Resources
Articles
Stay sharp on the trends and dynamics shaping enterprise software. Our articles deliver focused analysis, market perspectives, and deal commentary, written by researchers who spend every day inside these markets.
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Energy & Utilities
AI, Grid Inspection & the AI-Ready Utility with Vikhyat Chaudhry (Buzz Solutions)
Vikhyat Chaudhry, co-founder and CTO of Buzz Solutions, spent three years building a dataset before he had a business. He explains why that was the only order that worked, and what it takes to sell artificial intelligence to an industry that measures decisions in years.
Govtech
AI in GovTech: A Low-Disruption Market Where Incumbents Hold the Advantage
Dedale Intelligence's AI in GovTech report covers AI adoption across 205 local authorities in the US, UK, and France, disruption risk by pillar, vendor benchmarking, and the barriers holding the market back.

Expert Insights
The SaaSPocalypse & What Comes Next with Vladimir Lasocki (Carlyle)
Vladimir Lasocki, Managing Director at Carlyle, reflects on 26 years at the frontier of European technology investing — from the dot-com crash to the SaaSPocalypse — and explains why discipline is the only edge that compounds.
Category Leader
Riskonnect: A PE-Backed Leader in a €3 Billion GRC Software Market
Dedale Intelligence's Private Market Leader 360 on Riskonnect covers the €3bn GRC software market, Riskonnect's M&A strategy, product suite, competitive positioning, and AI capabilities across governance, risk, and compliance.
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IT Services
Vertical ERP, AI & Deep Industry Knowledge with Luciano Cunha (Staedean)
Luciano Cunha, CEO of Staedean, shares how two decades of vertical depth in the Microsoft Dynamics ecosystem became a competitive moat and why agentic ERP is an opportunity, not a threat, for industry-specific software builders.

Market Update
Software Market Trends, July 2026: Valuations Dip Again, Supply Chain Software at an Inflection Point
Dedale's July 2026 software market update covers valuation dips, supply chain software AI disruption, SpaceX's $80B IPO, Q1 2026 earnings, and deal activity across PE, M&A, and VC.

US Market
US Electronic Health Records Software: A $16-18 Billion Market at an Inflection Point
Dedale's segment primer on the US EHR software market covers the $16-18 billion landscape, the acute vs. ambulatory divide, key purchasing criteria, competitive dynamics, and where AI is reshaping clinical workflows.
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IT Services
MSP Tool Consolidation: AI Is Sorting Winners from Losers
The MSP software market is mid-consolidation. Vendors are racing to assemble platforms they should have built years ago, and AI is making the cost of delay harder to absorb.

Office of the CFO
Enterprise Planning, AI in Finance, and the US Expansion Playbook with Andrew Koyfman
Andrew Koyfman, VP Strategy at Board International, shares his perspective on AI in enterprise planning, the shift to consumption-based pricing, and what it really takes to expand from Europe into the US market.

Market Update
Software Market Trends, June 2026: Recovery Signals, RegTech Disruption, and a Record AI Raise
Dedale's June 2026 software market update covers valuation recovery, RegTech AI disruption, Anthropic's $65B raise, key M&A deals, IPO signals, and Q1 2026 earnings across 33 companies.
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