No SaaS-pocalypse in our portfolio so far - Pantheon
The LP's Imogen Richards notes an incumbent advantage for software providers able to offer AI tools to existing clients. Portfolio companies are still growing and GPs see no performance downturns yet.
PE in a Pod
Hi, I'm Jonathan Braude, hosting my new podcast series, PE in a Pod. I'll be in conversation with leaders of the private equity, venture and private capital industries and some of their specialist advisers.
Hi, I'm Jonathan Braude, hosting my new podcast series, PE in a Pod. I'll be in conversation with leaders of the private equity, venture and private capital industries and some of their specialist advisers. Listen on
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