Ep. 137: Jonathon Ferguson, AshGrove Capital | Bespoke Financing and Underwriting B2B Software
On this episode, Jonathon Ferguson, Co-Founder and Managing Partner at AshGrove Capital, explains how bespoke financing solutions for B2B software differ fundamentally from both direct lending and ven...
16 Juli 40min
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 Juli 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 Juni 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 Juni 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 Juni 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 Juni 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 Maj 39min
