Welcome back to The SaaS CFO Podcast! In this episode, Ben Murray sits down with Bobby Ocampo, Managing Partner at Blueprint Equity, for a candid conversation that flips the script—from founder journeys to the investor’s perspective. Bobby Ocampo shares his path from physics major to private equity leader, and together they dive into what he calls the “missing middle” of growth equity investing.

This discussion explores how the SaaS landscape is being redefined by AI, what investors now look for in SaaS and AI-driven businesses, and how founders can build defensible, vertical software companies in today’s competitive market. If you’ve ever wondered how investment criteria are evolving—and what metrics, strategies, and AI trends matter most when raising capital—this episode offers actionable insights straight from the dealmaking front lines.

Show Notes:

00:00 Introduction to Growth Equity

05:30 Adopting AI in SaaS products

09:53 Building trust and community

10:27 Trust and support in software business

14:15 Early growth equity challenges

18:23 Challenges with AI Monetization

22:53 Valuation for legacy SaaS companies

25:10 Importance of AI in investments

29:47 What makes an investment attractive

31:02 Thinking about raising funds

34:43 Understanding venture capital returns

37:07 Discussing future growth strategies

Links:

Bobby Ocampo’s LinkedIn: https://www.linkedin.com/in/bocampo/

Blueprint Equity’s LinkedIn: https://www.linkedin.com/company/blueprint-equity/

Blueprint Equity’s Website: https://www.onblueprint.com/

To learn more about Ben check out the links below:

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