Private Equity Growth Strategy in Vertical Software Markets with Bobby Ocampo
Private Equity Growth Strategy in Vertical Software Markets with Bobby Ocampo  
Podcast: Private Equity Podcast: Karma School of Business
Published On: Wed May 20 2026
Description: Bobby Ocampo, Managing Partner at Blueprint Equity, shares how his firm approaches early growth-stage investing within private equity. He explains Blueprint's focus on capital-efficient, founder-led vertical software businesses and how they build scalable go-to-market engines post-investment. The conversation also explores how AI, rising competition, and shifting market dynamics are reshaping underwriting and value creation. A practical look at where private equity is heading—and how to win in it. Episode Highlights: 2:05 - From physics major to private equity via investment banking and venture capital 7:20 - Why Blueprint Equity was built to avoid "asset gathering" and mediocre returns 14:10 - Breaking down growth equity vs. venture capital and traditional private equity 16:05 - Key investment criteria: capital efficiency, retention, and vertical focus 26:10 - Turning "successful in spite of themselves" companies into scalable platforms 30:45 - How AI is reshaping underwriting, product strategy, and competitive dynamics 38:45 - Career advice: spotting opportunity early and jumping on asymmetric upside For more on Blueprint Equity, visit:  https://www.onblueprint.com/ For more information on Bobby Ocampo, go to https://www.linkedin.com/in/bocampo