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Silver Lake

private
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Silver Lake is an investment firm or fund tracked for its market and portfolio activity.

sentiment mix
bull 50%bear 0%neu 50%

funding rounds

private markets
awaiting round data

This slot renders the company's funding history: dates, rounds, amounts, valuations and lead investors once populated in data/funding-rounds.json.

signal summary

latest high-conviction thesis
Silver Lake LBO Model Benchmarks System-of-Record at 5.3x vs 2.7x for Non-System-of-Record▾

Workday deal establishes valuation framework: best-in-class system-of-record with 30% margins and predictable 5-year cash flows commands 5.3x revenue; anything less predictable or non-system-of-record gets 2.7x — OpenRouter's 70x trailing revenue shows opposite game.

rory o'driscollT320VC2026-08-20
confidence 66 / 100impact High
key themes
  • AI Economics & Business Models100%
  • Venture Capital100%
  • AI Applications50%
  • AI Bubble / Capex Debate50%
  • AI Infrastructure50%

bull thesis · 2

89 / 100
  • •Silver Lake's Workday LBO is precise financial engineering betting on closed system-of-record moat
  • •Egon Durban (Silver Lake) led Qualtrics take-private from SAP; only firm with Dell/VMware experience for complex carve-outs

bear thesis · 0

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  • — none —

mentions · 4

20VCSpaceX Buys Cursor for $60B | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?3 mentions · 1▲ 0▼ 2○ · last month
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Kleiner PerkinsThe Startup Advice AI Founders Need Right Now | Qualtrics co-founder Ryan Smith1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0017:0035:0052:001:10:00