Webinar replay — BDCs in the age of the ‘SaaS-pocalypse’

Software exposure emerged as the defining theme of this BDC earnings season, as AI-driven disruption and public market volatility intensified scrutiny across private credit portfolios.

In this replay, 9fin's BDCs and data acquisition lead Peter Benson is joined by industry experts to unpack Q4 performance and discuss how investors should be positioning for the road ahead.

Drawing on 9fin's unrivalled BDC dataset — including consolidated non-accrual tracking, share price and NAV monitoring, and proprietary software exposure analysis across the public BDC universe — the panel connects earnings commentary to underlying performance data. The session also includes a short live demo walkthrough of 9fin's BDC tools, showcasing how professionals can interrogate software exposure and performance trends in real time.

Topics covered

• What Q4 results revealed about NAV durability, income resilience and early signs of dispersion
• Software exposure, AI disruption and how underwriting discipline is being tested
• Discounts to NAV, share price volatility and what sentiment is signalling
• Redemptions, liquidity management and the evolving shape of the BDC market in 2026