Agentic AI & the Future of Software Investing | Vista Equity Partners
Monti Saroya joins iCapital Chief Investment Strategist Shanali Basu on Beyond 60/40 to discuss how Agentic AI is fundamentally reshaping enterprise software — and what it means for investors.
Drawing on his background as a software engineer and decades of private equity experience, Saroya explains why we believe the SaaS-to-Agentic AI transition mirrors past technology cycles — from on-premise to cloud — and why the opportunity may be even bigger this time. He also breaks down Vista's "Agentic Factory," how private markets are uniquely positioned to lead this transformation, and which types of software companies we believe are best placed to win.
Topics covered:
-Why Agentic AI uncaps the revenue opportunity locked in traditional SaaS models
-How Vista's Agentic Factory converts SaaS companies into AI-native businesses
-Public vs. private markets: who moves faster on AI transformation
-The qualities that separate software winners from losers in the AI era
-Take-private opportunities in a down software market
-The biggest misconceptions about AI — from doomerism to hype
#VistaEquityPartners #AgenticAI #EnterpriseAI #SoftwareInvesting #PrivateEquity #AIInvesting #Beyond6040 #ArtificialIntelligence #PrivateMarkets #TechInvesting #SaaS #AITransformation
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Vista Equity Partners (Vista) is a leading global technology investor specializing in software. Through its private market strategies — private equity and private credit — and tailored private wealth solutions, Vista seeks to deliver differentiated returns using a proprietary, disciplined approach. Over more than 25 years, the firm has built a diversified portfolio of mission-critical software companies serving millions worldwide. Vista’s private equity strategy actively partners with its portfolio to harness transformative technologies like generative AI, driving innovation and operational excellence at scale.