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Tyler Hogge 🎯 @thogge
, 7 tweets, 2 min read Read on Twitter
investment firms i find endlessly fascinating:

-Vista Equity
-Constellation Software
-3G capital
Vista
-never lost money on a deal
-perhaps the best software investors in the world (or next to sequoia)
-their “VSOPs” consulting principles -- secrets they use to turn around old on-prem software co's
Constellation
-some guy in canada starts buying small, vertical software co’s
-rolls them up into a massive public co with 2b in revenue
-"We buy Good vertical market software companies. Now and again, we buy an Exceptional company"
csisoftware.com/about-us/being…
3g:
-brazilian geniuses who win over Buffett's trust
-say they basically learned their playbook by studying jack welch case studies from GE
-ruthless efficiency creators
-Zero based budgeting zealots
"Nobody ever taught these guys the blocking and tackling of running a software company, and we do it better than any other institution on the planet." Robert Smith, Vista Equity CEO
forbes.com/sites/nathanva…
“His funds have already made distributions of $14 billion, including $4 billion in the last year alone.”

!!
the Vista secret sauce: VSOPs — the playbook to running software co’s
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