Michael Rosa
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Hey Michael — similar-ish background (IB → PE). been thinking a lot about origination in software lately and Permanent Capital caught my eye. would be good to connect.
Hey Michael, looks like we share a similar PE background, though I was in London doing european growth deals not in Boston investing in software-enabled businesses like you. origination was always the same story for me — clear thesis, decent relationships, but no proprietary system of record. the people, tools and ideas were never really connected. every deal virtually sourced from scratch, nothing compounding over time. curious if that's still how most funds operate or if I'm behind the times? — Russ
Hey Michael, looks like we share a similar PE background, though I was in London doing growth equity deals not in Boston buying and operating software businesses like you. the pattern I keep seeing with most funds is weirdly consistent — strong thesis, solid network, but no proprietary system of record. the people, tools and ideas are never really connected, so every deal is virtually sourced from scratch. nothing compounds on itself. curious if that resonates or if you've built something different at Permanent Capital? — Russ
hey Michael — no worries if the timing's off. most funds I talk to have tried some version of building origination in-house — analyst pulling from Pitchbook or Grata, maybe using ChatGPT to help qualify, dumping it into a spreadsheet. each piece kind of works, but there's no system of record tying it together. the people, tools and ideas are all disconnected, so there's tonnes of wasted energy and everything ends up out of sync. been helping a few funds like Noble Rock work through that. curious if you've run into the same thing at Permanent Capital? — Russ
totally get it if origination infrastructure isn't top of mind right now — most funds have 10 things ahead of it on the priority list. the funds I've seen crack it early just tend to compound deal flow in a way that's hard to replicate later. if it ever moves up the list, I'm easy to find. — Russ
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Prospect Research
## PROSPECT INFORMATION: Name: Michael Rosa Title: Partner Fund: Permanent Capital Background: Michael Rosa is a Boston-based investor and executive currently serving as a Partner at Permanent Capital (since January 2020) and President of Hypothecated Homes (since November 2013). He has a strong background in investment management, real estate, and product strategy. His professional experience includes a five-year tenure as Vice President of Product Management and Marketing at Quaero and prior experience as a Product Manager at BCM, Inc. He holds a BA/MA in Economics and completed an M.S. Program in Mathematical Finance, both from Boston University. His core competencies include analytics, product management, digital marketing, and entrepreneurship. He identifies himself in his headline as a "Professional father, Active investor." Post History: - On July 7, 2016, Michael posted: "Giddy dcffxdccf" Fund details: - Description: We buy and invest in software enabled businesses. We are a group of operators and entrepreneurs - we understand the blood sweat and tears that went into building your business - our aim is to make the selling process as easy and pain free as possible. - Website: https://permanentcapital.co - Location: San Francisco, California, United States - Lead qualification: Research: - Query: =Permanent Capital Michael Rosa recent investments fund thesis - Answer: Michael Rosa is an active investor with Permanent Capital, focusing on industrial finance and long-term value creation through strategic exits and project development. His recent investments emphasize commercialization at scale and overcoming traditional venture capital timelines.