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AustenAllred's profile
Austen Allred
Austen Allred
Austen Allred
Verified account
@AustenAllred

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Austen AllredVerified account

@AustenAllred

CEO @LambdaSchool (YC S17): A CS education that's free until you get a job. I have made remarks that I do not agree with.

San Francisco, CA
lambdaschool.com
Joined December 2010

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    Austen Allred‏Verified account @AustenAllred Oct 26

    Austen Allred Retweeted Dominic Eden

    There are some incredibly successful, incredibly quiet PE firms that do nothing more than buy SAAS companies and implement best practices at scale. Seriously, they print money.https://twitter.com/Dom_Eden/status/1055323851176009728 …

    Austen Allred added,

    Dominic Eden @Dom_Eden
    Replying to @zackkanter @TrevMcKendrick
    I was reading King of Capital (https://www.amazon.com/dp/B003E8AJXI ) this summer and thought the next generation of private equity would be buying inefficient firms, installing AI systems to radically lower their costs then selling the company on.
    4:57 AM - 26 Oct 2018
    • 80 Retweets
    • 509 Likes
    • Ken Barlow Santosh R Shetty Art Jonak Nick Henderson RBM 🚀🍎⛈️ Sumanth ⚡ Matthew McLeish Brandon Vlaar Vinícius Mayrink
    20 replies 80 retweets 509 likes
      1. New conversation
      2. Bryce Roberts‏ @bryce Oct 26
        Replying to @AustenAllred

        And most of them are in Texas for some reason...

        1 reply 0 retweets 8 likes
      3. telospolis‏ @telospolis Oct 26
        Replying to @bryce @AustenAllred

        super interesting! any names?

        2 replies 0 retweets 2 likes
      4. Luke Waring‏ @luke_waring Oct 26
        Replying to @telospolis @bryce @AustenAllred

        One in TX is Vista Equity. They recently made $3 billion in only 2 years by cleaning up @marketo. Not sure of others off the top of my head but would also be interested to learn.

        1 reply 1 retweet 10 likes
      5. Bryce Roberts‏ @bryce Oct 26
        Replying to @luke_waring @telospolis and

        Vista is a classic PE fund that does tech deals. These holding cos are a different animal. Not looking to clean up and flip but own and operate at scale. The largest in TX is ESW owned by Joe Liemandthttps://www.forbes.com/profile/joseph-liemandt/#449dfe332ff9 …

        1 reply 0 retweets 9 likes
      6. Luke Waring‏ @luke_waring Oct 26
        Replying to @bryce @telospolis and

        Ah I see, interesting. Thanks for sharing Bryce – will check this out!

        0 replies 0 retweets 1 like
      7. End of conversation
      1. Davis Mitchell‏ @daviscmitchell Oct 26
        Replying to @AustenAllred

        Yes but when Vista started doing it, the model wasn't proven and nobody knew if they'd be able to raise debt against a capital light balance sheet. Huge bet by Robert Smith but man has it paid off.https://www.google.com/amp/s/www.wsj.com/amp/articles/billionaires-secret-buyout-formula-110-instructions-and-an-intelligence-test-1531151197 …

        0 replies 1 retweet 12 likes
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      1. Steve‏ @St_Rutherford Oct 26
        Replying to @AustenAllred

        “Software tastes like chicken.” Vista Equity founder Robert Smith from:https://www.wsj.com/articles/billionaires-secret-buyout-formula-110-instructions-and-an-intelligence-test-1531151197 …

        0 replies 2 retweets 6 likes
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      1. New conversation
      2. Samhan‏ @Samhanknr Oct 26
        Replying to @AustenAllred

        Where can I read more about this

        2 replies 0 retweets 2 likes
      3. Adam Smith‏ @LaissezWhere Oct 26
        Replying to @Samhanknr @AustenAllred

        Constellation's annual shareholder letters. Pretty sure they trade on TSX.

        0 replies 0 retweets 11 likes
      4. End of conversation
      1. John Andrews‏ @johnandrews Oct 26
        Replying to @AustenAllred @thekyleduck

        Does “doing nothing more” include pre-buying public stock via a hedge fund, to take profits after Vista buys said company at 60 or 70% premium, using debt? Or maybe that’s just part of “best practices”.

        0 replies 1 retweet 4 likes
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      1. Justin Ho‏ @JustinHoWZ Oct 26
        Replying to @AustenAllred

        Publicly traded companies too! Constellation Software and Roper Technologies. FCF animals!

        0 replies 0 retweets 3 likes
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      1. Ian Bongaardt‏ @IanBongaardt Oct 26
        Replying to @AustenAllred

        These guys —> @RFS_Vista

        0 replies 0 retweets 4 likes
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      1. New conversation
      2. Dallen Allred‏ @dallenallred Oct 26
        Replying to @AustenAllred

        Example?

        1 reply 0 retweets 2 likes
      3. sam whiteman‏ @blanchomme Oct 26
        Replying to @dallenallred @AustenAllred

        Vista

        0 replies 0 retweets 1 like
      4. End of conversation
      1. Misha Saul‏ @misha_saul Oct 26
        Replying to @AustenAllred

        Basically Vista's model - exceptional returns

        0 replies 0 retweets 2 likes
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      1. Alan Meaney‏ @AlanMeaney Oct 26
        Replying to @AustenAllred

        Funny, they are cold reaching out a LOT now. Nearly as much as recruiters, outsourced dev. Probably a firm a week. Drip campaigns, multi channel, very persistent

        0 replies 0 retweets 1 like
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      1. AJ Malhotra‏ @ajmalhotra1 Oct 26
        Replying to @AustenAllred

        Not PE, but wow.pic.twitter.com/Z19yLe2Bg5

        0 replies 0 retweets 1 like
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      1. Justin Womersley‏ @Jwomers Oct 26
        Replying to @AustenAllred

        Any names you can point out here?

        0 replies 0 retweets 1 like
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      1. Blair Reeves‏ @BlairReeves Oct 26
        Replying to @AustenAllred

        What’s doubly interesting is that when giant sw companies try this (ex. IBM & Oracle) it fails miserably.

        0 replies 0 retweets 1 like
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      1. kcpugh  🌎 👣‏ @kcpugh Oct 26
        Replying to @AustenAllred @NikkiElizDemere

        Vista? No

        0 replies 0 retweets 0 likes
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