and building budgets.
Unity U Innovator Series – Sharing Field-Tested Spycraft Strategies and Tactics in Q4 2025
Jeremy Hurewitz, a corporate sales professional, security expert and author of the book, ‘Sell Like a Spy: The Art of Persuasion’ explored the history of intelligence-gathering and leveraging his insights and work with former agents of the FBI, CIA and other federal departments. Jeremy shared the key lessons and techniques discussed in his book that can strengthen each of our abilities to connect, entice, and get deals done both in the business world and in our everyday life.
Unity U Talent Leaders and HR Professionals Offsite in Q3 2025
We welcomed talent leaders and HR professionals from our portfolio companies for an impactful evening of discussion and collaboration. The conversations centered around talent acquisition, professional development and M&A integration best practices within their respective businesses. Thank you to Corina Henseler, Jessica DiGiacomo, Luciana Herrera, and Kristen Schrader for participating in this impactful meeting and guest speakers, Amy Rodgers and Tim Schumm.
Unity U Innovator Series – Elite Athletes Leveraging Neuroscience and Physiology to Achieve Peak Performance in Q3 2025
Gaston Cordova, Director of Applied Science at Inner Excellence and a NeuroPerformance Coach, shared his perspective how elite athletes including PGA Tour professionals and business executives achieve peak performance on a daily basis. Additionally, Dr Cordova outlined the importance of performing “from the heart’ and finding the zone through breath work.
Unity U CFO Offsite in Q4 2024
We welcomed finance leadership from each of our portfolio companies to Dallas for an informative dinner discussion on pressing ‘Office of the CFO’ topics. We were joined by an experienced CFO who shared stories and best practices on topics including budgeting, KPIs, cash forecasting in high-growth (and acquisitive) environments
Unity U Innovator Series – Sharing Perspectives on Legal Documentation – in Q4 2024
Libby Ridley, Ryan McNulty and Charlie Inclan, Attorneys from Foley & Lardner LLP, shared experiences and best practices on how to effectively structure legal documentation across the transaction process.
Unity U Innovator Series – Sharing Insights on Geopolitics – in Q3 2024
Marko Papic, Chief Strategist, BCA Research, provided a tour of geopolitics and their historic impact on investment returns. Additionally, he shared a tactical view of the US economy and the potential for a near-term recession.
Unity U CXO Offsite in Q2 2024
We welcomed Executives from each of our portcos to Dallas to meet and interact over dinner conversation followed by a day of sessions, each led by a CXO in attendance. We enjoyed the opportunity to learn from one another, and highlight the similar challenges and opportunities facing each of our portfolio companies.
Unity U Innovator Series – Sharing Perspectives on Applications for Generative AI – in Q3 2023
Will Ballard, CEO, Civitas Learning, shared his views on the emerging use of Generative AI to drive effectiveness in sales & marketing and efficiencies in back-office operations.
Unity U Innovator Series – Sharing HR & Systems Lessons from Rapidly-Scaling Businesses – in Q2 2023
Karen Oliver-Behee, Founder & President, On-River Consulting, shared her best practices for how scaling organizations should prioritize their human capital function and continually work to ensure their organization design is keeping up with topline growth. Additionally, as former CHRO of rapidly scaling services platforms, Karen outlined lessons learned for scaling while maintaining operational rigor and a winning culture.
Unity U Innovator Series – Sharing Insights on Scaling Through Automation – in Q2 2023
Vinay Sukhwal, VP, Product Strategy & Operations, Equinox, shared his views on how to structure complex organizations for accountable decision-making and consistent results. Additionally, he outlined the power of emerging tools in scaling and automating digital marketing and customer acquisition.
DISCLAIMERS:
The information contained herein is not an offer to sell or a solicitation to purchase any investment. No investment shall be offered or sold to any person without such person first being provided with a subscription agreement or similar document setting forth the risks associated with any such investment. The information provided above reflects summaries of larger topics and is being provided for informational, illustrative, and discussion purposes only. The above is qualified in its entirety by reference to the final governing documents of the relevant fund. An investment in any fund managed or advised by Unity Partners LP is speculative and investors can lose some or all of their capital.
For illustrative purposes only. Actual diligence process may vary based on market and company dynamics and/or other factors. There can be no assurance that the Fund will be able to implement its investment strategies, or that the fund will be able to achieve its investment objectives.
