Bluethread Connect — PE × ISV Growth Sessions

NYC PE × ISV Growth Workshop

Mar 25, 2026

(1:00 PM - 5:00 PM)

Loft 39 New York, NY

A focused half-day workshop bringing together PE operators, ISV leaders, partnership practitioners, and GTM executives to dig into ecosystem strategy, AI-era GTM shifts, and how partnerships are evolving.

Who This Is For

PE operating partners and platform leaders responsible for growth across portfolio companies

For operating partners and platform leaders responsible for accelerating growth across portfolio companies, improving GTM execution, and scaling repeatable partnership motions that actually drive revenue.

ISV founders and GTM leaders selling into mid-market and enterprise customers

For ISV founders and GTM leaders selling into mid-market and enterprise customers who want to unlock PE, channel, and ecosystem partnerships as a durable growth lever.

Heads of Partnerships, Alliances, and Ecosystems at B2B SaaS companies

For partnership, alliances, and ecosystem leaders at B2B SaaS companies looking to move beyond strategy decks into execution: co-sell design, partner-sourced revenue, and GTM alignment.

Revenue, GTM, and Corporate Development leaders exploring PE- ISV collaboration

For revenue, GTM, and corporate development leaders exploring PE–ISV collaboration models and how partnerships can support M&A, expansion, and long-term growth strategy.

Operators who need practical answers, not theory

For hands-on operators who need real-world answers, proven operating models, and peer insight — not theory, buzzwords, or vendor pitches.

What You'll Experience

  • Clear frameworks for how PE firms and ISVs can drive growth together

  • Candid discussion on what breaks in PEISV partnerships and how to avoid it

  • Peer-level conversation with operators facing the same growth constraints

Event Agenda

1:00 PM – 1:10 PM

Welcome & Opening Remarks

Rob Moyer, Founder Bluethread

  • Framing the opportunity for PE × ISV collaboration

  • Why ecosystem-led GTM is becoming a top-line growth lever

  • How AI is reshaping partner dynamics


1:10 PM – 1:45 PM

Panel: How PE Operators Evaluate ISV Growth Levers

A 35-minute conversation exploring how PE operating partners assess ISV GTM health, growth readiness, and partnership maturity.

Topics include:

  • What operators look for in commercial and partner motions

  • Where ISVs typically get stuck

  • How partnerships influence value-creation planning


1:45 PM – 2:30 PM

Roundtable Breakouts (3 Parallel Groups)

Peer-led working sessions centered on AI, partnerships, and GTM execution.

Each group focuses on:

  • The current state of AI initiatives inside attending companies

  • What partner leaders are doing today — what’s working, what isn’t

  • How teams are integrating AI into sales, marketing, and partner motions

  • Newer channels that are actually making an impact right now

  • How leaders are adjusting partnership strategy in the AI era

  • Shared patterns, lessons, and opportunities across participants

Attendees choose the table most relevant to their role and priorities.


2:30 PM – 2:45 PM

Break


2:45 PM – 3:15 PM

Key GTM Market Insights (Session 1)

30-Minute Presentation + QA
Best practice benchmarking presented by SBI Growth research

  • Benchmark data on sales organization performance

  • Trends in partner-sourced and ecosystem-led revenue

  • Implications for ISVs in the current market


3:20 PM – 3:50 PM

Key GTM Market Insights (Session 2)

30-Minute Presentation + QA
Sales Hiring research presented by Quotient

  • Benchmark data on sales hiring

  • Insights on talent efficiency and modern GTM team design


4:00 PM – 4:45 PM

Building a Successful Private Equity Program (Workshop + Q&A)

A focused workshop session featuring leaders who have built and scaled high-impact PE engagement programs across SaaS, billing, AI, and GTM services. I will lead this session along with two operators who have built leading PE Partner programs.

Discussion Topics:

  • Core components of a successful PE program

  • How to engage operating partners and value-creation teams

  • Positioning your ISV value prop for PE audiences • Reporting, governance, and repeatability

  • Common mistakes and early lessons


4:45 PM – 5:00 PM

Close and Recap

  • Cross-table insights recap

  • A 30-day GTM + partnership action framework

  • Optional follow-up advisory or diagnostics


5:00 PM – 6:00 PM

Networking Power Hour

A focused hour for speakers, operators, ISV leaders, and partner managers to connect directly before the larger evening gathering. Ideal for deeper conversations and targeted relationship building.


6:00 PM – 9:00 PM

Optional Evening Networking

A relaxed industry gathering where partnership leaders, operators, GTM executives, and ecosystem practitioners connect, share experiences, and continue the conversations from the workshop.

Plus — a special announcement from Bluethread and Partnership Mastermind.

Ready to Attend?

Register your invitation to this event by filling out the form

Early Bird (through Dec 31): $249

Standard Registration (Starting Jan 1): $395

You’ll receive an invoice after registration.