Vista Equity Partners Fund VIII, L.P. Recommendation Report
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Hamilton Lane
The General Partner has generated strong gross performance across prior funds
The unrealized portfolio remains healthy, with the majority of investments held at or above cost as of 6/30/22
Subsequent to 6/30/22, Vista signed an agreement to acquire an automated tax compliance software company, representing an
additional investment in Fund VII and the first platform investment for Fund VIII
($mm)
Fund
Fund III
Fund IV
Fund V
Fund VI
Fund VII
Total
($mm)
Fund
Fund III
Fund IV
Fund V
Fund VI
Fund VII
Total
Amount
Invested
Vintage
$1,116.2
939.4
2,730.4
3,790.1
0.0
$8,576.0
2007
2011
2014
2016
2019
# of Inv.
Vista Equity Partners Management, LLC
Realized Investment Performance
As of 6/30/22
$3,535.8
2,672.8
7,436.6
11,266.8
58.7
$24,970.8
Total
12
14
17
23
30
96
Vista Equity Partners Management, LLC
Prior Investment Performance
As of 6/30/22
November 2022 | Proprietary and Confidential
Real.
11
9
11
9
10
50
Amount Unrealized Gross
Realized
Value
Mult.
Fund Size
$0.0 3.2x
73.7
2.9x
67.7
2.7x
299.3
3.1x
0.0
n/a
$440.7 3.0x
$1,287
3,467
6,007
11,095
17,077
Gross
IRR
36.2%
49.3%
41.1%
36.4%
n/a
38.2%
Amount
Invested
$1,236.2
3,066.4
6,740.9
12,809.0
12,876.7
$36,729.1
($mm)
Fund
Fund III
Fund IV
Fund V
Fund VI
Fund VII
Total
Amount
Realized
$3,758.6
4,547.4
9,232.7
12,938.2
145.9
$30,622.7
Track Record (cont.)
Amount
Invested
Unrealized Gross
Value
Mult.
$120.0
2,127.0
4,010.5
9,018.9
12,876.7
$28,153.0
$102.2 3.1x
3,215.0 2.5x
9,232.2 2.7x
17,127.2 2.3x
19,894.2 1.6x
$49,570.8 2.2x
Vista Equity Partners Management, LLC
Unrealized Investment Performance
As of 6/30/22
Amount Unrealized Gross
Realized
Value
Mult.
$222.8
1,874.5
1,796.1
1,671.4
87.2
$5,651.9
Gross
IRR
Executive Summary | General Partner | Investment Strategy | Track Record | ESG | Appendices
35.8%
19.4%
26.9%
26.2%
26.4%
26.9%
$102.2
2.7x
3,141.3
2.4x
9,164.5
2.7x
16,827.9
2.1x
19,894.2 1.6x
$49,130.1 1.9x
Gross
IRR
19.5%
12.7%
20.3%
20.2%
26.1%
19.2%
Vista Equity Partners Fund VIII, L.P. | Page 20View entire presentation