In conversation during iCapital CONNECT 2025, Anastasia Amoroso is joined by David Breach, President and Chief Operating Officer, Vista Equity Partners. David discusses the founding & mission of Vista Equity Partners, the firm's focus on enterprise software, and its systematic approach to operational transformation. He touches upon the high margins & resilience of software companies, waves of generative AI adoption, and explains that software is the largest part of the global economy. They also talk about Vista's private credit business, FounderDirect, which provides capital solutions to founder-run businesses.
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