mid-market software companies

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 30, 2026 by Rory O'Driscoll · across every show →

Everything said about mid-market software companies, oldest first

Apr 30, 2026 bullish
Prediction Not checkable as stated
O'Driscoll: Operators will roll up mid-market SaaS into 30% EBITDA compounders
“You're some guy who's a mid-career operator who's willing to take the pain is going to say, I got this. I'll take these five software companies all broadly speaking in the systems management space. We'll put them together. We'll run them like a hard ass. We'll…”
Rory O'Driscoll Apr 30, 2026 ▶ 59:51 Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
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