Ep. 133: Michelle Noon, Clearhaven Partners | Partnership-Driven Software Investing in the AI Era

Ep. 133: Michelle Noon, Clearhaven Partners | Partnership-Driven Software Investing in the AI Era

On this episode, Michelle Noon, Managing Partner and Founder of Clearhaven Partners, joins Shiv Narayanan to break down how investors and operators build enterprise value in software companies through true partnership, concentrated bets and operational depth. You'll learn why running fewer deals per fund changes the math on time, attention and alignment with management teams, and why intentionally entering investments with lower leverage keeps the latitude needed to operate.

You'll also hear a candid view of how AI is reshaping software investing—the case for building an internal Claude skills marketplace, the mental model of pairing incumbency advantage with an AI-first mindset and how to re-imagine functions like sales from a blank sheet without ignoring the realities of change management.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

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Episoder(135)

Ep. 135 : Tyler Newton, Catalyst | Growth Investing and Creating Value from Entry to Exit

Ep. 135 : Tyler Newton, Catalyst | Growth Investing and Creating Value from Entry to Exit

On this episode, Tyler Newton, Managing Partner at Catalyst, makes the case for a disciplined approach to growth investing that sits between VC and buyout—and what operators and investors can learn fr...

25 Jun 41min

Ep. 134: Christian Chauvet, Lee Equity | Vertical Investing and Value Creation in Healthcare and Financial Services

Ep. 134: Christian Chauvet, Lee Equity | Vertical Investing and Value Creation in Healthcare and Financial Services

On this episode, Christian Chauvet, Partner at Lee Equity, shares how vertical focus creates a structural advantage in healthcare and financial services investing—and what it takes to build and scale ...

18 Jun 36min

Ep. 132: Eugene Polevoy, Blue C Capital | The Independent Sponsor Model and Alignment-First Deals

Ep. 132: Eugene Polevoy, Blue C Capital | The Independent Sponsor Model and Alignment-First Deals

On this episode, Eugene Polevoy, Founder and Managing Partner at Blue C Capital, joins the show to unpack the independent sponsor model—how the firm closes nine-figure deals without raising a committe...

4 Jun 39min

Ep. 131: Matt Amico, Turn/River Capital | Growth Engineering and the FVCP Framework

Ep. 131: Matt Amico, Turn/River Capital | Growth Engineering and the FVCP Framework

On this episode, Matt Amico, Partner and Co-head of the Investment Team at Turn/River Capital, walks through the growth engineering playbook his firm uses to drive returns across its software portfoli...

29 Mai 39min

Ep. 130: Bobby Ocampo, Blueprint Equity | The Missing Middle and Hands-On Value Creation

Ep. 130: Bobby Ocampo, Blueprint Equity | The Missing Middle and Hands-On Value Creation

On this episode, Bobby Ocampo, Co-Founder and Managing Partner at Blueprint Equity, discusses how to identify whether a bootstrapped business has what it takes to scale, and what it takes to build the...

21 Mai 41min

Ep. 129: Arjan Hannink, Keensight Capital | Building an Embedded Value Creation Team at Scale

Ep. 129: Arjan Hannink, Keensight Capital | Building an Embedded Value Creation Team at Scale

On this episode, Arjan Hannink, Partner at Keensight Capital, explains how their growth buyout firm structures hands-on value creation support across a portfolio of B2B software and IT services compan...

19 Mai 34min

Ep. 128: Amy Kramer, Level Equity | Go-To-Market Benchmarks, Outbound Efficiency and AI Visibility

Ep. 128: Amy Kramer, Level Equity | Go-To-Market Benchmarks, Outbound Efficiency and AI Visibility

On this episode, Amy Kramer, Head of the Go-To-Market Operating Group at Level Equity, shares findings from their 2026 Go-To-Market Insights Report—a benchmark study covering sales efficiency, marketi...

14 Mai 40min

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