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While some software businesses are poised to become stronger on the back of a wave of AI innovation, there will be others that suffer or become obsolete, says managing director Jeff Keay.
Documents show the software investor is seeking €3.4bn for its third vehicle for the region.
The firm’s software bet holds as portfolio recorded 20% growth year-on-year, even as AI disruption accelerates.
It is still possible to build, transform and exit businesses in this unsettled market, but quality matters more than ever, says Partners Group’s Ben McLean.
Innovation is accelerating, and private markets investors with preferential access to high-quality AI opportunities should be well positioned to benefit, according to Adams Street Partners’ Brijesh Jeevarathnam and Stephen Bluestein.
China’s structural advantages in AI position it at the heart of the industry’s future, making it essential for investors seeking meaningful exposure, says Vitalbridge founding partner Jinjian Zhang.
Operational resilience is becoming a strategic priority for managers amid intensifying AI adoption.
In the age of AI, people-focused leadership is becoming a key differentiator and a route to true value creation, argues Thrive Alternatives chairman and co-founder Chris Lerner.
Amid technological advances and demographic shifts that could upend outdated talent management plans, the onus will be on private equity to design jobs that are fit for the future.
Investors are waiting for answers around how their managers plan to navigate the ‘SaaSpocalypse’.