SaaSpocalypse now? It's nuanced when it comes to PE funds

Our analysis this week of PEI Group performance data shows it's not all doom and gloom for software-focused funds, though the AI disruption threat is very real.

ByAdam Le

16 April 2026•3 mins read

[data-article-body-skeleton]{display:none!important}

JavaScript is required to read this article. Please enable it in your browser and reload the page.

Editor's View North America TMT PEI Group Data Performance Commentary

SaaSpocalypse now? It's nuanced when it comes to PE funds

Insight Partners

Oaktree Capital Management

PSG

Thoma Bravo

Vista Equity Partners

Related articles