Private Equity’s AI Shift: Bob Morse on SaaS, Pricing, and Alignment
Sean Mooney speaks with Bob Morse, Co-Founder & Managing Partner at Strattam Capital, about the changing playbook in private equity, especially in tech.Morse traces his path from Morgan Stanley and Oak Hill to founding Strattam, then lays out a no-surprises model: turn cards face-up pre-signing, align on a founder-written five-point plan, and opt-in support with real accountability. He explains why AI threatens seat-based SaaS economics, where outcome pricing wins, and how PE firms should push portfolios to experiment while keeping the founder’s innovative spark alive.Clear-eyed and practical, this conversation arms business builders with a framework to act now.Episode highlights:1:26 – An engineer’s path into private equity7:15 – Why tech needed a dedicated, specialized PE fund and the genesis of Strattam13:03 – Solving the “first board-meeting surprise”19:45 – The founder persona Strattam backs: industry operators with proven product-market fit27:15 – AI as invention vs. innovation...
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