Vista Equity Partners

"Find something that stimulates you, where you’re always learning. And make sure you're working with people who share your values." In the second edition of Vista's Insights for Edge, Wellington Management's Jean Hynes shares insights into her esteemed career path and how leaning in and taking risks has helped her become one of the top female CEOs in asset management. Read the article below for an exclusive look into her keynote at this year's Girls Who Invest Gala and subscribe to our monthly newsletter for further insights from leaders at the pinnacle of business, finance and technology.

Here are the top 10 pieces of content from 2024 that captured our attention and sparked conversations. From the impact of generative AI to the rise of alternative investments, the below showcases the most memorable events and stories that defined our year: 1. The CAIA Association Education Alpha Podcast With David Breach: The Future of Enterprise Software Investing: https://bit.ly/4h1NWtc 2. PEI Global Tech PE Firm of the Year: https://bit.ly/4a0XdPG 3. PE Hub: Patrick Severson on Vista’s Thematic Approach to Investing: https://bit.ly/3DB65Q6 4. PE Hub: Michael Fosnaugh on Why Vista Closed Five Take-Private Deals in Less Than Two Years: https://bit.ly/4gDN1zc 5. The Money Maze Podcast With Rachel Arnold: Today's Investment Opportunities: https://bit.ly/4h1NVWa 6. Milken Institute: Monti Saroya on Realizing Value and Redefining Industries in the Digital Era at the 2024 Global Conference: https://bit.ly/4a0XcLC 7. Private Debt Investor: David Flannery on Why the Golden Era of Private Credit is Not Over: https://bit.ly/4a4unhh 8. The Tinsley Park Talks Podcast With Martin Taylor: Creating Value in Enterprise Software Investing: https://bit.ly/4a0XfXO 9. Alt Goes Mainstream Podcast With Dan Parant: The Evolving Landscape of Evergreen Funds: https://apple.co/3DINWQs 10. Moonfare Podcast: Robert F. Smith Discusses the Outlook on Enterprise Software Investing: https://bit.ly/4h1NUBA

Congratulations to our newly promoted colleagues across our investment, value creation, operations, and administration teams! These individuals have set the standard for performance among their departments and have demonstrated their commitment to Vista’s values. Thank you for bringing your best selves to work each day and for your continued hard work and dedication.

As we near the end of 2024, we are deeply grateful for our investors, portfolio companies and global community of partners. Together, we made this a year of innovation and progress, and together, we will go even further in 2025. Wishing you and your loved ones a joyful holiday season filled with laughter, relaxation and connection.

Vista's Adrian Alonso and Gregory Galligan provided insights on how the Latin American market can tap into enterprise software investing through private equity and private credit strategies at iCapital & Unicorn CONNECT LATAM 2024. Adrian and Greg shared the distinct advantages and opportunities of the enterprise software sector including: -Escalated Growth & Momentum: the enterprise software sector will be propelled by continued digitization and distribution of computing trends. -High Level of Value & Stickiness: mission-critical products with strong recurring revenue make software investing the best use of capital anywhere in the financial markets. -Significant White Space: software lending has been underserved by debt while equity financing, growth equity and the IPO markets remain muted creating a demand for private credit.

In today's dynamic economic environment, it's crucial for software leaders to manage their businesses with efficiency and strategic focus. Enterprise software executives need to understand the factors at play and examine which levers they can pull to maximize enterprise value. Read more to discover some of the foundational strategies Vista portfolio companies are leveraging to ensure they are positioned for success. https://bit.ly/3P2cfuP

At SuperReturn Private Credit, David Flannery, President of Vista Credit Partners, discussed how credit managers can differentiate themselves and drive resiliency amidst macroeconomic pressures. David emphasized the importance of experience and in-house due diligence resources when it comes to software investing. While software is a highly attractive asset class, it is also one of the most complicated, requiring specialized expertise and institutional knowledge to identify issues as well as opportunities often overlooked by generalist players. Learn more about Vista Credit Partners: https://bit.ly/41znPp0

Vista's Dan Parant joined Michael Sidgmore and iCapital's Nick Veronis to explore the evolving dynamics between public and private markets and the advantages of software investing within an evergreen strategy on a recent Alt Goes Mainstream podcast episode. Dan highlights how the resilience and stickiness of enterprise software, along with its downside protection, make it a strong fit for evergreen structures. Listen to the full episode here: https://apple.co/4gdg8Jq

Vista's Robert F. Smith took center stage at the APEC CEO Summit to share insights on the massive investment opportunity created by #GenAI and how it's reshaping the enterprise software industry. Robert noted that while early gains focus on hardware and infrastructure, long-term value will belong to software companies with sovereignty and dominion over their data sets and customer/contract bases. With almost 80% of Vista's majority-owned companies deploying Gen AI already, we believe we are uniquely positioned to capture this opportunity and lead the charge. https://bloom.bg/3Dj2DZX

At the Singapore FinTech Festival, Vista's Robert F. Smith shared his thoughts on the transformative impact of #GenAI and how enterprise software companies are well-positioned to capture the lion's share of value over the long term. Vista has seen firsthand the productivity improvement from Gen AI within our portfolio companies and developed a strategic roadmap to capture the opportunity across product, code and internal operations. Watch the full session here: https://bit.ly/49w2kqL #SFF2024