Post by J.P. Morgan Asset Management

Name: AI is forcing a rethink of software credit risk in private credit. It’s challenging the old playbook
Uploaded: 2026-06-18T14:00:02.062Z
Channel: J.P. Morgan Asset Management
Description: AI is forcing a rethink of software credit risk in private credit. It’s challenging the old playbook built on sticky recurring revenue, high margins and strong cash generation—and disruption is now ar

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AI is forcing a rethink of software credit risk in private credit. It’s challenging the old playbook built on sticky recurring revenue, high margins and strong cash generation—and disruption is now arriving at different speeds across software categories. How can investors best navigate this rapidly changing environment? Read our latest article to learn more: http://spr.ly/6042BDMHEC For Institutional Investors only.

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