AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Snipd AI
Oliver Thym, Partner on Thoma Bravo's private credit platform, discusses the impact of AI on software companies, the growth outlook in the enterprise software sector, and why private credit investors are drawn to SaaS. Topics include evaluating software as a credit investment, the stability of investing in software companies, current trends in the software industry, and the resilience of software companies amidst economic uncertainty.
Read more
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Software companies offer stable recurring revenue attractive to credit investors.
- Private credit investors favor software due to resilient business models and market growth.
Deep dives
Software as a Credit Investment
In the podcast episode, Oliver Toome discusses the attractiveness of software as a credit investment. He highlights the importance of downside protection in credit investments and contrasts it with equity investments aiming for higher returns. Software businesses, especially those using software as a service (SaaS) models, offer recurring revenue and predictability, which are appealing to credit investors seeking stability.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode