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Inside the Portfolio: Measuring AI Impact

August 25, 2026

The transition of software to enterprise AI is no longer a thesis. It is starting to show up in revenue, pricing, and operating leverage, despite the public and private markets not yet aligning on common measurement frameworks. Here we take an inside look at operating data across our more than 65 software companies to better understand AI’s measurable impact on revenue growth and margin expansion.

Join Monti Saroya and Dan Parant to explore:

  • The AI Deployment and Measurement Gap: Despite AI access expanding rapidly across corporations, scaled usage and ROI have lagged in most sectors outside of technology.
  • Revenue Growth: Where AI monetization is showing up in product adoption, pricing evolution, and new recurring revenue.
  • Margin Expansion: How AI costs and efficiency gains are improving productivity within software.

Videos by Vista Equity Partners Management, LLC (together with its affiliates, “Vista Equity Partners”) contain the opinions of past and present Vista Equity Partners and portfolio company personnel. Vista Equity Partners makes no representation or warrantyof any kind, express or implied,as to the accuracyor completeness of the information in these videos.

 

Past performance is not necessarily indicative, or a guarantee, of future results. Under no circumstances should these videos be construed as an offer to sell, or a solicitation to buy, any security or as opinions regarding the provision of investment advisory services by Vista Equity Partners. The titles as represented are a reflection of individual roles and work at the time of filming and not necessarily indicative of currentor futurepositions. Vista Consulting Group (“VCT”) personnel are not employees or partners of Vista Equity Partners and are compensated separately for their services by portfolio companies or the funds managed by Vista Equity Partners.Portfolio companiesas representedare a reflection ofVista Equity Partners’private equity portfolio at the time of filming and notnecessarilyrepresentative ofVista Equity Partners’ currentor futureprivate equity portfolio.Branding of Vista Equity Partners’ private equity portfolio companies, including logos or other brand expressions, is a representationof such companies branding at the time of filmingand is not necessarily indicative of current or future branding.

 

For additional information, please visit https://www.vistaequitypartners.com/disclosures.©2026

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