The performance of Software as a Service (SaaS) companies over the past six months has been volatile, as investors try to grapple with impact of AI disruption on established business models. In this white paper, we examine the current sell-off, explain the forces driving it, and offer our perspective on the outlook and how we are positioning portfolios in response.
Synthesising the SaaSpocalypse: Where to from here for Software as a Service (SaaS) companies
by Cardena
