Software

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Weekend Analysis

Meet Petra, the AI that runs a PE firm

August 21, 2026

PE is racing to integrate AI. Boston-based Ethos Capital may have taken it further than anyone.

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Analyst Insights

Private equity calls the AI de-rating overdone

August 13, 2026

Thoma Bravo’s $4B insurtech take-private and reported PE talks for Workday signal continued demand for cash-flow-positive, regulated vertical SaaS.

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Direct Lending

AI disrupts software underwriting for Europe’s lenders, says Hayfin

July 28, 2026

Advances in AI have changed the game for software businesses, Hayfin’s Marc Chowrimootoo tells LCD.

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High-Yield Bonds

Bond issuance backing AI investment tops $250B, testing limits of voracious investor demand

July 9, 2026

Signs of buyside indigestion are showing, particularly for AI hyperscalers.

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SaaS

The great software margin boom begins in a sea of fear

July 1, 2026

Encoding human judgment into scalable workflows promises to cut costs and drive revenue.

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Private Equity

PE pivots as platform buyouts in software fall to decade low

June 25, 2026

A tougher lending market and AI uncertainty are pushing software investors toward add-ons and growth equity deals.

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Direct Lending

European direct lenders mull software deals as AI shapes sector

June 24, 2026

This key market segment is being re-examined, with a fault-line separating companies according to AI exposure.

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Private Equity

PE firms want software deals, but lenders don’t want to fund them

June 16, 2026

Big lenders have pulled back from financing software buyouts amid investor concerns about AI’s threat to the sector.

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Commentary

Software’s flat-rate era is ending

June 12, 2026

Q1 venture activity in SaaS signals investors are embracing the pricing model shift.

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SaaS

Software companies need more than strong revenue to secure private credit loans

May 18, 2026

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

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Private Equity

Secondary buyers looking for software bargains will be left disappointed

May 12, 2026

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

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Software

OpenAI unveils PE-backed joint venture to accelerate AI adoption

May 11, 2026

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

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Leveraged Loans

Europe’s leveraged loan borrowers shrink 2028 maturity wall, but challenges loom

April 28, 2026

A sizeable portion of debt remains from the buyout boom of 2021.

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Private Equity

Orlando Bravo: Now’s the time to buy software amid SaaS-pocalypse gloom

April 15, 2026

Thoma Bravo founder is on the lookout for software companies that have been punished by the public markets.

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Enterprise SaaS

AI agents are winning by selling workflows

April 9, 2026

Startups are making a $24B case for pricing AI based on outcomes.

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Private Credit

A big week for fundraising has got opportunistic lenders excited

April 9, 2026

An impending debt maturity wave and growing AI fears have led many to believe that—finally—the credit cycle is turning.

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Private Credit

AI headwinds persist for software firms, but European direct lenders find shelter

March 26, 2026

Europe’s market has been more sheltered from the AI-driven shock than its US counterpart.

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PE Fundraising

Private credit is bruised, not broken

March 25, 2026

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

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