How Growth Equity Firms Pick Software Winners in an AI Market — Emila Damjanovic and Evan Skorpen

Today we welcome Emila Damjanovic and Evan Skorpen, Partners at Lead Edge Capital, a growth equity firm with 100+ company partnerships and 60+ exits. The conversation covers how growth equity works, why software cash margins have tripled while valuations compressed, and how to identify which software businesses are actually durable when AI is reshaping the category.

This episode gives investors a cleaner way to evaluate software positions right now.

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