Strategies / Private Wealth

Private Wealth Solutions

Vista pioneered an investment approach focused on enterprise software – which we believe to be the largest and fastest growing sector in the global economy. Our private wealth offerings provide eligible investors with the ability to allocate into this market where 96% of companies remain private.1

Access Untapped Opportunity

Vista’s dedicated Private Wealth Solutions team works directly with wealth managers to help their clients access the untapped opportunity in enterprise software.

The firm’s 25 years of specialization in software provides an ability to deliver differentiated investment outcomes and portfolio diversification, unique technology market insights, and a streamlined client experience.

Watch the video now to learn more.

The Vista Advantage

25-Year

Track Record

600+

Private Equity Transactions

$100BN+

Assets under
management

100+

Value Creation Professionals

100+

Value Creation Best Practices

Disclosures

Please see Disclosures for important information about this content.

1. Gartner, proprietary research as of 09/2024.

Enduring Expertise

Vista was founded based on a sector-specific approach to investing in private companies. Our team has been exclusively focused on investing in enterprise software for 25 years.

Extensive Reach

Vista has strong relationships within the technology sector. Our extensive network includes founders, CEOs and executives, investment bankers and lawyers, academic and industry leaders, and others.

Next-Gen Partnership

Vista uses our sector specialization to deliver education and insights at the intersection of technology and investing. We provide a tech-first perspective for advisors and their clients.

Enterprise Software: Attributes Inherent in the Private Markets

Largest And Fastest Growing Sector

Projected TAM of $59 trillion by 2027 and a growth rate of approximately 17%.

Accessibility

96% of the opportunity in enterprise software lies in the private markets.

Portfolio Diversification

Enterprise software touches nearly every end market and sector in our global economy.

Lower Volatility Diversifier To Public Markets

Private market enterprise software is less volatile than publicly held technology and enterprise software companies.

Strong Fundamentals

Enterprise software is mission-critical to end customers who rely on it to run their businesses, making it resilient.

Potential AI Upside

Al systems can be built directly on top of existing software, unlocking efficiencies, improved customer experiences and expanded market share.

Educational Resources

Whitepaper

Enterprise Software: Investing in the Engine of Innovation

Learn about the history, potential and nuances of the largest and fastest growing sector in the global economy – enterprise software.

Download the Paper

Whitepaper

Demystifying Generative AI: Key Insights for Investors

This white paper seeks to provide an in-depth look at Gen AI and the key factors investors should evaluate to position themselves for success in this new paradigm.

Download the Paper

Whitepaper

Evergreen Funds: Simplifying Access to Specialized Private Market Opportunities

Explore the essential features that can make evergreen funds, especially those with specialized strategies, an attractive option for investors seeking long-term growth and diversification.

Download the Paper

Case Study Video

Avalara: Sales Tax Solution for All Businesses

Watch to learn about Vista’s approach to value creation and how we partner with our portfolio companies to fuel product innovation and accelerate growth.

Watch Here

"We continue to believe investing in enterprise software is among the
best uses of capital in the financial markets."

Robert F. Smith
Founder, Chairman and CEO
Vista Equity Partners

"With 96% of businesses privately owned, if you want to invest in enterprise software you have to do it through the private markets."

David Breach
President and Chief Operating Officer
Vista Equity Partners

"Vista’s vision for our private wealth business is simple: to deliver innovative solutions that can provide differentiated investment outcomes."

Dan Parant
Global Head of Private Wealth Solutions
Vista Equity Partners

Connect with our dedicated team who work directly with wealth managers to learn more.

[email protected]

Interview

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Podcast

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Industry Recognition

Private Equity International:
Vista Voted Global Technology Private Equity Firm of the Year

Interview

CNBC:
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