Vista Equity Partners Fund VIII, L.P. Recommendation Report slide image

Vista Equity Partners Fund VIII, L.P. Recommendation Report

● The General Partner focuses exclusively on enterprise software, data and technology-enabled solutions companies, investing across a variety of vertical end markets Through its flagship funds, Vista expects to target upper middle-market and large cap businesses, typically with enterprise values between $750 million and $10 billion The General Partner seeks companies with mission-critical solutions, strong customer and revenue retention, high levels of recurring revenue, established and diversified customer bases, defensible competitive positioning and high free cash flow Prior Investments - # by Enterprise Value at Entry¹ As of 6/30/22 100% 90% 80% 70% 60% 50% 40% Hamilton Lane 30% 20% 10% 0% 33% 67% Fund III ■<$500mm 36% 7% 7% 21% 29% Fund IV 29% 6% 6% 6% 18% 18% 18% Fund V ■ $500mm - $1.0bn 13% 13% 4% November 2022 | Proprietary and Confidential 22% 9% 30% 9% Fund VI 33% 23% 7% 7% 20% 10% Fund VII $1.0bn - $1.5bn 28% 13% 4% 8% 13% 17% 18% Aggregate 1 "n/a" represents investments for which enterprise value at entry attribution was not provided. Gross Mult. Realized Performance - by Enterprise Value at Entry¹ As of 6/30/22 6.0x 5.0x 4.0x 3.0x 2.0x Investment Strategy (cont.) 1.0x 0.0x $1.5bn - $2.0bn $1,666.2 mm $2,183.6 mm $2.0bn-$2.5bn $1,641.8 mm Invested Capital ($mm) ■>$2.5bn Executive Summary | General Partner | Investment Strategy | Track Record | ESG | Appendices $1,914.7 mm ■n/a $363.0 mm< $590.0 mm $216.7 mm 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% -10% -20% ◆ Gross IRR Gross IRR Vista Equity Partners Fund VIII, L.P. | Page 15
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