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▶ 63:01 · $RIVIERA-PARTNERS · Insight bought large stake in Riviera Partners, top tech executive recruiting firm

now playing · $RIVIERA-PARTNERS

$DATABRICKSbullish· medium· posjeff horing

Insight invested in Databricks mega-round at massive private valuation

Databricks represents the new paradigm of companies staying private longer and raising IPO-plus rounds; Insight evaluates through forecast, likely exit value, and risk-adjusted ve…

$WIZbullish· high· posjeff horing

Wiz is a flagship portfolio company backed at zero revenue, doubling net new bookings for six years

Wiz checked all five perfect investment criteria: big ROI, big ASP, fast time-to-value, great CEO and tech team; net new bookings doubled annually for six years creating massive c…

$VERITASbullish· medium· posjeff horing

Vertafore was Insight's first software buyout in 1999, now owned by Vista

Vertafore proved software companies with cash flow could be bought and levered; Insight high-fived at 2x leverage then, today it likely carries 9x leverage showing market evolutio…

$MNDY···bullish· high· posjeff horing

Early investor in Monday.com at $5M ARR, now a public company success

Monday was not the most obvious funded company but had the right metrics; Insight backed at ~$5M ARR and it grew into a large TAM supporting a major exit.

$S···bullish· medium· posjeff horing

Early investor in SentinelOne at $4-5M ARR, now public

SentinelOne (referred to as Cena) was backed at $4-5M ARR and grew into a public company; exemplifies Insight's early-stage sourcing and scaling within one-fund strategy.

$ANTHROPICbullish· medium· posjeff horing

Insight backed Anthropic in recent large round via public strategy fund

Anthropic's CEO Dario Amodei is phenomenal with a defensible moat; revenue inflected dramatically with coding adoption in last four months, making it an interesting bet despite la…

$RIVIERA-PARTNERSbullish· medium· posjeff horing

Insight bought large stake in Riviera Partners, top tech executive recruiting firm

Riviera is the largest tech recruiting firm for C-level/CTO/CPO talent; critical asset in AI age where talent is everything, supporting portfolio companies' hiring needs.

$UBER···bearish· highjeff horing

Insight passed on Uber at attractive round, calls it a huge mistake

Insight evaluated Uber at a great round but partnership voted to pass; acknowledges it was a massive missed opportunity due to mandate limitations and West Coast bias.

$MSFT···bullish· mediumjeff horing

Microsoft can enhance existing products with Copilot rather than rebuild from scratch

AI is a TAM expander for incumbents: Microsoft can make PowerPoint better with Copilot and expand addressable market, not just defend against disruption.

$ADBE···bullish· mediumjeff horing

Adobe can expand Photoshop market share from 3% to 20% via AI lowering learning curve

AI dramatically reduces user interface complexity, allowing Adobe to expand Photoshop's addressable market from 3% to 20% of humans by lowering the learning curve an order of magn…

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