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Software
Firm
Author
Type
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.
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.
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.
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.