# Ep. 123: Bob Morse, Strattam Capital | Embedding AI into Vertical Software to Drive Portfolio Growth

Page: https://stenobird.com/podcast/private-equity-value-creation-podcast-7052671/ep-123-bob-morse-strattam-capital-embedding-ai-into-vertical-software-to-drive-portfolio-growth
Text version: https://stenobird.com/podcast/private-equity-value-creation-podcast-7052671/ep-123-bob-morse-strattam-capital-embedding-ai-into-vertical-software-to-drive-portfolio-growth.md
Podcast: [Private Equity Value Creation Podcast](https://stenobird.com/podcast/private-equity-value-creation-podcast-7052671)
Published: 2026-04-10T04:00:00+00:00
Episode link: https://www.spreaker.com/episode/ep-123-bob-morse-strattam-capital-embedding-ai-into-vertical-software-to-drive-portfolio-growth--71224770
Audio file: https://api.spreaker.com/download/episode/71224770/421736403_44100_2_d2c24a24463ae.mp3
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JSON: https://stenobird.com/v1/public/podcasts/private-equity-value-creation-podcast-7052671/episodes/ep-123-bob-morse-strattam-capital-embedding-ai-into-vertical-software-to-drive-portfolio-growth
Duration seconds: 2495

## Resource

On this episode, Bob Morse, Co-Founder and Managing Partner at Strattam Capital, shares how founder-led vertical software companies can embed AI meaningfully into their products and avoid being left behind as the market shifts.Hear how Strattam approaches AI adoption across its portfolio—from replacing year-long custom development backlogs with 48-hour turnarounds, to tracking the share of deals where AI features are the deciding factor in the sale. Learn why successful AI adoption requires leadership change before technology change, how to identify AI projects worth pursuing by staying close to the customer problem and why the goal is to be in the AI spending bucket rather than the SaaS spending bucket.

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## Transcript

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