Episode 123: Bob Morse of Strattam Capital on Embedding AI into Vertical Software to Drive Portfolio Growth
On this episode
Bob Morse, Co-Founder and Managing Partner at Strattam Capital, shares how founder-led vertical software companies can embed AI meaningfully into their products and avoid being left behind as the market shifts.
Hear how Strattam approaches AI adoption across its portfolio—from replacing year-long custom development backlogs with 48-hour turnarounds, to tracking the share of deals where AI features are the deciding factor in the sale. Learn why successful AI adoption requires leadership change before technology change, how to identify AI projects worth pursuing by staying close to the customer problem and why the goal is to be in the AI spending bucket rather than the SaaS spending bucket.
The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.
Suggested Episodes
Ep.120: Cory Eaves of BayPine
Transforming Businesses from Analog to Digital for Repeatable Value
Learn how firms can turn a need for technology transformation into a repeatable value creation lever.
Ep.121: Ray Carey of Level Equity
Prioritizing Resources to Drive Portfolio Returns
Learn how firms can take a more systematic approach to driving value across their portfolio with operational support.
Ep.122: Luke Sarsfield of Ridgepost Capital
Building a Data Advantage in the Middle Market
Learn how a fund of funds can generate differentiated alpha by building proprietary data advantages over time.
If you found this episode helpful, please leave us a rating or review on your podcast platform.
Sign up to get more episodes like this direct to your inbox
