Panel: AI and software investments: repricing risk, value, and the hold thesis
– Assessing how AI is eroding the competitive moats and revenue predictability that underpinned many mid-market software valuations
– Is AI a genuine value creation lever for portfolio companies, or a structural threat to core software hold theses?
– Evolving due diligence frameworks to capture AI exposure accurately across new deals and existing portfolio reviews
– Is AI a genuine value creation lever for portfolio companies, or a structural threat to core software hold theses?
– Evolving due diligence frameworks to capture AI exposure accurately across new deals and existing portfolio reviews