Vista Equity Partners

“Our industry is currently in the early innings of transformative changes that will benefit investors for decades to come.“ In the 4th edition of Vista's Insights for Edge, Jenny Johnson, President and CEO of Franklin Templeton, discusses how innovation is transforming the asset management industry and shares her approach to putting clients first. Read the article below and subscribe to our monthly newsletter for insights from leaders at the pinnacle of business, finance, and technology. #InsightsforEdge

As investors continue their search for differentiated opportunities to diversify portfolios and achieve financial goals, private investments – historically reserved for institutional investors – are gaining traction among a wider audience. In our latest whitepaper, explore why evergreen funds, especially those with specialized strategies, present an attractive option for investors seeking long-term growth and diversification. https://bit.ly/3G8uAFh

Vista’s Ashley MacNeill, Head of Equity Capital Markets and Managing Director, joined CNBC’s Closing Bell to discuss her insights on the current market sell-off, emphasizing Vista’s belief in the defensive nature of enterprise software, particularly during times of market dislocation. With public markets representing just 5% of Vista’s investible universe, she reinforced the firm’s long-term investment approach, which includes looking beyond the public equity markets to uncover opportunities with strong, resilient fundamentals. Watch the full interview here: https://bit.ly/43DxvQ9

With cybersecurity threats evolving at an unprecedented pace, safeguarding your organization has never been more crucial. KnowBe4, a Vista portfolio company and one of the world's largest security awareness platforms, protects nearly 70,000 organizations by addressing the human element of cybersecurity. Watch the video below, where Stu Sjouwerman, SACP, Founder and CEO of KnowBe4, and Michael Fosnaugh, Co-Head of the Flagship Fund and Senior Managing Director, discuss how KnowBe4 is revolutionizing cybersecurity by harnessing AI to combat increasingly sophisticated threats.

Our President and COO, David Breach, will speak at the upcoming USC Global Investment Society Annual Investors Series on April 12. David will delve into his career journey and discuss Vista's unique approach to enterprise software investing. Don't miss this opportunity to learn more about David and Vista. RSVP here:https://bit.ly/41W3TMM

Generative AI (Gen AI) is transforming software engineering teams by boosting efficiency, driving innovation and refining strategic focus. Through the automation of repetitive tasks and the streamlining of workflows, these tools enable software developers to focus on high-impact activities, accelerating product development and enhancing overall productivity. Our latest survey, which gathered insights from around 4,300 R&D employee participants across 40 of our portfolio companies, underscores the tangible benefits of deploying and adopting Gen AI. Dive into the carousel below for some compelling findings.

Vista Credit Partners, our specialized credit-investing strategy, is uniquely equipped to offer alternative financing solutions that support growth, fund acquisitions and secure liquidity, helping companies reach their next milestone. We offer founders and executives more than two decades of expertise, helping companies unlock value, scale efficiently and achieve long-term success through capital solutions that go beyond traditional debt. Watch the video to learn more about Vista Credit Partners: https://bit.ly/3Sr7wGc

When you make an online purchase and see a sales tax estimate during the checkout process, you're seeing Avalara's software in action. Vista's dedicated Private Wealth Solutions team collaborates with wealth managers to help their clients diversify portfolios and capitalize on the untapped opportunity of enterprise software. Watch the video below as Scott McFarlane, Co-Founder and CEO of Avalara, and Monti Saroya, Co-Head of the Flagship Fund and Senior Managing Director, discuss the business and Vista's investment thesis.

Across our portfolio, we’ve made significant progress by integrating foundational AI technologies across key areas like code, internal operations, and product development. Our next step is focusing on advanced, agentic solutions that not only assist with tasks but complete them autonomously. We believe that companies leading in this space will experience significant growth, expand their Total Addressable Market (TAM), and unlock new opportunities within a multi-trillion-dollar industry. Through dedicated resources, events, peer collaborations, and educational initiatives, we are equipping our companies to lead this charge. Discover how we’re positioning our portfolio for an AI-driven future below.

Driven by the belief that AI represents a transformative shift, poised to unlock a multitrillion-dollar investment opportunity, our dedicated team is committed to helping our 85+ private equity and permanent capital companies apply AI across product innovation, research and development, go-to-market, talent and operations. Read the Vista feature in Bain & Company's 2025 Global Private Equity Report to learn how we are supercharging learning and AI implementation across our portfolio: https://bit.ly/4iI8Gac