Ep. 138: Aryeh Landsberg, 17Capital | NAV Lending and Fund-Level Capital Strategy
On this episode, Aryeh Landsberg, Managing Director at 17Capital, explains how NAV lending works as a flexible, fund-level capital tool for private equity managers—and why demand has been driven by op...
23 Jul 0s
Ep. 136: Jonty Yamisha, Axxonsoft | What It Takes to Execute a Value Creation Plan
On this episode, Jonty Yamisha, CEO of Axxonsoft, draws on a career that has spanned private equity underwriting, operating partner roles and the CEO seat to explain what gets lost when investors, ope...
9 Jul 47min
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
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
