Sign up to save your podcasts
Or
Share 147: Vista Equity Partners: The $100 Billion Private Equity Software Group - With Rachel Arnold, Co-Head of Vista Equity Partners’ Endeavor Fund
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
147: Vista Equity Partners: The $100 Billion Private Equity Software Group - With Rachel Arnold, Co-Head of Vista Equity Partners’ Endeavor Fund
In this shorter interview, recorded at Berlin SuperReturn, Rachel Arnold, Co-Head of Vista’s Endeavour strategy, a fund focused on small-cap private software companies, offers insights that echo Bill Gates comment that “software is the magic thing whose importance only goes up over time”
Amazingly, over 90% of software companies are private, and as a former tech operator and CEO, Rachel brings hard-earned expertise to explain their investing approach.
She discusses portfolio make up, the drivers behind software’s growth and how they assist their portfolio companies on operational transformation.
She discusses the urgency and applications resulting from AI’s adoption, the likely trajectory of this investing space, software’s economic resilience and the runway ahead.
The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors and the World Gold Council.
Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube
View all episodes
By Money Maze Podcast
4.8
3333 ratings
In this shorter interview, recorded at Berlin SuperReturn, Rachel Arnold, Co-Head of Vista’s Endeavour strategy, a fund focused on small-cap private software companies, offers insights that echo Bill Gates comment that “software is the magic thing whose importance only goes up over time”
Amazingly, over 90% of software companies are private, and as a former tech operator and CEO, Rachel brings hard-earned expertise to explain their investing approach.
She discusses portfolio make up, the drivers behind software’s growth and how they assist their portfolio companies on operational transformation.
She discusses the urgency and applications resulting from AI’s adoption, the likely trajectory of this investing space, software’s economic resilience and the runway ahead.
The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors and the World Gold Council.
Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube
More shows like Money Maze Podcast
View all
Investors' Chronicle
15 Listeners
The Meb Faber Show - Better Investing
932 Listeners
Money Makers
9 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,290 Listeners
Capital Allocators – Inside the Institutional Investment Industry
800 Listeners
The Acquirers Podcast
302 Listeners
On The Money
3 Listeners
Dry Powder: The Private Equity Podcast
144 Listeners
The Memo by Howard Marks
407 Listeners
Yet Another Value Podcast
102 Listeners
Business Breakdowns
340 Listeners
Behind the Balance Sheet
47 Listeners
In Good Company with Nicolai Tangen
184 Listeners
Money Maze Curated Podcasts
2 Listeners
Merryn Talks Money
46 Listeners
Unhedged
141 Listeners
Money Maze Multilingual
0 Listeners