Software pain bites private markets


THE software problem roiling private markets is about to face a big new test. A wall of debt maturities is looming for the industry just as artificial intelligence (AI) threatens to upend entire businesses in what’s been dubbed the SaaSpocalypse.

More than US$200bil of high yield and leveraged loan technology debt is coming due for repayment through 2028, a chunk of it tied to firms owned by private markets.

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