Accelerated Intelligence: Insights from our Software Leadership Gathering
In our third annual gathering, we brought together 100+ CEOs and industry leaders to confront the reality of 'accelerated intelligence' - AI innovation transforming software at unprecedented speed. We're excited to share deeper insights from this critical conversation.
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Welcome to Hg’s monthly update, designed to keep you updated with news from Hg and our network of portfolio companies. Follow us on LinkedIn.
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Dave shares his journey from Bain consultant to building one of the most thoughtful voices in vertical SaaS investing. Yuan reveals his "control point" philosophy—identifying the mission-critical systems that small businesses would turn off last before going bankrupt—and explains how this approach has guided Tidemark's investments.
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Chris Kindt, Partner and Head of Value Creation at Hg, shares the core takeaways from his latest round of conversations in Silicon Valley. He met with some of the leading VCs, foundation model labs, and frontline innovators. The headline - despite a noisy picture peppered with disappointment - it’s clear that AI momentum is accelerating.
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"Since 2020, Hg has moved rapidly up the PEI 300, with this year marking the... third in the top 10." This recognition comes as private equity's focus on technology investments remains strong, underlining the value of our specialist approach. Read the full ranking
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Christopher Fielding, Partner at Hg, provides an insider's perspective into our investment playbook for B2B software companies. Chris reflects on Hg's 25-year journey, emphasising how our sector-focused approach enables us to identify mission-critical software that becomes indispensable to customers. Read more
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“We work for the millions of individual investors whose pensions, savings or endowment capital we invest. We can only deliver on this purpose, consistently and over several decades, if we are investing responsibly.” – Matthew Brockman, Managing Partner at Hg. Read the report
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Paris Technology Ecosystem
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This month, we were delighted to welcome over 100 senior leaders from the French technology ecosystem on our Hg Paris office rooftop – bringing together forward-thinking founders & CEOs united by a shared vision of technology's transformative power for the better good.
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Christopher Fielding and Thomas Martin speak with PE Hub about Cube's "significant" mid-market potential as smaller institutions seek enterprise-grade compliance capabilities tailored to their scale and price point. Read the article
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Nic Humphries, Senior Partner at Hg, reflects on what’s made Visma so successful, talking to students at Saïd Business School, University of Oxford, about long term compounding success stories, for their Advanced Private Equity course. Read more
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GTreasury announced the launch of GSmart AI, a built-for-treasury AI platform delivers powerful efficiencies and transparent insights, enabling CFOs and treasury teams to act confidently amid growing complexity and regulatory pressures. Read more
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CTAIMA announced its acquisition of Provigis, a top provider of supplier pre-qualification and Supply Chain Risk Management (SCRM) software in France. Read more
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“Adding Talana strengthens and complements our HR Tech portfolio. We can now support even more small and medium sized businesses with their HR needs in Latin America,” says Álvaro Capobianco, Business Area Director of Visma Latin America. Read more
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CUBE’s Founder & CEO Ben Richmond, said "The work that Acin’s been doing to enable industry benchmarking is also the perfect platform for the start of CUBE’s industry-wide collaboration initiative. Read more
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Mark Moffat, Chief Executive Officer, IFS, commented: “The agentic capabilities that TheLoops provides our customers will enable them to transform their processes, operational efficiency and how they differentiate in the Moments of Service they provide their customers.” Read more
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