Vista Equity Partners: The $100 Billion Private Equity Software Firm - With Rachel Arnold

Published 2024-07-18
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.

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