Jeff Horing - Building Insight Partners - [Invest Like the Best, EP.440]
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What insights does Jeff Horing share about building Insight Partners?
The best operators have a relentless focus on leverage, finding ways to multiply their impact rather than just working harder. But here's what I see happening in finance teams everywhere. Brilliant people getting buried in expense management busywork. If you think about it, you become a finance leader because you love strategic work. modeling scenarios, optimizing capital allocation, finding the insights that actually move the business forward. But instead, you're chasing receipts and categorizing transactions. It's the opposite of leverage. This is exactly why I'm so bullish on what the team at Ramp has built. Kareem and Eric understood that every minute spent on manual expense management is a minute stolen from high leverage work.
So they automated all of it. Automatic categorization, receipt matching, spending controls that actually work. Check out ramp.com slash invest and see what happens when you eliminate the busy work. Cards issued by Sutton Bank, member FDIC.
How does Insight Partners evaluate software businesses?
Terms and conditions apply. To me, Ridgeline isn't just a software provider, it's a true partner in innovation. They're redefining what's possible in asset management technology, helping firms scale faster, operate smarter, and stay ahead of the curve. I want to share a real-world example of how they're making a difference. Let me introduce you to Brian.
Brian, please introduce yourself and tell us a bit about your role. My name is Brian Strang. I'm the Technical Operations Lead, and I work at Congress Asset Management.
How would you describe your experience working with Ridgeline?
What is the One Fund Strategy and its competitive advantages?
Ridgeline is a technology partner, not a software vendor, and the people really care. I get sales calls all the time and I ignore them. Ridgeline sold me very quickly. We went from 7 billion to 23 billion and the goal is 50 billion. Ridgeline was the clear front runner to help us scale. In your view, what most distinguishes Ridgeline? They reimagined how this industry should work.
How has Insight's sourcing strategy evolved over time?
It was obvious that they were operating on another level.
It's worth reaching out to Ridgeline to see what the unlock can be for your firm. Visit RidgelineApps.com to schedule a demo. One of the hardest parts of investing is seeing what's shifting before everyone else does. AlphaSense is helping investors do exactly that. You may already know AlphaSense as the market intelligence platform trusted by 75% of the world's top hedge funds, providing access to over 500 million premium sources from company filings and broker research to news, trade journals, and over 200,000 expert transcript calls. What you might not know is that they've recently launched something game-changing, AI-powered channel checks. Channel checks give you a real-time, expert-driven perspective on public companies weeks before they show in earnings or consensus revisions.
AlphaSense uses an AI interviewer to run thousands of expert calls with real human experts every month, asking consistent questions across experts so the signals are clean, comparable, and useful. You get live updates as interviews come in, full transcript access and coverage across every major sector. Instantly compare insights across experts and analyze quarter over quarter trends in sentiment and key performance indicators. For investors trying to stay ahead of the fast moving markets, it's already table stakes. Hello and welcome, everyone. I'm Patrick O'Shaughnessy, and this is Invest Like the Best. This show is an open-ended exploration of markets, ideas, stories, and strategies that will help you better invest both your time and your money.
If you enjoy these conversations and want to go deeper, check out Colossus Review, our quarterly publication with in-depth profiles of the people shaping business and investing. You can find Colossus Review along with all of our podcasts at joincolossus.com.
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My guest today is Jeff Horing. Jeff co-founded and leads Insight Partners and has been the managing director since 1995. This is one of Jeff's first public conversations about building one of the world's most successful technology investment firms with over $100 billion of assets under management.
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Chapters
8 chapters
1
What insights does Jeff Horing share about building Insight Partners?
0:00–1:04
2
How does Insight Partners evaluate software businesses?
1:04–1:33
3
What is the One Fund Strategy and its competitive advantages?
1:33–1:54
4
How has Insight's sourcing strategy evolved over time?
1:54–4:21
5
What challenges and opportunities exist in venture buyouts?
4:21–8:55
6
What are the five ingredients for perfect investments according to Insight Partners?
8:55–9:33
7
How does AI serve as a TAM accelerator for investments?
9:33–10:19
8
What reflections does Jeff have on winning and selling strategies?
10:19–1:31:28
Speakers
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