software-investing
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The Private-Equity Firm That Hires the CEO Before It Buys the Company
Alpine Investors built an $18.5 billion private-equity firm around an unusual wager: in a business obsessed with deals, the scarce asset is the person who can lead what comes next.
The Software Investor That Shows Up After the Check Clears
Sumeru Equity Partners writes growth checks for software companies that already work - then tackles the messier problem of making them scale. Its real product is a combination of capital, operator time and a remarkably specific checklist for growth.
The Baltimore Firm That Waits for the Boring Part
For 35 years, a growth-equity shop outside Baltimore has skipped the seed-stage lottery and bought into companies once they already work - then rolled up its sleeves.
Meet the Chicago Firm Quietly Buying the Software That Runs Your Company
Thoma Bravo has spent two decades turning enterprise software into private equity's most repeatable playbook - roughly $180 billion in assets, more than 580 companies acquired, and a cybersecurity portfolio most governments would envy.
Vista Equity Partners Built a Factory for Better Software Businesses
Robert F. Smith made one unfashionably narrow bet in 2000: business software deserved its own investment machine. Twenty-five years, $103 billion in assets and more than 650 transactions later, Vista is testing whether that machine can make the leap from SaaS to agentic AI.
Tim McAdam
Tim McAdam is a General Partner at TCV (Technology Crossover Ventures), one of the world's leading growth equity firms, where he has focused on enterprise software, security, and tech-enabled services since joining in 2010. With a career in venture and growth investing that stretches back to the early 1990s at TA Associates, GTCR, and Trinity Ventures, McAdam has backed category-defining companies including GitLab, Splunk, Avalara, Rapid7, Alarm.com, OneTrust, and Vectra. An unlikely archaeology major from Dartmouth turned perennial enterprise investor, he combines a Stanford MBA pedigree with a nose for operational software that sticks.
David Haber
David Haber is a General Partner at Andreessen Horowitz (a16z), based in New York City - the firm's first full-time GP in Manhattan. A Harvard-trained biochemist turned fintech operator-investor, Haber founded Bond Street (acquired by Goldman Sachs in 2017), seeded Plaid at Spark Capital, and now co-leads a16z's AI Apps fund with a focus on vertical AI, enterprise software, and financial services. Known as the 'super-connector' who bridges Wall Street and Silicon Valley, he sits on the boards of Camber, Crux, Eve, Moment, Rutter, Setpoint, and Tennr.
Justin Kahl
Justin Kahl is an Investing Partner on the Growth team at Andreessen Horowitz (a16z), where he focuses on growth-stage software, enterprise AI, fintech, and consumer technology. A Stanford-trained engineer and economist who played varsity soccer, he cut his teeth investing in later-stage software and consumer internet deals at Bain Capital before joining a16z in 2021. At a16z, he has become a leading voice on enterprise platform dynamics, Gen AI adoption, and how software companies navigate down markets—co-authoring widely-cited research with colleagues Sarah Wang, David George, and Alex Immerman on topics ranging from the anatomy of enterprise platform companies to how 100 CIOs are deploying AI in 2025.