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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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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.
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.
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.
Category Leader
Anthropic: The Enterprise AI Leader Reshaping the Foundational Model Market
Dedale's Private Market Leader 360 on Anthropic covers competitive positioning, enterprise adoption, product strategy, and market dynamics across the foundational AI model landscape.
Market Update
Software Market Trends, May 2026: Valuations Stabilize & AI Breaks Records
Dedale's software market update for May 2026, covering valuation stabilisation, AI investment acceleration, data and intelligence deal activity, key M&A transactions, and Q1 2026 earnings themes for PE investors and corporate development teams
Artificial Intelligence
AI, Value Creation, and the PE Playbook in Software with Anna Amadio
Discover key insights from Anna Amadio, Director of Value Creation at Triple PE, on AI adoption, post-merger integration, and value creation in GRC and financial data software
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