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Clear all filtersRoundtable #4 with Jason Lemkin, Woody Marshall, Deven Parekh, Harry Stebbings | E1071
Jason Lemkin, Woody Marshall, Deven Parekh, Harry Stebbings
The current enterprise software market reflects a structural shift toward profitability and efficiency, characterized by a deal drought driven by valuation gaps and a slowdown in late-stage private funding. While recent activity includes the Cisco-Splunk acquisition and several scaled public offerings, the sector anticipates an IPO window reopening in late 2024 as investors prioritize free cash flow and normalized multiples over hyper-growth. Amidst cautious optimism regarding artificial intelligence adoption, firms like Insight and TCV are navigating capital needs with a focus on profitable growth assets and secondary liquidity rather than speculative valuations.