Strattam Capital’s Co-Founder and Managing Partner, Bob Morse, joined Shiv Narayanan, Host of the acclaimed How to SaaS podcast, to discuss the shift from AI as a novel capability to a driver of real business outcomes. The conversation highlights how successful adoption requires leadership alignment, deep customer understanding, and a focus on measurable impact. As AI begins to influence buying decisions, it is also reshaping how software is built, sold, and valued. Morse underscores the urgency for companies to operate in an AI-native way, positioning themselves within emerging AI spend as the market transitions beyond traditional SaaS models.
Full episode:
Embedding AI into Vertical Software to Drive Portfolio Growth
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 How to Saas
How To SaaS helps businesses strengthen their marketing fundamentals and adapt to new challenges, to build a strategic, data-driven marketing function. They work with PE investors and leaders of SaaS companies to build a marketing engine that drives predictable and scalable pipeline and revenue.
The Private Equity Value Creation Podcast is a weekly podcast produced by How to SaaS, where founder and CEO Shiv Narayanan interviews leading minds shaping the industry, with a focus on discovering how top PE firms employ innovative approaches to drive sustainable growth. Learn more at www.howtosaas.com