Ep. 133: Michelle Noon, Clearhaven Partners | Partnership-Driven Software Investing in the AI Era
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Ep. 133: Michelle Noon, Clearhaven Partners | Partnership-Driven Software Investing in the AI Era
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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 leverage keeps the latitude needed to operate.
You'll also hear a candid view of how AI is reshaping software investing—the case for building an internal Claude skills marketplace, the mental model of pairing incumbency advantage with an AI-first mindset and how to re-imagine functions like sales from a blank sheet without ignoring the realities of change management.
The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.