Private Equity Reprices Software Around AI Risk
Durability of moat and pricing power are back at the centre of software diligence.
CapitalMENA Newsroom07 Aug 20265 min read
Moat durability
Diligence lens
Pricing power
Focus
Wider dispersion
Outcome
Private equity is repricing software businesses around a single question: how exposed is the moat to disruption from AI?
That has sharpened diligence on pricing power, switching costs and the defensibility of data and distribution.
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