Investment Thesis
Tyler Technologies provides cloud-based software for state and local governments, courts, and schools. SaaS migrations, cross-selling, and data platforms deliver recurring growth.
- Mission-Critical Footprint: Public safety, ERP, courts, and tax systems embed Tyler deeply.
- Cloud Transition: Everest program and AWS partnership accelerate SaaS adoption.
- Data & Insights: Payments, open data, and civic engagement modules expand wallet share.