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PE International July Issue: AI Disrupts Software Portfolio Strategy

PE International •
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Private Equity International released its July/August 2026 issue, headlined by a deep dive into how artificial intelligence is disrupting the software companies that have long anchored private equity portfolios. The edition arrives as generative AI reshapes valuations and deal logic across the asset class.

Also featured is the Global Investor 150, this year's ranking of the world's largest limited partner allocators, offering a snapshot of capital deployment trends. StepStone chief executive Scott Hart sits for an interview dissecting what he calls the illusion of uniform success in private markets, arguing that dispersion between top and bottom quartile managers has widened.

Software has been private equity's most reliable growth engine for a decade, drawing record dry powder and premium multiples. The issue examines whether AI-native competitors and shifting enterprise budgets threaten that thesis, forcing general partners to rethink hold periods and value-creation playbooks in a sector once considered defensive.

Subscribers gain access to the full LP Perspectives 2026 dataset alongside fundraising league tables and placement agent rankings. The package reflects an industry recalibrating around technology risk and LP scrutiny, with the magazine's analysis serving as a reference point for allocation committees navigating the transition.