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Ideas
August 3, 2026
A.J. Rohde on the Joys of Compounding podcast
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Ideas
July 29, 2026
The dilution cycle hiding in tech valuations
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Beyond the Deal
April 30, 2026
From $1M to $2B+ in Revenue: David Ossip on Leadership and Scaling Dayforce
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Behind the Deal
April 23, 2026
The Dayforce Deal: AI, Scale and the Future of Workforce Software
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Behind the Deal
April 16, 2026
REVISITING: How Carl Thoma and Orlando Bravo Built the World’s Largest Software-Focused Investment Firm
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Ideas
April 13, 2026
Automate, then innovate: How AI is flipping the script
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Beyond the Deal
April 9, 2026
Beyond the Deal: Building the Explore Platform
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