Building Insight Partners

This episode is brought to you by:

Ramp. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠'s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus.

Ridgeline. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform.

AlphaSense. ⁠⁠⁠⁠⁠⁠⁠AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster.

Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:08:35) Insight Partners' Investment Strategies

(00:13:06) Evaluating Software Businesses

(00:22:51) The One Fund Strategy

(00:29:32) The Evolution of Insight's Sourcing Strategy

(00:35:09) Operationalizing the Sourcing Process

(00:44:43) Adapting to Market Changes and Strategies

(00:49:45) Navigating Market Corrections and Investment Strategies

(00:51:40) Challenges and Opportunities in Venture Buyouts

(00:54:12) Talent Development and Retention at Insight

(00:56:03) The Importance of Sourcing and Pattern Recognition

(01:02:08) Scaling and Operationalizing Investment Strategies

(01:20:24) Impact of AI on Investment and Software Markets

(01:27:40) Reflections on Winning and Selling Strategies

(01:30:34) The Kindest Thing Anyone Has Ever Done For Jeff