{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Portfolio Perspective: Managing Risk & Seizing Opportunity","title":"Scaling with Discipline: Culture, Operations, and the High-Tech High-Touch Model in Equipment Finance","html":"","width":"100%","height":180,"duration":1959,"description":"In this episode of Portfolio Perspective: Managing Risk & Seizing Opportunity, Andrew Pace sits down with Daryn Lecy, CLFP, MBA, Chief Operating Officer and Senior Vice President at Oakmont Capital Services, to explore what it actually takes to scale an equipment finance company the right way.\nOakmont's growth story is not typical. In 2018, Daryn and his team joined Oakmont's Minnesota office as an 11-person operation. Today, the company is approaching 100 employees across two offices. That kind of growth doesn't happen by accident, and Daryn is direct about what drove it: culture first, relationships second, and operational discipline throughout.\nThe conversation goes deep on what Oakmont's high-tech, high-touch model looks like at the transaction level, how the company balances credit discipline with sales momentum, and how they approach fraud risk without letting caution kill speed. Daryn also shares where Oakmont is in its AI journey, including a credit-side pilot that is already shaving meaningful time off the underwriting process while keeping human decision-making exactly where it belongs.\nFor equipment finance professionals thinking about scale, culture, portfolio health, or where independent lessors are headed over the next few years, this conversation has a lot of practical ground to cover.\nKey Topics Discussed:Growing from 11 to nearly 100 employees and what the early culture-building decisions actually looked likeHow Oakmont operationalizes low employee attrition and why listening matters more than talkingBalancing credit discipline, operational efficiency, and sales momentum without sacrificing any one of themAsset class concentration strategy across compact construction, landscaping, and last-mile deliveryGeographic diversification across all 50 states and how they monitor for early warning signals in the portfolioThe high-tech, high-touch model in practice: remote online notary, flexible application channels, and keeping a human available when it...","thumbnail_url":"https://img.transistorcdn.com/YAp1sD8605iAhnj8hdb-ZqxhPWIeBVU1K5D-1nxaW4Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9mNWJj/NzczNGQxNzczMmFi/MmY2MjYwYTY4NDRl/MWUwNC5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}