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Introducing the 6th Vintage the Odyssey line
Published on
4/5/2026
1:46:17
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Summary
Is the private equity cycle picking up again following the valuation adjustment caused by rising interest rates?
In this webinar, we analyze the market environment, our take on B2B software in the face of AI, and the rationale behind the Vintage (Odyssey Horizon).
On the program:
- Where we stand in the cycle (M&A, valuations, recovery in 2024–2025).
- Why post-correction phases have often created better entry points.
- AI vs. Software: Why Systems of Record (Mission-Critical Software) Remain Central.
- Vintage Strategy: buyouts and growth, co-investment fund, targeted diversification.
- Why the "Re-up" approach is key to maintaining a consistent rhythm over time.
- New partner tools: Re-up management, customer segmentation, Cash Flow Simulator 2.0.
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