Software Durability in an ‘AI World’

By

Faith Serrano-Pierre

March 25, 2026

The AI-led software selloff has reshaped how public and private market investors evaluate software businesses. Faith will cut through the noise and unpack what is actually driving sentiment, where the market is mispricing risk, and what separates the software companies built to endure from those that are not.

Specifically, Faith will cover:

• How the AI-led selloff has impacted different software sub-categories, and why the damage has not been uniform
• The bear cases investors are underwriting and what is actually behind the negative sentiment
• How the relationship between LLMs and software incumbents is evolving, and what it means for competitive positioning, which, right or wrong, shapes the ‘perception of value’
• What determines long-term durability for software companies in an AI-reshaped landscape

The goal is simple: You will leave this session with a sharper, more actionable understanding of how to position your business on the right side of this market shift.

About Faith Serrano-Pierre

Faith Serrano-Pierre is a Managing Director in the Technology Investment Banking group at Evercore, where she advises corporate clients and financial sponsors on mergers, acquisitions, divestitures, leveraged buyouts, spin-offs, Special Committee engagements, and capital markets transactions. She previously served as a Vice President at Foros and began her career at Goldman Sachs in New York and London. Faith earned her M.B.A. from Harvard Business School.