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Vista Equity Partners company logo
Private Equity
FINANCE | Investment Firms & Funds
vistaequitypartners.com

Investments

92

Portfolio Exits

80

Funds

34

Partners & Customers

10

Service Providers

3

About Vista Equity Partners

Vista Equity Partners operates as an investment firm for the enterprise software market. Its main services include private equity, permanent capital, credit, and public equity investment strategies, all aimed at investing in enterprise software, data, and technology companies. It primarily sells to the technology sector. It was founded in 2000 and is based in Austin, Texas.

Headquarters Location

401 Congress Avenue Suite 3100

Austin, Texas, 78701,

United States

415-765-6500

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Research containing Vista Equity Partners

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Vista Equity Partners in 3 CB Insights research briefs, most recently on Mar 23, 2023.

Latest Vista Equity Partners News

KBRA Assigns Preliminary Ratings to VCP RRL ABS III, LLC

Feb 21, 2024

NEW YORK–(BUSINESS WIRE)– #creditratingagency –KBRA assigns preliminary ratings to four classes of notes issued by VCP RRL ABS III, LLC (VCP III), a securitization backed by a portfolio of recurring revenue and middle market corporate loans. VCP III is an approximate $500.0 million securitization managed by Vista Credit Partners, L.P. (“VCP” or the “Collateral Manager”), an investment adviser and affiliate of Vista Equity Partners (collectively, with these affiliates and other funds managed by them and their affiliates “Vista”). The securitization consists of $275.0 million Class A Notes, $50.0 million Class B Notes, $50.0 million Class C Notes, $25.0 million Class D Notes, and $96.2 million of Subordinated Notes, which expect to receive payments from a portfolio of recurring revenue loans (“RRLs”) and middle market loans (“MMLs”). The reinvestment period is approximately two years from the closing date. The ratings reflect initial credit enhancement levels, excess spread, and structural features. This is VCP’s third securitization collateralized predominately by RRL and MML. The RRL strategy focuses on first-lien senior loans to technology and software companies that have a minimum level of recurring revenue and low loan-to-value (LTV) ratios. VCP views the RRLs strategy as a complement to its middle market business and an extension of core competencies in the technology and software industries. The Class A, B, C and D Notes have an advance rate of 55.0%, 65.0%, 75.0% and 80.0%, respectively. The overall K-WARF of the portfolio is 3697, which represents a weighted average portfolio assessment between B- and CCC+. The portfolio presented to KBRA contains exposures to 38 obligors with approximately 75.2% of the par exposed to RRLs. The transaction has an approximate 0.75-year reinvestment period during which the initial portfolio may experience turnover through trading and substitution. KBRA’s ratings on the Class A and Class B Notes consider timely payment of interest and ultimate payment of principal by the applicable stated maturity date, and KBRA’s ratings on the Class C and Class D Notes consider ultimate payment of interest and principal by the applicable stated maturity date. To access rating and relevant documents, click here. Click here to view the report. Methodologies Disclosures Further information on key credit considerations, sensitivity analyses that consider what factors can affect these credit ratings and how they could lead to an upgrade or a downgrade, and ESG factors (where they are a key driver behind the change to the credit rating or rating outlook) can be found in the full rating report referenced above. A description of all substantially material sources that were used to prepare the credit rating and information on the methodology(ies) (inclusive of any material models and sensitivity analyses of the relevant key rating assumptions, as applicable) used in determining the credit rating is available in the Information Disclosure Form(s) located here. Information on the meaning of each rating category can be located here. Further disclosures relating to this rating action are available in the Information Disclosure Form(s) referenced above. Additional information regarding KBRA policies, methodologies, rating scales and disclosures are available at www.kbra.com. About KBRA Kroll Bond Rating Agency, LLC (KBRA) is a full-service credit rating agency registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority. In addition, KBRA is designated as a designated rating organization by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus. KBRA is also recognized by the National Association of Insurance Commissioners as a Credit Rating Provider. Doc ID: 1003250

Vista Equity Partners Investments

92 Investments

Vista Equity Partners has made 92 investments. Their latest investment was in Resilinc as part of their Private Equity on May 08, 2023.

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Vista Equity Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

5/8/2023

Private Equity

Resilinc

Yes

5

5/4/2023

Series B

Innovapptive

$26M

Yes

5

4/25/2023

Private Equity

Benchmark Gensuite

Yes

3

2/15/2023

Series C

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$99M

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10

2/8/2023

Debt

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10

Date

5/8/2023

5/4/2023

4/25/2023

2/15/2023

2/8/2023

Round

Private Equity

Series B

Private Equity

Series C

Debt

Company

Resilinc

Innovapptive

Benchmark Gensuite

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Amount

$26M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

5

5

3

10

10

Vista Equity Partners Portfolio Exits

80 Portfolio Exits

Vista Equity Partners has 80 portfolio exits. Their latest portfolio exit was Drift on February 13, 2024.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

2/13/2024

Acquired

$99M

2

1/18/2024

Acquired

$99M

3

6/26/2023

Acquired

$99M

11

4/26/2023

Acq - Fin

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$99M

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10

1/19/2023

Acquired

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$99M

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10

Date

2/13/2024

1/18/2024

6/26/2023

4/26/2023

1/19/2023

Exit

Acquired

Acquired

Acquired

Acq - Fin

Acquired

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

2

3

11

10

10

Vista Equity Partners Acquisitions

118 Acquisitions

Vista Equity Partners acquired 118 companies. Their latest acquisition was EngageSmart on January 26, 2024.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

1/26/2024

Private Equity

$99M

Take Private

7

10/31/2023

$99M

Acq - Fin - II

3

10/17/2023

$99M

Acq - Fin

1

10/3/2023

Private Equity

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$99M

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10

3/30/2023

Growth Equity

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$99M

$99M

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10

Date

1/26/2024

10/31/2023

10/17/2023

10/3/2023

3/30/2023

Investment Stage

Private Equity

Private Equity

Growth Equity

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$99M

Note

Take Private

Acq - Fin - II

Acq - Fin

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Sources

7

3

1

10

10

Vista Equity Partners Fund History

34 Fund Histories

Vista Equity Partners has 34 funds, including Vista Equity Partners Fund VIII.

Closing Date

Fund

Fund Type

Status

Amount

Sources

11/16/2022

Vista Equity Partners Fund VIII

$11,000M

3

10/4/2021

Vista Credit Partners Fund III

$2,300M

1

5/19/2020

Vista Foundation Fund IV

Diversified Private Equity

Open

$150M

2

11/27/2019

Vista Equity Partners Perennial A

$99M

10

11/27/2019

Vista Equity Partners Perennial

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$99M

10

Closing Date

11/16/2022

10/4/2021

5/19/2020

11/27/2019

11/27/2019

Fund

Vista Equity Partners Fund VIII

Vista Credit Partners Fund III

Vista Foundation Fund IV

Vista Equity Partners Perennial A

Vista Equity Partners Perennial

Fund Type

Diversified Private Equity

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Status

Open

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Amount

$11,000M

$2,300M

$150M

$99M

$99M

Sources

3

1

2

10

10

Vista Equity Partners Partners & Customers

10 Partners and customers

Vista Equity Partners has 10 strategic partners and customers. Vista Equity Partners recently partnered with SHRM, and National Association of Corporate Directors on August 8, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

8/18/2022

Partner

United States

Vista Equity Partners, NACD and SHRM Launch Program to Increase Diverse Board Representation

`` NACD has been at the forefront of building a diverse , equitable , and inclusive boardroom , and we are excited to continue this work through our partnership with Vista Equity Partners , '' said Peter Gleason , NACD president and CEO .

2

5/26/2022

Partner

United States

ENGAGE - Engage Partners with Vista Equity on Speaker Series

Los Angeles , CA - May 26th , 2022 - Engage is excited to announce that the company has partnered with Vista Equity to put together a speaker series for Mental Health Awareness Month .

1

1/11/2022

Partner

United States

TigerConnect Secures Strategic Growth Investment from Vista Equity Partners.

TigerConnect will leverage the partnership with Vista Equity Partners to continue its mission to improve patient care through real-time , contextual communications .

1

9/1/2021

Partner

United States

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10

9/30/2020

Partner

Japan

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10

Date

8/18/2022

5/26/2022

1/11/2022

9/1/2021

9/30/2020

Type

Partner

Partner

Partner

Partner

Partner

Business Partner

Country

United States

United States

United States

United States

Japan

News Snippet

Vista Equity Partners, NACD and SHRM Launch Program to Increase Diverse Board Representation

`` NACD has been at the forefront of building a diverse , equitable , and inclusive boardroom , and we are excited to continue this work through our partnership with Vista Equity Partners , '' said Peter Gleason , NACD president and CEO .

ENGAGE - Engage Partners with Vista Equity on Speaker Series

Los Angeles , CA - May 26th , 2022 - Engage is excited to announce that the company has partnered with Vista Equity to put together a speaker series for Mental Health Awareness Month .

TigerConnect Secures Strategic Growth Investment from Vista Equity Partners.

TigerConnect will leverage the partnership with Vista Equity Partners to continue its mission to improve patient care through real-time , contextual communications .

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Sources

2

1

1

10

10

Vista Equity Partners Service Providers

13 Service Providers

Vista Equity Partners has 13 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Acq - Fin - IV, Take Private, Acq - Fin, and Acq - Fin - III

Counsel

General Counsel

Acq - Fin - IV, and Take Private

Investment Bank

Financial Advisor

Acq - Fin

Other

Financial Advisor

Service Provider

Associated Rounds

Acq - Fin - IV, Take Private, Acq - Fin, and Acq - Fin - III

Acq - Fin - IV, and Take Private

Acq - Fin

Provider Type

Counsel

Investment Bank

Other

Service Type

General Counsel

Financial Advisor

Financial Advisor

Partnership data by VentureSource

Vista Equity Partners Team

43 Team Members

Vista Equity Partners has 43 team members, including , .

Name

Work History

Title

Status

Terrence D. Q. Smith

Founder

Current

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Name

Terrence D. Q. Smith

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Work History

Title

Founder

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Status

Current

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