Lakehouse Global Growth Fund on Veeva Systems Inc.

Lakehouse established its Veeva position during the software selloff, attracted by the company's dominant and mission-critical position within life sciences. Veeva is embedded across regulated workflows from clinical trials and regulatory submissions through quality, safety and commercial operations, making displacement difficult. Lakehouse believes its industry-specific data, compliance infrastructure and auditability create a durable advantage for deploying AI agents in a highly regulated industry. New agentic products reinforce the view that Veeva can benefit from AI rather than be disrupted by it.