Private Equity 8 Hours

Last updated: June 4, 2026, 2:30 AM ET

AI‑Driven Rollups & Adoption Hurdles

Dwelly’s AI rollup model showed how the firm plans to acquire three to five Saa S companies each quarter, targeting $150 million EBITDA multiples to accelerate revenue synergies. At the same time, Celonis executives warned that AI uptake lagged expectations, citing a 12‑month delay in enterprise deployments that pressures valuation benchmarks for tech‑focused funds.

Benchmark’s Growth Fund Shift

Benchmark launched a $2 billion capital raise, creating its inaugural growth vehicle and breaking a 20‑year habit of capping funds near $425 million, a move that signals private‑equity firms’ confidence in scaling later‑stage tech investments despite the slower AI rollout.