The “Is SaaS Dead?” Episode. What you need to know about AI for PE in April 2026

Is SaaS dead? The answer is more complicated than you think.Kyle Roemer and Adam Silverman break down the AI disruption reshaping SaaS - and what PE firms need to understand right now. As of early 2026, one question is dominating every client conversation: will AI disintermediate the software businesses PE has spent decades building and investing in?Kyle and Adam dig into what's actually happening in the market: how AI-native vendors are changing the game, why data accessibility is becoming the ultimate defensibility test, how pricing models might evolve beyond the seat-based era, and where the real moats are forming (hint: regulated industries). They close with a practical rapid-fire on exactly where to focus if you're advising a PE sponsor about SaaS business today.SaaS isn't dead. But the playbook is changing fast - and the window to adapt is narrowing.AI & PE: The Future of Value Creation is brought to you by Accordion.