Apollo Screens Software Deals for AI Risk Across 12 to 14 Categories
Updated
Updated · Bloomberg · Jun 11
Apollo Screens Software Deals for AI Risk Across 12 to 14 Categories
3 articles · Updated · Bloomberg · Jun 11
Summary
Apollo Global Management is now vetting every new software investment for AI disruption risk, extending the review across its software pipeline.
A framework built last year splits software into 12 to 14 categories and ranks each by how vulnerable it is to AI-driven obsolescence.
Rob Bittencourt, Apollo's head of thematic investing, said the process is meant to address investor worries that fast AI advances could quickly erode software business models.
The move shows how large asset managers are adding formal AI-threat tests to due diligence as generative AI reshapes expectations for the sector.
As AI triggers a software 'apocalypse,' which companies are secretly poised to thrive while today's giants fall?
Is the $7.6 trillion race for AI infrastructure creating a new class of global superpower?
With AI set to erase 10 million jobs, is the projected GDP boom a mirage for the average worker?
Apollo’s 2026 AI Risk Screening: A Paradigm Shift for Software Investment and Private Equity Due Diligence
Overview
Apollo Global Management has introduced a rigorous AI risk screening process for all new software investments, responding to growing investor anxieties about rapid AI advancements and the risk of business model obsolescence. This move reflects broader market uncertainty about AI’s power to disrupt traditional growth and profit assumptions. By developing a specialized framework that assesses how AI could impact different software segments, Apollo aims to both mitigate risks and seize new opportunities. Their approach sets a new standard for investment due diligence, emphasizing the need for robust, forward-looking risk assessments in the evolving technology landscape.