Strattam Capital’s Co-Founder and Managing Partner, Bob Morse, was recently featured on BluWave’s highly regarded Karma School of Business podcast with Sean Mooney. In this episode, Morse discusses how private equity leaders can navigate key inflection points, from addressing the “first board-meeting surprise” to differentiating AI invention from innovation and identifying viable early business models. He also explores the ongoing SaaS transformation, including the shift from seat licenses to outcome-based pricing and its implications for financing. The conversation provides actionable takeaways for investors, operators, and founders navigating a rapidly evolving market.
Full episode:
Private Equity’s AI Shift: Bob Morse on SaaS, Pricing, and Alignment
About Strattam Capital
Strattam Capital is a private equity firm with over $1 billion in AUM investing in founder led, B2B software & technology companies that are poised to become vertical market leaders.
Strattam’s values of transparency, continuous improvement, and carrying forward the ownership mindset of founders led to the firm’s creation of “The Five Point Plan”, an investment process that emphasizes aligning with founders before signing. Strattam supports portfolio company leaders in building their teams, extending their reach, and adapting new technologies – today, AI – to solve the customer problems they understand so well.
Founded in 2014, Strattam is based in Austin and San Francisco. Since inception, the firm has completed more than 50 partnerships with founder-led businesses.
About BluWave
BluWave is the Business Builders’ Network for private equity grade service provider needs. The BluWave network includes an invitation-only ecosystem of best-in-class specialized consultancies, senior advisors and board members, independent consultants and interim executives. Our platform combines AI, technology and data with concierge-like consultative support to expertly connect businesses with proven providers across due diligence, value creation, and prep for sale.
BluWave’s Founder and CEO, Sean Mooney, spent nearly 20 years in private equity experiencing daily needs for top third parties to support due diligence and value creation opportunities. He created BluWave to solve his problem.