Views from the Top

Beyond SaaS: building resilient software businesses in the age of AI

Paul-Noel Guély, Managing Partner at Arma Partners, speaks with Elona Mortimer-Zhika, former CEO of IRIS Software Group, about scaling software businesses through culture, navigating AI disruption, and how leadership teams should think about the next phase of value creation. Episode highlights: * Culture and performance: what actually drives outcomes in high-growth organisations * AI and market shifts: how leaders should respond when narratives move faster than fundamentals * Decision-making under uncertainty: balancing conviction, adaptability, and speed * Rethinking software: how the role of software inside organisations is evolving

From Cloud to AI: Where the Real Value Is (and Where It Isn’t)

In this episode of Views from the Top, Arma Partners’ Andrew Wheatley sits down with Pontus Noren, founder of Cloudreach and Ensemble AI, to unpack what actually drives technology adoption - from the early days of cloud to today’s AI wave. They discuss why enterprises move slower than expected, where AI is genuinely creating value, and what most people are getting wrong. Episode Highlights: * Why AI won’t transform enterprises as fast as people think * The shift from systems of record to systems that actually reason * How “software with a service” is replacing traditional SaaS models * Where AI delivers real ROI today (and where it doesn’t)

Aareon: The Making of a European PropTech Leader

Paul Guély, Managing Partner at Arma Partners, speaks with Harry Thomsen, CEO of Aareon, about transforming a bank-owned software business into a leading pan-European PropTech platform, and how AI is reshaping the future of real estate. Episode highlights: * Transformation at scale: building a decentralised, pan-European SaaS leader * Smarter growth: balancing M&A, organic expansion, and profitability * AI in action: automating workflows to cut manual work and speed innovation * Unlocking efficiency: modernising a lagging industry to boost performance and experience

Domyn and the future of AI in regulated environments

Sophia Metz sits down with Uljan Sharka, Founder and CEO of Domyn, to unpack a bold vision for the future of artificial intelligence in highly regulated contexts. The conversation explores sovereign AI, the limits of generative AI, and the importance of AI ownership. Episode highlights: * Why most pilots fail and what organisations misunderstand about deploying AI at scale * Regulation as an advantage: how the EU AI Act and sovereign AI debates are shaping the future of global competition * Trust vs speed: balancing rapid innovation with accountability in mission-critical environments * What’s next: from governments and enterprises to individuals owning their own AI systems

Leading the GovTech Revolution

Lee Perkins, CEO of Civica, discusses leading a GovTech powerhouse serving 100 million citizens, and his approach to AI adoption in the public sector.   Episode highlights:  - The power of focus: why narrowing a broad portfolio intobig bets is the key to accelerating transformation - De-risking innovation: how bringing customers "intothe tent" allows for safe, high-speed AI experimentation in a zero-failure environment - The scar tissue advantage: why PE-backed firms needleaders who have weathered multiple tech cycles to navigate today’s rapid shifts