private equity technology
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The 100-Day PE Portco Growth Install: A Full Public Playbook
A practical 100-day playbook for PE portfolio companies to stabilize revenue, pick 3–5 high-leverage GTM moves, and install repeat systems.
PE Firms Have $2 Trillion Ready to Deploy, Reddit Is Worth $43 Billion on Human Data Alone, and the SaaSpocalypse Just Wiped $1 Trillion From Software Stocks - The Pattern Hiding in All Three Stories Is the Same: Whoever Controls the Data Controls the Exit.
Companies that own exclusive, irreplaceable data command higher valuations and safer exits; workflow-focused firms face existential risk.
29. PE Confidence Just Hit a 6-Year High. $2 Trillion Is Moving. None of It Toward Generic SaaS.
PE firms are shifting $2T to AI-driven and vertical SaaS, shunning generic SaaS and favoring operational gains and proprietary data.
I've Watched PE Firms Acquire 83 Businesses. Here's the Pattern They Never Announce Publicly: They Always Buy the Distribution First.
PE firms buy scalable distribution networks—using roll-ups, add-ons and AI—to de-risk revenue and lift exit multiples.
15. Blackstone, KKR, and Silver Lake Aren't Competing With Each Other. They're All Buying the Same Asset - Data-Controlled Distribution - From Founders Who Don't Know What They Actually Have.
Private equity is buying the data pipelines and workflow systems that validate and distribute AI outputs—distribution, not models.
12. PE Has $2 Trillion in Dry Powder and a "Deploy or Return" Mandate. Every Dollar Chasing the Same Thesis: Own the Data. Own the Distribution. Everything Else Is Leverage. FinancialContent
PE firms with $2T dry powder favor SaaS and AI companies that own proprietary data and distribution for faster, defensible growth.
7. The Private Credit Market Has $600 Billion Bet on Software Companies That AI Is Now Replacing. This Is the Quiet Crisis Nobody Is Tracking.
AI is replacing legacy SaaS, risking $600B in private-credit loans and spiking defaults, maturities, and BDC strain.
4. The Reason Silver Lake Paid $56.5 Billion for a Gaming Company Has Nothing to Do With Games.
The EA buyout was driven by its Frostbite tech, AI systems, recurring revenue and 700M-user data—not the games themselves.
3. From 2015 to 2025, PE Acquired 1,900 Software Companies for $440 Billion. AI Is Now Dismantling the Thesis Behind Every Single One. Nobody on Wall Street Wants to Say It First. SaaStr
AI is eroding SaaS revenues, margins and valuations, forcing private equity to reassess $440B in deals and pivot to AI infrastructure.
1. PE Isn't Buying Your SaaS Company. They're Buying Your Customer Data and Your Distribution List. The Rest Is Filler.
PE firms target SaaS customer data and distribution lists—clean data, high NRR and AI-ready channels drive much higher valuation multiples.
How to Fund Your First Acquisition: A Breakdown of Seller Notes, SBA Loans, and Search Fund Options.
Compare seller notes, SBA 7(a) loans, and search funds to fund your first SaaS or AI acquisition—trade-offs in ownership, risk, and deal size.
How to Source Deals as an Operator (Not a Banker)
How operators source off-market deals using succession signals, AI tools, relationship-building, and flexible deal structures to avoid brokers.