Private Equity Software Investing in the age of AI
Private Equity Software Investing in the Age of AI
A fireside conversation on the future of SaaS investing — what AI changes, what it doesn't, and what it means for your clients' portfolios.
EVENT DESCRIPTION
Few sectors have been more scrutinized or more misunderstood in the wake of AI's rapid rise than enterprise software. The question of what happens to SaaS business models, valuations, and competitive moats when AI reshapes how software is built and consumed is one of the most consequential debates in private markets today.
In this instalment of the Obsiido's educational webinar series, Sean O'Hara, Obsiido CIO, is joined by special guest, Dr. Katherine Wiles, Director at Hg Capital, one of the world's leading technology-focused private equity firms and manager of Europe's largest software investment portfolio, for a candid, practitioner-led conversation on the state of private equity software investing in the age of AI.
This session is designed as a practical primer for wealth and investment professionals seeking to better understand how AI is reshaping the private equity software landscape , from deal sourcing and due diligence, to value creation and exit.
Topics we'll cover include:
How leading PE firms are evaluating the AI threat and opportunity within their existing SaaS portfolios
What makes a software business resilient, or vulnerable, to AI disruption
Why the shift from traditional SAAS pricing models may represent the most significant structural change in a generation
How AI is being deployed inside portfolio companies to accelerate growth and operational efficiency
The evolving M&A landscape: what buyers and sellers are prioritizing in software deals today
Implications for private wealth allocators building private markets exposure through software-focused strategies
Format: A 60-minute live fireside Q&A. Moderated by the Obsiido CIO, Sean O'Hara. Audience questions welcomed.
Who should attend:
Financial advisors, portfolio managers, wealth professionals, and investment consultants with an interest in private equity and alternative investments.
Featured Guest
Dr. Katherine Wiles
Director, Genesis Team | Hg Capital
Dr. Katherine Wiles is a Director on Hg's Genesis team, where she focuses on investments in B2B software across healthcare, industrial, and compliance verticals. Since joining Hg in 2018, Katherine has been deeply involved in building and growing some of the firm's most prominent software portfolio companies, including serving as a board member of Norstella and having held board-level involvement with Intelerad, Azets, Allocate Software, HHAExchange, Caseware, and Silverfin.
Prior to Hg, Katherine worked at McKinsey & Company across the Corporate Finance and Pharmaceutical and Medical Products practices. She also founded and successfully sold an education services consultancy, Wentworth Education, to Ivy Education in 2021.
Katherine holds a First Class degree in Natural Sciences from the University of Cambridge, an MBBS (equivalent to an MD) from Guy's, King's and St Thomas's Medical School, and completed two years of study in Computer Science and Mathematics at Princeton University — a rare combination of scientific rigour, clinical training, and technical depth that informs her approach to evaluating and scaling technology businesses.
About Hg Capital
Hg is a leading global investor in technology and services businesses, with a focus on B2B software. With over $75 billion in funds under management and a portfolio spanning more than 50 companies, Hg manages Europe's largest software portfolio and is recognized as one of the most operationally active PE firms in the sector. Hg's approach is grounded in deep sector specialization, a dedicated value creation team of over 100 professionals, and a distinctive AI transformation capability — with more than 1,400 AI projects currently active across its portfolio.
About Obsiido Alternative Investments Inc.
Obsiido is a specialized private markets investment platform based in Toronto, Canada, that partners with sophisticated wealth managers to deploy client capital into global private markets through custom or commingled private market investment solutions.