In today's edition, we explore why now might be the time to invest in software, alongside GIC's sustainability shake up and a Hong Kong investor's deeper PE push.

DJ Deb, co-founder of Francisco Partners, told PE Hub that greater clarity around AI will eventually unlock the exit market, suggesting the best is yet to come for software.

The current environment presents what some are calling a "value vintage" opportunity, with AI serving as a potential buying opportunity for software specialists. A tech specialist emphasized that despite current market conditions, software remains a compelling long-term investment thesis.

This week's broader private equity landscape also sees GIC undergoing a sustainability restructure, while a prominent Hong Kong investor is doubling down on private equity allocations, signaling continued institutional confidence in the asset class despite macroeconomic headwinds.