39 | SaaSpocalypse? How AI Is Reshaping Software M&A

AI is reshaping what buyers and investors look for in software businesses faster than most founders realize, and many are still operating with an outdated playbook. In this episode, managing directors Mike Lyon and Jeff Koons break down what is driving the so-called SaaSpocalypse, why we think it is more of a market re-rating than a collapse, what criteria investors are now using to evaluate software companies, and what concrete steps founders can take right now to assess and help strengthen their position.Vista Point Advisors is a boutique sell-side investment bank providing unconflicted M&A and capital raising advice to founder-led software, AI, and internet businesses. We partner with entrepreneurs of growing businesses to help them understand their options in the marketplace so they can maximize business value, leverage their options, and realize their ideal outcomes. Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment advice or a recommendation. It is not intended to address all circumstances that might arise. The views expressed herein may change at any time subsequent to the date of issue. Opinions contained herein should not be interpreted as a guarantee of future results. Outcomes will vary depending on individual circumstances. Any examples used in this material are generic, hypothetical and for illustration purposes only. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments.