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Ep. 133: Michelle Noon, Clearhaven Partners | Partnership-Driven Software Investing in the AI Era
Season 4 Episode 28
On this episode, Michelle Noon, Managing Partner and Founder of Clearhaven Partners, joins Shiv Narayanan to break down how investors and operators b…
4 months ago
Ep. 132: Eugene Polevoy, Blue C Capital | The Independent Sponsor Model and Alignment-First Deals
Season 4 Episode 27
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 …
4 months, 1 week ago
Ep. 131: Matt Amico, Turn/River Capital | Growth Engineering and the FVCP Framework
Season 4 Episode 26
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…
4 months, 2 weeks ago
Ep. 130: Bobby Ocampo, Blueprint Equity | The Missing Middle and Hands-On Value Creation
Season 4 Episode 25
On this episode, Bobby Ocampo, Co-Founder and Managing Partner at Blueprint Equity, discusses how to identify whether a bootstrapped business has wha…
4 months, 3 weeks ago
Ep. 129: Arjan Hannink, Keensight Capital | Building an Embedded Value Creation Team at Scale
Season 4 Episode 24
On this episode, Arjan Hannink, Partner at Keensight Capital, explains how their growth buyout firm structures hands-on value creation support across…
4 months, 3 weeks ago
Ep. 128: Amy Kramer, Level Equity | Go-To-Market Benchmarks, Outbound Efficiency and AI Visibility
Season 4 Episode 23
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…
5 months ago
Ep. 127: Jim Ferry of Volition Capital | Moats, Defensibility and Investing in the Age of AI
Season 4 Episode 22
On this episode, Jim Ferry, Partner at Volition Capital, shares how AI is reshaping the growth-stage investment landscape and what it means for the c…
5 months, 1 week ago
Ep.126: Joe Mancini, Front Porch Venture Partners | The Hybrid Fund Model and Building Software Moats
Season 4 Episode 21
On this episode, Joe Mancini, Co-Founder and Partner at Front Porch Venture Partners, explains how a hybrid fund-of-funds model works in practice—dep…
5 months, 2 weeks ago
Ep. 125: Arvindh Kumar, EQT | Pairing Defensive Assets with AI-Forward Leadership to Drive Returns
Season 4 Episode 20
On this episode, Arvindh Kumar, Partner and Co-Head of EQT's Global Technology Sector Team, explains how private equity firms can turn AI laggard com…
5 months, 3 weeks ago
Ep.124: Shiv Narayanan of How To SaaS | The 7-Step AI Marketing Blueprint
On this episode adapted from a recent webinar, Shiv Narayanan, CEO and Founder of How To SaaS and bestselling author of AI Marketing Blueprint, expla…
5 months, 3 weeks ago