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. 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...
16 Jun 42min
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
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
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
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
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
