The Q1 2026 Enterprise SaaS VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.

Lenders are growing more selective about the deals they back, which means stricter underwriting and requirements to demonstrate real earnings.

They’re selective about software assets amid AI fears, according to two of the largest buyers in the market.

The move comes as the evolution of AI is rewriting the playbook for PE firms across industries.

This analyst note introduces a new AI-centric technology investment stack and examines how the rise of digital labor is reshaping enterprise software, human capital, and the broader global economy.

LPs poured in $234.1 billion last year, the most capital of any asset class outside PE.

This analyst note explores the trends in enterprise SaaS M&A dealmaking in Q4 2025, examining investment activity across deal types, segments, and subsegments.

The Q4 2025 Infrastructure SaaS VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.

Enterprise software is shifting from seat-based SaaS to outcome-based “Service-as-Software.” Learn how to evaluate vendor readiness and identify compounders vs. value traps.

New PitchBook research offers predictions about emerging VC opportunities.

This analyst note examines whether US private equity will double down on software amid valuation compression and AI disruption, assessing risks, underwriting shifts, and potential opportunity in the reset.

The Q4 2025 Enterprise SaaS VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.

This analyst note outlines how AI is accelerating SaaS incumbents’ shift to outcome-based, labor-replacing models, creating a massive new revenue cycle while reshaping competitive moats and investor strategy.

The Q3 2025 Infrastructure SaaS VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.

This analyst note explores the trends in enterprise SaaS M&A dealmaking in Q3 2025, examining investment activity across deal types, segments, and subsegments.

In Q3, PE funds did two of every three deals, according to PitchBook data.

Our 2026 Artificial Intelligence Outlook identifies the top AI subsectors to watch within our emerging technology verticals in the upcoming year.

The Q3 2025 Enterprise SaaS VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.