Robert Smith - Investing in Enterprise Software - [Invest Like the Best, EP.291]

<p><span style="font-weight: 400;">My guest today is</span> <a href="https://twitter.com/RFS_Vista"><span style= "font-weight: 400;">Robert Smith</span></a><span style= "font-weight: 400;">, the founder, Chairman, and CEO of Vista Equity Partners. An engineer by training, Robert started Vista at the turn of the millennium and built it into one of the world's most successful software-focused investment firms. We discuss the white space left in enterprise software investing, the importance of capital cycles, and what he’s learned building an iconic investing franchise. Please enjoy my discussion with Robert Smith.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to mentioned content, check out the episode page</span> <a href= "https://www.joincolossus.com/episodes/87713997/f-investing-in-enterprise-software"> <span style="font-weight: 400;">here</span></a><span style= "font-weight: 400;">.</span></p> <p> </p> <p><strong>-----</strong></p> <p> </p> <p><strong>This episode is brought to you by</strong> <a href= "https://tegus.co/patrick"><strong>Tegus</strong></a><strong>. Tegus streamlines the investment research process so you can get up to speed and find answers to critical questions on companies faster and more efficiently. The Tegus platform surfaces the hard-to-get qualitative insights, gives instant access to critical public financial data through BamSEC, and helps you set up customized expert calls. It’s all done on a single, modern SaaS platform that offers 360-degree insight into any public or private company. As a listener, you can take Tegus for a free test drive by visiting</strong> <a href= "https://tegus.co/patrick"><strong>tegus.co/patrick</strong></a><strong>. And until 2023 every Tegus license comes with complimentary access to BamSec by Tegus.</strong></p> <p> </p> <p><strong>-----</strong></p> <p> </p> <p><strong>Today's episode is brought to you by</strong> <a href= "https://www.brex.com/?partnerId=best"><strong>Brex</strong></a><strong>. Brex