$300B software debt crisis looms as 2028 maturities approach

$300B software debt crisis looms as 2028 maturities approach

2h ago
SaaStr ARMARM Gtm_strategy New

The Gist

  • 21% of SaaS loans mature in 2028 vs 14% market average
  • PE-backed B2B software accounts for 33% of coming debt wall
  • AI-native competitors eroding growth assumptions behind leveraged buyouts
  • Private credit exposure to SaaS surged from $8B to $500B since 2015

RevBots.ai View:

ARM companies will acquire distressed SaaS assets at 30-50% discounts as legacy operators fail to refinance.

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