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 networks are a critical and often underutilized growth lever in community care and why many founder-led businesses have attractive CAC economics but are systematically underinvesting in growth. Learn how AI is enabling providers and advisors to spend more time on high-value work—and how to think about tech enablement as a value creation lever rather than a technology roadmap item.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

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