I am highly interested in learning more about software and eventually joining a PE / growth equity / VC firm focused on software. What are your best tips for learning about the software industry and software investing? I would be very thankful for recommendations on books, podcasts, blogs etc.
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PM me for a saas equity research primer. The best one I have come across is the BAML software Handbook. It breaks down each vertical (analytics, cybersecurity, infrastructure, etc.) and is written in a way that’s very easy to digest
Hey sorry to bother you, could I DM for the primer as well?
Sent a PM, really appreciate it
PM’d you
Could you please share w me as well? Thanks so much!
Can you please also send to me as well?
Could you send me this? Thanks
Could you please send me this as well? Thanks!
Could you please send me as well? Thank you
Would you be able to share with me as well? Really appreciate it!
PM’d you thank you!
Could you please send me this? Thanks
Would love this if, whenever you get a chance.
Thanks for doing this, sent you a PM
PM'd you - thanks for sharing!
Just PM’ed, thx!
PM’d! Thx!
PM me.
PMed
Can you send that to me bro
Would you be able to send the SaaS BAML primer?
Can’t people just go get the primer on FactSet or something…?
‘Primer’ and ‘SaaS’ key words, BofA research…?
Bumping for more resources
GP Bullhound has some pretty good materials on its website. Can highly recommend.
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