Constellation Software vs Insight Partners

Constellation Software Inc. Announces Conference Call to Discuss Third Quarter Results

Constellation Software Inc. announced a conference call to discuss its third quarter results, scheduled for October 16, 2026.

Investor Presentation Released: CSI Software

AI parsed presentation narrative: Constellation Software (CSI) continues to drive long-term shareholder value by acquiring, managing, and building vertical market software (VMS) businesses. Through disciplined capital allocation, the company reinvests its robust free cash flow back into high-hurdle-rate acquisitions, driving consistent double-digit revenue and operating cash flow growth. Strategic pillars: Decentralized VMS Operations, Hurdle-Rate-Driven M&A.

Constellation Software Inc. Announces Claire Kennedy’s Resignation from the Board of Directors

Constellation Software Inc. announces the resignation of Claire Kennedy from the Board of Directors, effective August 31, 2026.

Snorkel AI raises $350M Series E, triples valuation to $3.5B

Snorkel AI, a startup providing AI training data and simulated environments, has raised a $350 million Series E round at a $3.5 billion valuation, nearly tripling its previous $1.3 billion valuation from 17 months ago. The round was led by Insight Partners and S32, with participation from existing investors Addition, Lightspeed, Greylock, GV, and Wells Fargo. Snorkel has shifted from data-labeling software to offering complete datasets and reinforcement learning environments. The company reports an annualized revenue run rate of $375 million, an eighteenfold increase over the past year, driven by high demand from AI labs. The funding will support scaling its data-as-a-service offering.

• Snorkel AI raised $350 million in a Series E round.
• The Series E was led by Insight Partners and S32.
• Snorkel AI's valuation is now $3.5 billion, up from $1.3 billion.

AI Agents as Startup Teammates: Disrupt Session Preview

This article previews an upcoming TechCrunch Disrupt 2026 session titled 'Hiring When AI Is a Co-Founder,' featuring Josh Reeves (Gusto), Michelle Johnson (Insight Partners), and John Koelliker (Leland). The session explores how early-stage startups are integrating AI agents into their teams, taking on engineering, support, and operational tasks. The discussion focuses on the decision-making process for founders: what work to delegate to AI versus what should remain with humans, emphasizing judgment, accountability, and culture. The article highlights insights from each speaker, drawing on Gusto's data from 500,000+ companies, Insight Partners' scaling expertise, and Leland's talent platform perspective. It presents AI agents as a new option for startup resourcing, prompting a fundamental rethink of team design and the role of early employees in an AI-native world.

• TechCrunch Disrupt 2026 will host a session called 'Hiring When AI Is a Co-Founder' featuring Gusto, Insight Partners, and Leland.
• Josh Reeves is CEO of Gusto, which supports 500,000+ companies.
• Michelle Johnson is SVP at Insight Partners and previously helped scale Flock Safety to $90M ARR.

Insight Partners' Deven Parekh on Diversification Amid AI Concentration

In an interview at TechCrunch's StrictlyVC event, Insight Partners' co-leader Deven Parekh discussed the firm's diversified investment strategy, contrasting with rivals' heavy concentration in frontier AI labs like OpenAI and Anthropic. Parekh highlighted Insight's $90 billion in assets under management, its approach to early-stage investing, and its recent returns of over $20 billion to LPs. He noted that the firm holds stakes in both OpenAI and Anthropic, seeing them as complementary plays. Parekh also commented on the competitive landscape, losing the Legora deal to General Catalyst, and expressed caution on physical AI. He discussed the upcoming IPOs of Anthropic and OpenAI, the concentration risk in venture funding, and the importance of liquidity. The interview covered Insight's portfolio reviews, its investment in Armis, and its philosophy of letting performance speak rather than being loud on social media.

• Insight Partners manages $90 billion in assets under management.
• Insight Partners has returned over $20 billion to LPs over the past two years.
• Insight Partners owns stakes in OpenAI and Anthropic, viewing them as consumer and enterprise plays respectively.