With the boom in AI, tech-focused datasets have seen increased interest among private market investors. In this intelligence piece, we discuss some of the latest trends in the tech data space and datasets that private equity firms can use to improve the performance of portfolio companies, source deals, and conduct due diligence on potential acquisition targets. 

tech data – A quick recap

Our previous tech-focused intelligence pieces, SaaS fever and SaaS fever revisited, outline the tech data landscape in detail. However, as a brief recap, some of the key drivers tech data can surface include:

• Adoption: Tracking the technology stack and installations of tech within a business to identify how well adopted a technology is.
• Usage: Analysing subdomain traffic and DNS data to identify the customer base for software services.
• Spend: Estimating how much a company spends on technology and its intent to purchase technology.
• Churn: Monitoring traffic to subdomains over a period of time to gauge changes.

recent trends in tech

The GenAI boom

Companies are racing to capitalise on generative AI within their products. The below graphic from PwC highlights one of the reasons why – GenAI brings the potential for significant profit margin gains.

In response, tech data providers have implemented new features to assess which companies are best positioned to handle the shift towards AI.