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$SMAR

Smartsheet
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Smartsheet is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
Blackstone takes private Smartsheet as flagship growth-oriented PE deal▾

Smartsheet exemplifies modern private equity: a fast-growing workflow software business acquired with modest leverage where returns will come from operational improvements and international expansion rather than financial engineering.

jon grayT1In Good Company with Nicolai Tangen2025-01-02
confidence 88 / 100impact High
key themes
  • Data Center Infrastructure100%
  • AI Infrastructure100%
  • Private Markets100%
  • Grid & Power Infrastructure100%
  • Private Credit100%

bull thesis · 1

95 / 100
  • •Blackstone takes private Smartsheet as flagship growth-oriented PE deal

bear thesis · 0

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  • — none —

mentions · 1

In Good Company with Nicolai TangenJon Gray - President of Blackstone | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 2 years ago
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