Insights
Markets, Deals, and Industries We Work In
AI is reshaping accounting into a higher-value industry. Routine work like data entry, basic returns, reconciliations, and audit sampling is being automated, freeing CPAs to spend more time on judgment…
The recent SaaS selloff, driven by Anthropic’s Claude Cowork launch, industry-specific plugin rollouts, and concern that agentic AI will erode seat-based pricing, has been largely indiscriminate…
A Slow and Then Sudden Death for SaaS? You have likely encountered a new term over the past several weeks: the “SaaSpocalypse.” (Though we think “SaaSacre” has a better ring to it.)