Private Equity Value Creation Podcast
Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation
Episodes
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 opportunity rather than stress.
Hear how NAV facilities fit alongside traditional portfolio company debt, subscription lines and continuation vehicles across the fund lifecycle. Learn how 17Capital underwrites deals by assessing man...
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 venture debt—and why underwriting on conviction rather than exit optionality changes how you structure a deal.
Hear how to think about valuing a software business as a lender, why proprietary data and vertical software have proved re...
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, operators and portco leaders don't speak the same language—and how to close that gap.
Hear how the "what needs to be true" reframe transforms a top-down financial mandate into a shared problem-solving conversation, and why building a...
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 from it.
Learn how to underwrite deals at the growth stage without relying on leverage or the power law—and why paying a fair price in the right sector matters more than finding the perfect company. Hear how to build a five-ye...
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 founder-led businesses in highly regulated, service-intensive industries.
Hear how a people-process-systems playbook drives organic growth across healthcare and financial services portfolios, why boots-on-the-ground referral netwo...
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 le...
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 committed fund and structures economics around carry instead of management fees.
Learn why the bottleneck inside a portfolio company shifts quarter to quarter, and why knowing when to exit is more art than science. Plus, learn how AI now ...
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 portfolio. Learn why software investing has moved past financial engineering and cost engineering—and what it takes to apply a more systematic approach to revenue today.
Hear how the FVCP framework—funnels, volume, conversion and pr...
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 go-to-market infrastructure that gets it there.
Bobby walks through the three signals he looks for when assessing a company's growth potential, why resisting pressure to raise a larger fund can help firms stay competitive in the 'missi...
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 companies. Learn why Keensight built an internal team of close to 40 value creation professionals—including in-house CPO, CTO, CMO and CRO functions—and how that team operates alongside management rather than above it.
Hear about ...
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, marketing spend, headcount, compensation and AI adoption across their portfolio companies.
Amy and Shiv dig into what the data shows: why SDRs are having to reach out to more prospects to book the same number of meetings, how the best-pe...
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 companies they back.
Jim covers why employee count is no longer a reliable signal of company maturity, where real defensibility comes from when code itself is becoming a commodity, and what moats still hold up — from first-party data and proprietary integrations to network effects ...
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—deploying capital both into early-stage venture funds as an LP and directly into seed and Series A companies, with a deliberate focus on the Southeast.
Learn why the most defensible moats in software today are being built around go-to-market and purpose-built vertical features rather...
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 companies into AI winners — and why getting that transformation right starts with the CEO.
Arvindh walks through the defensive attributes he looks for when underwriting software investments, including proprietary data, embedded workflows and network effects, and explains how those ch...
On this episode adapted from a recent webinar, Shiv Narayanan, CEO and Founder of How To SaaS and bestselling author of AI Marketing Blueprint, explains how companies can adapt their go-to-market and thrive in an AI-first world.
Companies everywhere are missing their revenue targets, and the old playbook is breaking down. Inbound is getting more expensive, more competitive, and less effective.
Why? Because, in an AI-first world, most...
On this episode, Bob Morse, Co-Founder and Managing Partner at Strattam Capital, shares how founder-led vertical software companies can embed AI meaningfully into their products and avoid being left behind as the market shifts.
Hear how Strattam approaches AI adoption across its portfolio—from replacing year-long custom development backlogs with 48-hour turnarounds, to tracking the share of deals where AI features are the deci...
Luke Sarsfield, CEO and Chairman at Ridgepost Capital, shares how a fund of funds platform can generate differentiated alpha by staying disciplined about market focus and building proprietary data advantages over time.
Luke explains why concentrating on the middle and lower middle market creates structural advantages that broader platforms miss, and how collecting deal-level data across 20-plus years turns an LP relationship into ge...
Ray Carey, Head of NextLevel Operations at Level Equity, explains how private equity firms can take a more systematic approach to driving value across their portfolio with operational support. Hear how Level Equity prioritizes their time and resources, why they connect activities to valuation with metrics, and how firms can identify where operational intervention will have the greatest impact.
Tune in to learn how to build an ...
On this episode, Cory Eaves, Partner and Head of Portfolio Operations at BayPine, discusses how private equity firms can turn a need for technology transformation into a repeatable value creation lever, rather than a diligence risk. Drawing on his experience as a multi-time CTO and operating partner, Cory explains how portfolio operations teams can work with management to better identify and prioritize technology opportunities acro...
On this episode, Bob Brown, Founding Partner and Head of Capital Formation and Investor Relations at Motive Partners, shares lessons from three decades inside private equity, including how operational discipline and a clear understanding of what creates value for LPs are critical to driving outcomes. Learn how an “investing, operating and innovating” model embeds operators and technology experts alongside investors to t...
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