Robert F. Smith
11 statements across 1 episodes · 6 bullish · 1 bearish · 1 people on the record · first statement Jul 5, 2021 by Robert F. Smith · said 17 times in 7 episodes since 2017 · across every show →
On the record as a speaker too: Robert F. Smith's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by David Breach (7), Jose Feliciano (4), Ted Seides (2), Tom Lenehan (1), Mike Novogratz (1), Jake Walthour (1), Gregg Lemkau (1)
tap a year for its mentions
2025 8 mentions in 1 episode
2023 5 mentions in 2 episodes 3 per episode
2022 1 mention in 1 episode
2020 1 mention in 1 episode
2019 1 mention in 1 episode
Everything said about Robert F. Smith, oldest first
Jul 5, 2021 neutral
Jul 5, 2021 positive
Jul 5, 2021 positive
Jul 5, 2021 negative
Traditional 10-year private equity fund lifecycles misfit enterprise software durability
“The construct of our industry is one of invest over five years, return over that next five, and so that's kind of, it was built 30 years ago. I don't think that model really applies specifically to enterprise software.”
Jul 5, 2021 positive
Vista scaled software best practices using a McDonald's franchise model
“So I had the good fortune in that regard to actually evaluate hundreds and numbers of software companies, and one in particular I saw had some standard operating procedures that were used to actually make software companies efficient, and then took those and r…”
Jul 5, 2021 neutral
Jul 5, 2021 positive
Smith mentors the Morehouse class of 2019 via monthly calls
“The benefits that I really derive from this is I have a monthly call with our class, Boar House class of 2019, and engaging with these young men, answering questions about life, engaging on how to solve certain issues that they're facing as young twenty-year-o…”
Jul 5, 2021 neutral
Vista Equity Partners completes approximately 50 to 60 deals per year
“The good news is we work on a lot of companies, probably do 50 deals, 50, 60 deals a year, so they have a lot of, like, completed, which means we're doing multiples of that in evaluation, and so our people have an opportunity to really become expert at underwr…”
Jul 5, 2021 bullish
Vista's 71-company portfolio generates 92% recurring revenue with 90% retention
“I look at my portfolio today, 71 companies, I think we're 92% recurring revenue, over ninety-plus percent in retention rates with our customer base, and the average customer you have for a decade or more, well, it creates a massive amount of certainty, especia…”
Jul 5, 2021 bullish
Vista's operational reputation yields proprietary, off-market enterprise software deals
“And so that leads to a really interesting deal dynamic for us, which is we get a number of deals that no one ever sees. Because executives will come to us and say, hey, I saw what you did with Jamf, and Ping, and et cetera, and just spectacular performance.”
Jul 5, 2021
Late-1990s private equity firms overlooked enterprise software for chips
“And I realized that none of them, like any in that period of time, none of them are really thinking about software as an area of investment. Some may have had one or two software investments, but they were thinking about technology broadly, and at that time, t…”