Private Equity Podcast: Karma School of Business

BluWave

Private equity insights for and with top business builders, including investors, operators, executives and industry thought leaders. The Karma School of Business Podcast goes behind the scenes of PE, talking about business best practices and real-time industry trends. You'll learn from leading professionals and visionary business executives who will help you take action and enhance your life, whether you’re at a PE firm, a portco or a private or public company. BluWave Founder & CEO Sean Mooney hosts the Private Equity Karma School of Business Podcast. BluWave is the business builders’ network for private equity grade due diligence and value creation needs. To learn more, visit: https://bit.ly/3oPBjs8

  1. Private Equity’s AI Shift: Bob Morse on SaaS, Pricing, and Alignment

    10 СЕНТ.

    Private Equity’s AI Shift: Bob Morse on SaaS, Pricing, and Alignment

    Sean Mooney speaks with Bob Morse, Co-Founder & Managing Partner at Strattam Capital, about the changing playbook in private equity, especially in tech. Morse traces his path from Morgan Stanley and Oak Hill to founding Strattam, then lays out a no-surprises model: turn cards face-up pre-signing, align on a founder-written five-point plan, and opt-in support with real accountability. He explains why AI threatens seat-based SaaS economics, where outcome pricing wins, and how PE firms should push portfolios to experiment while keeping the founder’s innovative spark alive. Clear-eyed and practical, this conversation arms business builders with a framework to act now. Episode highlights 1:26 – An engineer’s path into private equity 7:15 – Why tech needed a dedicated, specialized PE fund and the genesis of Strattam 13:03 – Solving the “first board-meeting surprise”  19:45 – The founder persona Strattam backs: industry operators with proven product-market fit 27:15 – AI as invention vs. innovation and the early business models that actually work 32:27 – The SaaS shake-up: from seat licenses to outcome-based pricing and financing impact 41:54 – “Aliens landed”: a mantra for leading through uncertainty and running smart experiments For more on Bob Morse’s firm, visit: https://strattam.com/  Connect with Bob Morse on LinkedIn: https://www.linkedin.com/in/bob-morse-3567595/  Explore more episodes: www.bluwave.net/podcasts

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Private equity insights for and with top business builders, including investors, operators, executives and industry thought leaders. The Karma School of Business Podcast goes behind the scenes of PE, talking about business best practices and real-time industry trends. You'll learn from leading professionals and visionary business executives who will help you take action and enhance your life, whether you’re at a PE firm, a portco or a private or public company. BluWave Founder & CEO Sean Mooney hosts the Private Equity Karma School of Business Podcast. BluWave is the business builders’ network for private equity grade due diligence and value creation needs. To learn more, visit: https://bit.ly/3oPBjs8

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