How to pick winners in PE tech investing

Where is the real opportunity in tech investing? Vista, Pantheon, Banque Syz, and ABN AMRO discuss cutting through AI noise, testing moats, tech IPOs, due diligence and secondaries.

Picking the true winners in the age of AI noise is becoming increasingly challenging for GPs. Finding companies that have a real moat that can fend off disruption is no mean feat, and requires extensive due diligence.

But we could see numerous opportunities in this sector if the right businesses are picked, with tech anticipated to account for some of the largest IPOs in history in the near future.

Could there also be opportunities to allocate to the sector via secondaries - giving investors a chance to see proof of concept before investing and managing to avoid zombie companies?