Investment Focus & Strategy - Insight invests across stages, from early-stage startups to post-IPO companies, with a history of 55 IPOs [2] - Insight provides expertise, access, and talent to help portfolio companies scale and grow [3] - Insight emphasizes helping companies build the best products and achieve their dreams [2][3] AI Adoption & Transformation - Insight runs an AI accelerator program to help portfolio companies keep up with the pace of change [4] - The AI accelerator program focuses on helping CEOs drive change in two areas: AI in the product and AI in the business [6] - The program is a six-month program with small cohorts of CEOs [6] - AI is augmenting people and making them more efficient [8] Talent Acquisition & M&A - Venture capital is also a domain for M&A, with the onsite team providing expertise to help companies make acquisitions for geographic expansion, new products, and talent acquisition [13] - Companies are using acquisitions to access AI-native talent [14] Industry Application - One portfolio company in the airline industry uses AI to analyze over 7,000 daily incidents, providing critical insights to keep aircraft safe and revenue flowing [9][10]

Let's talk about these acquisitions. So, were you acquiring the companies and the talent came with them or was this specifically focused on the talent at those companies and integrating them into Unifor. Well, we're very excited first of all with these two acquisitions.Uh they bring a lot of technology to us and the people, the talent. But why were these important for us right now. The state of AI adoption in the in business is at a very interesting point.There are some industry reports talking about AI age ...

Core Insights - SAP has announced an agreement to acquire SmartRecruiters, enhancing its SuccessFactors human capital management suite with SmartRecruiters' expertise in talent acquisition software [1][5] - The acquisition aims to improve hiring processes, reduce time-to-hire, and provide a better candidate experience through integrated analytics and AI-driven recommendations [2][3] Company Overview - SmartRecruiters provides Software-as-a-Service solutions that help over 4,000 organizations globally manage their hiring workflows efficiently [4][8] - The acquisition is expected to close in the fourth quarter of 2025, pending regulatory approvals, with terms of the transaction undisclosed [5] Strategic Benefits - The integration of SmartRecruiters will allow customers to manage the entire candidate lifecycle within a single system, streamlining operations for recruiters and hiring managers [3] - Enhanced AI-enabled recruiting capabilities will lead to more efficient applicant tracking and candidate screening, with data-driven analytics integrated into SAP's existing tools [3][5]