The building AI wave is increasingly transforming how investors assess risks and opportunities in software, significantly impacting companies’ ability to attract partners, raise capital or sell shares. Well-positioned software businesses have a set of characteristics providing both disruption resilience and AI-enabled outperformance potential. As the market moves from Software-as-a-Service to Service-as-Software, established business models need to be reimagined to avoid marketing myopia pitfalls.
Björn Beckman works as a Principal at Verdane, a European specialist growth equity investor with €8+ billion in assets under management and 150 employees spread across the DACH, Nordics and UK regions. He has spent more than 10 years investing and building successful software businesses in Northern Europe, including Centra, Easy Park, Fashion Cloud, Hornetsecurity, Ingrid, Stratsys and Voyado.
Join him as he guides you through how Verdane operates, deals with new investments and the software market outlook post-ChatGPT.