Private Credit and Software Companies: A Stable Investment Option

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Exploring the favorable aspects of investing in software companies through private credit, focusing on their predicted growth, diverse end market, and stable customer base. The chapter also discusses the evolution of private credit and the shift in perception towards software companies as resilient and profitable investments.

Enterprise software is a sector with a lot to love if you’re a private credit investor: long-term contracts and sticky customers.

But how will AI impact software companies? And what is the growth outlook in the sector, which has had a tough time over recent years?

In this week’s episode of Cloud 9fin, private credit reporter Peter Benson and Oliver Thym, a partner on Thoma Bravo’s private credit platform, drill down into the value proposition of enterprise software and explain why private credit still can’t seem to get enough of SaaS.