AI Bringing Great Opportunity to Enterprise Software, Vista Says

June 5, 2025, 7:31 AM UTC

“Incredible opportunities” are emerging for investors in the enterprise software sector thanks to the rise of artificial intelligence, according to Rachel Arnold, co-head of Vista Equity Partners’ Endeavor Funds.

European investors specifically are “very excited” about opportunities in the US due to the strength of its software developers, Arnold said in an interview with Bloomberg Television at the SuperReturn private capital conference in Berlin.

“There has never been a better time to be an enterprise software IT investor,” she said, highlighting AI’s impact on productivity.

WATCH: “I’m seeing European investors still being very excited about the opportunity to invest,” Rachel Arnold tells Bloomberg’s Kriti Gupta. Source: Bloomberg

Valuations have normalized in a sector dominated by small-cap ...

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