#Asset management
A focused collection of Intecracy Ventures materials connected with this topic: analysis, expert comments and practical context for shareholders and technology executives.
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Valuing enterprise SaaS with declining ARR growth: beyond EV/Revenue multiples
As of 2026, valuing enterprise SaaS with decelerating ARR growth requires a deeper analytical framework than traditional EV/Revenue multiples. This article expl
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The impact of sovereign wealth funds on European GovTech M&A valuations in 2026
In 2026, European GovTech M&A valuations are materially influenced by the increasing activity of sovereign wealth funds (SWFs), introducing new strategic consid
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Navigating the "valuation gap" in B2B SaaS M&A: bridging buyer and seller expectations for 2026
The B2B SaaS M&A market in 2026 continues to be characterized by a significant valuation gap, as sellers often anchor to historical peak multiples while buyers
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AI Startups: Why Investors Are Shifting From Hype To Operating Metrics
By 2026, AI startup valuations prioritize commercial viability and sustainable unit economics over pure technological novelty. This shift demands rigorous due d
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Navigating the rise of sovereign wealth fund investments in European GovTech M&A
Sovereign wealth funds are increasingly targeting European GovTech M&A in 2026, driven by a pursuit of stable, long-term returns and societal impact. This shift
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Leveraging AI in IT Asset Valuation for Enhanced Portfolio Returns
AI is transforming IT asset valuation by providing granular, predictive insights that traditional methods miss. This precision helps shareholders and funds opti
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Series A for Ukrainian SaaS: Real vs Expected Valuations
For Ukrainian SaaS companies seeking Series A capital, the valuation landscape has materially shifted, creating a significant divergence between pre-2022 expect
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Navigating the post-AI boom: re-evaluating SaaS valuation multiples for sustainable growth
Private SaaS valuation multiples have undergone a material recalibration, shifting investor focus from speculative AI claims to demonstrable operational efficie
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AI's Impact on IT Asset Valuation: Moving Beyond Traditional Multiples for 2026
Traditional IT asset valuation models, heavily reliant on historical multiples, are proving inadequate for assessing companies integrating advanced AI. This shift necessitates a deeper focus on proprietary data, AI model efficacy, …
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Strategic Carve-Outs of IT Assets: Unlocking Value for Diversified Tech Conglomerates
Private SaaS multiples have compressed materially from their 2021 peak, intensifying the need for diversified tech conglomerates to strategically evaluate and potentially carve out non-core IT assets. This approach allows for …
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The growing influence of ESG metrics on IT asset valuation in 2026
ESG metrics are rapidly becoming a material factor in IT asset valuation, moving beyond compliance to directly impact enterprise value and deal structuring. Shareholders must now integrate these considerations into their capital …
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Navigating the Post-Acquisition Integration of R&D Assets for Tech Company Shareholders
Post-acquisition integration of R&D assets is a critical phase often overlooked, directly impacting enterprise value. Shareholder focus must shift from deal closure to strategic R&D alignment and talent retention.
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How shareholders measure whether their IT asset is gaining value
Shareholders of technology companies must critically assess the evolving value of their IT assets, especially as market dynamics shift. This requires moving beyond traditional financial metrics to incorporate specific …
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Beyond ARR: how to value SaaS companies with diversified revenue streams in 2026
Valuing SaaS companies with diversified revenue streams in 2026 demands a shift beyond traditional ARR multiples. This article examines the critical factors and methodologies for accurate enterprise value assessment.
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The Evolving Role of AI in SaaS Valuation: Beyond Revenue Multiples
AI's integration into SaaS is fundamentally altering how enterprise value is assessed. This analysis moves beyond traditional revenue multiples to explore the deeper impact of AI on valuation drivers, risk profiles, and strategic …
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The Evolving Role of Supervisory Boards in Safeguarding Tech Asset Value Post-M&A
Supervisory boards face increasing pressure to actively preserve and enhance tech asset value after M&A. This requires a shift from traditional oversight to proactive engagement with post-acquisition integration and strategic …
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Restructuring an IT holding: when it is necessary, when it is fashionable
IT holding restructurings are increasingly common, driven by market shifts and capital demands. This analysis differentiates between value-driven necessities and trend-following initiatives, focusing on shareholder implications.
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How shareholders measure whether their IT asset is gaining value
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