Differentiated Technology Investing via Cross-Continental Strategy

27 days ago

SPEAKER_01

"I think the first is in category leading businesses with phenomenal products where the bet is actually doubling down on the product and bending growth curve rather than milking a product to grow margins. ... We invested in a company called Informatica. We sold a few months ago to Salesforce.com as a $9 billion exit. And Bain actually helped us a lot during the diligence and the value creation there."

Patel discusses Permira's strategic approach in technology investing, emphasizing investments in category-leading software companies that focus on product enhancement and growth rather than short-term margin optimization. He cites examples such as Informatica's successful exit and Clearwater’s cross-border strategy to illustrate how leveraging European credentials can differentiate investments, suggesting a robust strategy amid competitive market dynamics.

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