Trivest Q&A w/ Atlasview Equity Partners

Jay Vasantharajah Sits With Trivest Partners To Discuss The Firm and Strategy

Welcome to Atlasview Insights! We are thrilled to have you join us for another edition packed with valuable content for small business owners, deal makers, and investors alike.

For those who may be unfamiliar with us, Atlasview Equity is a private equity firm specializing in software and tech-enabled businesses. To learn more about our experienced team and investment criteria, visit us here.

In this edition of our newsletter, we cover:

• Trivest Partners Q&A with Jay Vasantharajah

• Fellow Deal Maker Perspectives

If you enjoy what you read, please be sure to subscribe and share with your colleagues.

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Trivest Q&A with Atlasview Equity Partners

Last week, Jay Vasantharajah sat down with Tony Hill of Trivest Partners, as part of a Q&A for their Independently Sponsored series. The interview covers Atlasview’s origin story, our firm’s value prop/thesis, and where we see opportunities today.

Give the full interview a read: here

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Preferred Investment Criteria

We look for the following characteristics in our partner companies:

• Industry: Software and tech-enabled businesses

• Business Profile: Sticky B2B customer base

• Size: Minimum $1m EBITDA or $5m ARR

• Geography: The US & Canada preferred

Whether you’re a business owner interested in working with us, or an intermediary with a deal to share, always feel free to reach out and get in touch with us!

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Deal Maker Perspectives

Ben Tiggelaar 🟠 @bentigg

Do you look at employee count when buying a service business? It’s one of the first things I look at. Favorite metric: ‘EBITDA per employee’ IT services $1.3M EBITDA / 21 employees = $61K Home health care $1.3M EBITDA / 120 employees = $10.8K This tell me a lot: -what the… https://t.co/SH0AsyKrHo

An interesting take on the SVB situation:

Jay Vasantharajah @jayvas

SVB is an interesting case study on reflexivity. SVB selling assets/equity to shore up liquidity (perception they were in trouble), led to a full out bank run (actually being in trouble). A great example of perception being more important than reality.

Silicon Valley Bank Explainer:

Jamie Quint @jamiequint

An explainer on what is going on with Silicon Valley Bank: - In 2021 SVB saw a mass influx in deposits, which jumped from $61.76bn at the end of 2019 to $189.20bn at the end of 2021. - As deposits grew, SVB could not grow their loan book fast enough to generate the yield they… https://t.co/xHDc4ebvsr

Operator Perspectives

OnlyCFO @OnlyCFO

Tech companies have been opening new bank accounts at unprecedented speed over the last four days. Rushing these things create opportunities for fraudsters and other mistakes. Make sure to still follow best practices 🧵👇

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About Us

Atlasview Equity is a private equity firm specializing in software and tech-enabled businesses. We combine patient capital with proven operational strategies to deliver predictable results for our stakeholders.