Markets
Oliver Wyman: PE Firms Must Triage SaaS Portfolios Against Four Agentic AI Disruption Mechanisms
Oliver Wyman published a SaaS valuation framework identifying four disruption mechanisms from agentic AI: direct substitution (AI performs the core task), competitive acceleration (AI enables faster in-house development), agentic execution (agents replace human seats), and indirect disruption (AI eliminates the jobs the software monetized). The framework introduces a three-bucket portfolio triage — resilient/AI tailwind, reinforce and invest, structural disruption risk — and warns that assets screened as 'high quality' based on retention and growth may face structurally different trajectories under AI-driven operating models.
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