A far from complete "save us, Thoma Bravo / Vista / Clearlake / Francisco / etc. " busted software list.

Ronaldinho: "My father taught me that I had to learn to control the ball with my bare feet in order to feel my feet better, and I promised him that I would control the ball like no one else. But the truth was that he didn't have the money to buy me trainers. When I won my first

Optimize your dealership’s ad portfolio performance with data and AI.

Moral of the story: you really only want to pick top-quartile fund managers

Friendly reminder: The people who take the most risk in a bull market always end up looking like geniuses

Meeting with associates at the PE firm's annual Christmas party

The 2025 Limited First Edition Unity Bag has sold out within one week of launch. We are humbled and moved by the overwhelming response and love we have received. The Unity Bag was created as a quiet tribute to Fostering the Future and as a message of hope. It is the greatest

took the paywall of this two-part $nvda post from july 2021. it’s stale, but a decent primer nonetheless. enjoy classic https://t.co/WWW4LnRPfA https://t.co/dbVKifTEqX substack https://t.co/luWamSb96F https://t.co/Uu49S0E0dS

Probability of exit vs number if venture and growth companies

Apollo 125 page deck on private credit Link: https://t.co/C5pDhddg5H

Apollo is preparing for the 2020–21 deals expected to come to market over the next two years, driven by pressure on financial sponsors to generate DPI

Unlock Asia's green growth opportunities and drive decarbonisation strategies from SG.

Tech bros larping military tactics to sound cool

Despite early adoption of AI-native MarTech tools, public and private software growth continues to decelerate. CAC continues to go up as companies continues to add cost. Buying managers will revisit AI investments/experiments next year and likely churn where ROI was unclear.

First Brands might be the most WTF story in bk credit in decades - Implied trading levels of the old loans based on the newmoney A's are -1/-2 for steerco/non.... No, thats not a typo. Negative recoveries on 1L paper.

Listening to the banker tell me we are not moving into the process because our bid was on the low end of the group, had asked for too much structure, and the only party that required two weeks of exclusivity to complete diligence.…. … but they really liked our team.

Beast Games Strong Vs Smart drops in 3 weeks! Over ONE THOUSAND people worked behind the scenes on this season and we gave it all we had to make it unlike anything you’ve ever seen. I’M SO EXCITED

Ex-banker PE software investors paying the highest price in an evercore auction

Every year, working in growth software gets harder. PMF fades a bit, buyers are more discerning, & sales execution gets more challenging. If your exec + middle mgmt team is weak, the company will be unable to quickly iterate, adapt, and learn from the market. It’s getting brutal!

VC & PE firms are rushing to apply an AI thesis to their roll-up or tech -enabled services portcos. You need well defined processes + strong mgmt teams that can deliver. Otherwise, you will waste 3 yrs and millions on consultants + tech providers with nothing to show for it!!

Great interview with $KKR founder Henry Kravis

Based Orlando Bravo

Your actions define Verra’s fate. Join Ashes of Creation now and step into a world shaped by your decisions. Begin your journey today.

Breaking: SALESFORCE CEO MARC BENIOFF SAYS HE MIGHT ACQUIRE https://t.co/SjNgvhWQBu AND CHANGE COMPANY STOCK TICKER to $AI - BUSINESS INSIDER

It is an AI-native software company with 85% software gross margins