Vista Equity Partners

Vista Equity Partners is an investment firm focused on enterprise software that supports the digital economy. The company targets a diverse range of sectors, including agriculture, construction, education, energy, financial services, government, healthcare, hospitality, insurance, legal, marketing, media, entertainment, real estate, retail, security, telecom, transportation, and technology-enabled industries. In addition to its investment activities, Vista operates a consulting arm, Vista Consulting Group, which enhances the value of its portfolio by implementing standardized operational practices. This approach has been a hallmark of Vista's strategy, aimed at driving operational excellence and fostering long-term growth in its investments. The firm also offers financing solutions through Vista Credit Partners, which caters to enterprise software and technology-enabled businesses, creating opportunities and sustainable value for various stakeholders.

Fareed Adib

Managing Director

Anand Anbalagan

Vice President

Rachel Arnold

Senior Managing Director and Co-Head Endeavor Fund

Ryan Atlas

Managing Director

Ben Benson

Software Investor

Bret Bolin

Operating Principal

David Bonette

Managing Director

David Breach JD

President and COO

Jordan Buller

Executive Director, Technology Consulting

Lauren Dillard

CFO

Kim Eaton

Managing Director

David Flannery

President of Vista Credit Partners

Michael Fosnaugh

Senior Managing Director

Burke Norton

Senior Managing Director

Shivan Patel

SVP

Monti Saroya

Senior Managing Director

Patrick Severson

Senior Managing Director and Fund Co-Head

Robert F. Smith

Co-Founder, Chairman, CEO

Christian Sowul

Managing Director

John Stalder

Managing Director

Rene Yang

Senior Managing Director and Co-Head of Endeavor Fund

Marc Teillon

Senior Managing Director

John Warnken-Brill

Senior Managing Director and CFO

Amy Mathews

Managing Director

Past deals in Project Management

Smartsheet

Post in 2024
Smartsheet Inc. is a cloud-based platform designed for effective work execution, enabling organizations to manage projects, programs, and processes with enhanced efficiency. Founded in 2005 and headquartered in Bellevue, Washington, Smartsheet provides a range of collaborative tools tailored to various business needs. Its offerings include Smartdashboards for real-time visibility, Smartportals for easy access to project resources, Smartcards for workflow organization, and Smartgrids for tracking multiple tasks. The platform also features Smartprojects for team collaboration, Smartcalendars for aligning deadlines, Smartforms for structured information collection, and Smartautomation for process automation. Additionally, Smartsheet integrates with existing enterprise applications, facilitating seamless operations across diverse sectors such as aerospace, healthcare, finance, and technology. The company generates revenue through software subscriptions and additional charges for enhanced platform capabilities.

Smartsheet

Acquisition in 2024
Smartsheet Inc. is a cloud-based platform designed for effective work execution, enabling organizations to manage projects, programs, and processes with enhanced efficiency. Founded in 2005 and headquartered in Bellevue, Washington, Smartsheet provides a range of collaborative tools tailored to various business needs. Its offerings include Smartdashboards for real-time visibility, Smartportals for easy access to project resources, Smartcards for workflow organization, and Smartgrids for tracking multiple tasks. The platform also features Smartprojects for team collaboration, Smartcalendars for aligning deadlines, Smartforms for structured information collection, and Smartautomation for process automation. Additionally, Smartsheet integrates with existing enterprise applications, facilitating seamless operations across diverse sectors such as aerospace, healthcare, finance, and technology. The company generates revenue through software subscriptions and additional charges for enhanced platform capabilities.

BigTime Software

Private Equity Round in 2022
BigTime Software, Inc. specializes in developing cloud-based time-tracking, billing, and project management software tailored for professional services firms and licensed OEM partners. Founded in 2002 and based in Chicago, Illinois, the company offers a user-friendly browser-based interface that enables firms to manage practice operations efficiently and integrate seamlessly with existing back-office services. Its software encompasses features such as time and expense tracking, work-in-progress management, billing and invoicing, as well as task and workflow management. BigTime Software serves a diverse clientele across various sectors, including accounting, architecture, engineering, consulting, creative industries, government contracting, IT services, and law firms in the United States, Canada, the United Kingdom, and Australia. The company was previously known as Edison's Attic, Inc. before rebranding in October 2010.

Vena Solutions

Series C in 2021
Vena Solutions operates as a Complete Planning platform that integrates seamlessly with Microsoft 365, primarily leveraging Excel to enhance financial and operational planning. The company provides a cloud-based solution that streamlines budgeting, reporting, and analytics processes, enabling organizations to make informed business decisions through advanced insights and AI capabilities. Vena transforms traditional spreadsheet use into an enterprise-grade solution, offering features such as centralized databases, workflow management, and detailed audit trails. This approach allows over 1,800 leading companies to utilize their existing spreadsheet skills while benefiting from real-time reporting and cross-functional collaboration. Vena's focus on corporate performance management applications positions it as a rapidly growing vendor in the cloud CPM sector, catering to the needs of finance and operational teams without sacrificing user familiarity with Excel.

Wrike

Acquisition in 2018
Wrike, Inc. is a provider of cloud-based project management and collaboration software, founded in 2003 and headquartered in San Jose, California, with additional offices in Dublin, Ireland, and Prague, Czech Republic. The company offers a versatile platform designed to support complex workflows across various industries, including retail, media, healthcare, and technology. Wrike's software enables businesses of all sizes, from Fortune 500 companies to small and mid-size enterprises, to create a unified digital workplace that enhances productivity by automating tasks and facilitating real-time collaboration. Its features include project planning, task management, scheduling, and time tracking, all accessible through an intuitive interface. This platform allows teams to make requests, assign tasks, and monitor progress, ultimately fostering data-driven decision-making while reducing reliance on email communications.

Autotask

Acquisition in 2014
Autotask Corporation develops professional services automation software that operates as a Web-based information technology (IT) services management software. Its software is designed to enable the management of professional services, such as managed services, break-fix, consulting engagements, system integration, networking projects, software implementations, service desk contracts, and scheduled maintenance. The company's hosted software solution also integrate with service desk, time and expense tracking, project management, contract management, and sales, billing, and reporting, as well as with MS Outlook, QuickBooks, remote monitoring and management, and managed services software applications. In addition, it offers solutions for manage day-to-day field service responsibilities with mobile access to service calls, tickets, queues, project tasks, and related customer and contact information; and Client Access Portal, which enables the provision of information from Autotask system to the clients via secure Web portals. Further, the company provides account management, professional services, technical support, business processing re-engineering, help desk practices, project management practices, scheduling and dispatching practices, and automatic ticket generation from e-mail practices. It serves value added resellers, managed service providers, systems integrators, IT service providers, IT consultants, independent software vendor, and VoIP solution providers. The company was founded in 2001 and is based in East Greenbush, New York.
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