Navigating the SaaSpocalypse
Valuations across many listed software companies have come under pressure as investors reassess how AI will reshape product economics, pricing power and long-term competitive positioning. In Navigating the SaaSpocalypse, Harald Mährle, Managing Director and Global Co-Head of Lincoln’s Technology Group, examines how AI is emerging as a structural filter, separating resilient software models from those at risk of commoditization.
Key insights include:
• Shift from seat-based to outcome-driven pricing models
• Data, workflow ownership and context define defensibility
• AI drives both margin expansion and growth acceleration
• Governance and trust become core product differentiators
• More rigorous AI-focused diligence for investors
• AI readiness increasingly shapes transaction outcomes
Summary
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Lincoln International is excited to share our thought piece: Navigating the SaaSpocalypse
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Contributors
I lead with an entrepreneurial mindset and serve as a trusted advisor to our clients, delivering deep process and sector expertise to help them thrive in a rapidly evolving technology landscape.
Harald Mährle
Managing Director & Global Co-Head, Technology
Munich