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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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AI, Grid Inspection & the AI-Ready Utility with Vikhyat Chaudhry (Buzz Solutions)
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.
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AI in GovTech: A Low-Disruption Market Where Incumbents Hold the Advantage
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.
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The SaaSPocalypse & What Comes Next with Vladimir Lasocki (Carlyle)
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.
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Riskonnect: A PE-Backed Leader in a €3 Billion GRC Software Market
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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Vertical ERP, AI & Deep Industry Knowledge with Luciano Cunha (Staedean)
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.
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Software Market Trends, July 2026: Valuations Dip Again, Supply Chain Software at an Inflection Point
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.
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US Electronic Health Records Software: A $16-18 Billion Market at an Inflection Point
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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MSP Tool Consolidation: AI Is Sorting Winners from Losers
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.
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Enterprise Planning, AI in Finance, and the US Expansion Playbook with Andrew Koyfman
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.
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Software Market Trends, June 2026: Recovery Signals, RegTech Disruption, and a Record AI Raise
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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Dedale Intelligence is now accessible via MCP
Product Update

Dedale Intelligence is now accessible via MCP

Dedale Intelligence connects directly to Claude and any MCP-compatible AI environment. For PE analysts, corporate development teams, and M&A advisors, this removes the context switch between intelligence and work.
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Industrial AI & the Future of Industrial Software with Geir Engdahl
Industrial Software

Industrial AI & the Future of Industrial Software with Geir Engdahl

Discover key insights from Geir Engdahl, Co-founder & CTO of Cognite, on industrial data, agentic AI, and the future architecture of asset-heavy industries.
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