May 2026: SaaS and AI Concentration in Private Credit - Underwriting Deterioration and the Coming Maturity Test
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May 2026: SaaS and AI Concentration in Private Credit - Underwriting Deterioration and the Coming Maturity Test

caia
2 months ago
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Authored by Georgina Tzanetos, Director of ContentFor the better part of a decade, the SaaS loan was the private credit market's closest thing to a sure thing.Recurring revenue. High retention. Scalable margins. It all worked in theory—until it became so popular that people stopped being disciplined about it.Now, AI is doing what competitive pressure didn't: stress-testing the entire thesis at once. And the headlines haven't stopped since. This month's issue cuts through the...

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