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Special Feature - Summer 2026

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Special Reports

Deciphering trends

Special Feature - Summer 2026

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Special Feature - Summer 2026

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How artificial intelligence is redefining value creation in private equity, from fund managers’ analysis processes to the operational transformation of portfolio companies.

While the correction in the tech markets in early 2026 wiped out more than $1,000 billion in market capitalization, according to QuantPillar, the emergence of agent-based AI makes it essential to distinguish between core software (systems of record) and peripheral applications. Mastery of proprietary data and critical workflows forms the foundation of a sustainable competitive advantage.

In particular, the document presents:

The Resilience of Systems of Record in the Face of AI and the Selection Criteria for Sustainable Software Assets;
The shift in business models from license-based pricing (per -seat) to usage-based and value-based billing;
Exclusive insights from international fund managers: Jean-Baptiste Brian (Hg), Scott Crabill (Thoma Bravo), Sven van Berge Henegouwen and Bram Kaashoek (Main Capital Partners);
Operational case studies from IFS (critical industrial software) and Access Group (B2B software for small and medium-sized businesses);
The Impact of AI on the Investment Profession, from Deal Origination to the Assessment of Executive Competencies.

This report is intended for individual investors, wealth managers, financial advisors, and executives seeking to anticipate technological changes in the sector. This study provides a clear framework for identifying the drivers of growth in private equity in the age of AI.

Watch the full video interviews:Sven van Berge & Bram Kaashoek (Main Capital Partners), Jean-Baptiste Brian (Hg), and Scott Crabill (Thoma Bravo).

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