Software

Market Outlooks
May 2026

Agentic AI and the Future of Enterprise Software

Vista Equity Partners

Monti Saroya, Ashley MacNeill

Research

16 Pages

Vista Equity Partners examines how agentic AI could shift enterprise software from systems that help employees into systems that perform work.

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Industry Reports
May 2026

The New Era in Tech Investing Starts Now

Bain & Company

David Lipman

Research

11 Pages

Bain & Company explains why software private equity needs a new playbook as growth slows and AI changes the economics of SaaS.

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AI
April 2026

2026 Market Update

Redpoint

Research

69 Pages

Redpoint Ventures lays out a 2026 software and AI market view built around the idea that pilots now need to convert into real platforms.

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Industry Reports
April 2026

The Balance Sheet Behind the AI Revolution

Apollo

Rob Bittencourt

Research

4 Pages

Apollo argues the AI story is no longer just about models and software upside, but about who can finance the physical buildout behind it.

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