Private Equity FunCast

Jim Milbery and Devin Mathews

Your favorite GP's favorite podcast. Occasionally insightful, always entertaining. Deep dives into how private equity works, what happens after the deal closes, how money gets raised, and how companies get bought and sold. And everything in between with healthy doses of pop culture and humor. Straight from the team at ParkerGale Capital. For educational and entertainment purposes only. Not investment advice. Additional disclosures at www.parkergale.com.

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Private Equity FunCast

Episodes (310)

Today The Ghost of Software Future
Wed Apr 1st When And How To Sell Your Company
Mar 25th You Just Bought A Company. Now What?

Private Equity FunCast

Apr 8, 2026
2 hours
125 MB

In February of this year, an obscure research report triggered a $1 trillion wipeout in software stocks in seven days. In this episode we decipher what actually happened — and why AI is more likely to be a gift to enterprise software than a death sentence. Devin and Jim have invested through every major tech transition: PCs, client-server, the browser, mobile, the cloud. This time, they're breaking down the four bear cases for enterprise software (private credit, seat licensing, vibe coding, the AI bubble) and sharing what's actually happening inside their portfolio. The ghost shows up every decade. Here's how not to get...

Private Equity FunCast

The Ghost of Software Future

Jim Milbery and Devin Mathews

00:00 -01:30:49