Vista Equity Partners

3 statements across 3 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement May 6, 2022 by Doug Pepper · said 35 times in 14 episodes since 2019 · across every show →

Mentions by year

brought up most by Jason Lemkin (26), Nick Mehta (3), Pete Kazanjy (2), Andrew Filev (2), Dave Kellogg (1)

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2026 3 mentions in 2 episodes 2 per episode
2024 9 mentions in 3 episodes 3 per episode
2023 11 mentions in 5 episodes 2 per episode
2022 9 mentions in 2 episodes 5 per episode
2021 1 mention in 1 episode
2019 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Vista Equity Partners, oldest first

May 6, 2022
Assertion Partly supported
Pepper: Marketo sold for $1.8B before Vista flipped it for $4.5B
“And we sold Marketo for 1.8 billion. Phenomenally great outcome. And then Vista sells it two years later for 4.5 billion. And we felt like we left a lot of money on the table. It was actually kind of painful despite being a great outcome.”
Doug Pepper May 6, 2022 ▶ 10:20 Doug Pepper, GP at Iconiq + Jason Lemkin of SaaStr: "Where Venture Is Right Now"
May 18, 2023 neutral
Insight
Lemkin: Tech M&A surprisingly contracts during valuation downturns
“So M&A, like, you think M&A should pick up in, when things are calmer, but it does, it doesn't happen that way, right? Now, to some extent, there's a little bit of, like, you know, the Tomo Bravos and the Vistas, they have some insulation from this, but even t…”
Jason Lemkin May 18, 2023 ▶ 45:05 VC AMA with SaaStr CEO Jason Lemkin and Black Mangroves MD Arnaud Bonzom at SaaStr APAC 2023
Jun 26, 2024 negative
Assertion Supported
Lemkin: Vista Equity Partners is writing its $3.5B Pluralsight investment to zero
“Vista, which is one of the two or three biggest folks that buy SaaS companies, Vista, Tomo Bravo, a few others, they bought Pluralsight. They're writing the entire 3.5 billion investment to zero.”
Jason Lemkin Jun 26, 2024 ▶ 40:33 Forget the SaaS Gloom and Doom. Just Build. with SaaStr CEO and Founder, Jason Lemkin
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