1、Software sector updateQualitative insights into broader software trends and public and private valuations across the transaction spectrum,and interviews with todays leaders transforming the sector.Q1 2023Important disclosures appear at the end of this reportGP Bullhound Corporate Finance Ltd and GP

2、Bullhound Asset Management Limited are authorised and regulated by the Financial Conduct Authority GP Bullhound Inc is a member of FINRAGP Bullhound Luxembourg S.R.L.is regulated by the CSSF in Luxembourg2Q1 2023 Software sector updateAbout usPublic comparablesTransaction trendsPublic company analys

3、esCEO commentaryTakeawaysTHE VIEWQ1 Software Perspectives from GP Bullhound Organisations are increasingly turning to“digital twins”to digitally model and simulate supply chains for a host of benefits There is a unique opportunity for companies specialising in digital twins to enter the supply chain

4、 vertical or partner up with an existing player The market for global digital twins was estimated to be$11bn in 2022 and growing at a CAGR of 37.5%Data Swiss army knife:CDPs are expanding their use cases and experiencing unprecedented growth Customer Data Platforms(CDPs)have expanded far beyond trad

5、itional marketing use cases The combination of these new CDPs with AI/ML for enriched customer profiles presents an exciting opportunity to future proof marketing efforts Pureplay CDPs can also consider chasing specific verticals,APIs for integration,app ecosystems,and broader data management soluti

6、onsCost optimisation:Deeper understanding of a companys financial cost centers Cost optimisation software has become top of mind thanks to a new period of financial austerity for tech in addition to rising costs due to inflation The global cost optimisation software market is likely to surpass$29bn