In this episode, we speak with Ben Levin, Co-Founder and CEO of Level Equity, a lower middle market private investment firm focused on providing capital to rapidly growing software and technology-enabled businesses. Founded in 2009, Level Equity has raised over $4.5 billion across closed funds and co-investments, completed more than 125 investments, and operates out of New York City and Greenwich, CT.

Ben shares how Level’s distinctive NextLevel Operations platform, a three-tiered operational model of internal operators, senior special operators, and curated external experts, drives tangible value for portfolio companies across go-to-market, product, and M&A initiatives. This approach ensures highly tailored support, enabling high-growth SaaS companies to scale efficiently and sustainably.

Drawing on his experience investing in high-growth software companies since 1997, Ben discusses the firm’s disciplined approach to AI adoption, strategic engagement with portfolio companies, and focus on building a sustainable, high-performance culture that develops top-tier talent while preserving operational excellence.

Level Equity and Ben Levin have received numerous accolades, most recently with Ben named a Top Software Investor of 2025 by GrowthCap, and Level Equity recognized as a Top Private Equity Firm of 2025, underscoring their enduring impact on the software growth investing landscape.

I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

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