Permira, a global private equity firm managing around €85 billion ($98 billion), is spotting new opportunities in software loans—even as concerns grow about how AI could disrupt the industry.
According to Bloomberg, the firm is leaning into tech-focused investments, taking advantage of current market uncertainty. Many lenders and investors have become cautious as AI continues to reshape traditional software business models, but Permira sees this as a window of opportunity rather than a risk.
Instead of pulling back, the firm is strategically positioning itself to benefit from the shift—reflecting a broader trend where investors aim to balance the risks of AI disruption with its long-term potential.