Directory
Every company we're tracking. Filter by industry, stage, tag, source, and more.
Adobe
Creative-software leader with high prices and subscription lock-in, exposed to AI-native, low-cost generation tools.
ADP
Payroll incumbent surviving on switching costs
Alight
Benefits-administration platform burdened by complex, service-heavy operations that cleaner self-serve software could replace.
AppFolio
Cloud property-management software with rising prices, exposed to leaner, AI-native challengers in its market.
CDK Global
Dealer-management software incumbent on a legacy stack, exposed after its 2024 ransomware outage.
Cornerstone OnDemand
Aging talent and learning software suite vulnerable to AI-native, personalized skilling platforms with modern UX.
Cvent
Powerful but complex event-management platform that intuitive, transparently priced mid-market software can displace.
CyberArk
Privileged-access security leader seen as complex and expensive, exposed to modern, developer-friendly identity platforms.
Deltek
Project-based ERP vendor on legacy software with poor UX, ripe for modern, AI-assisted replacement.
Guidewire Software
Insurance core-software leader whose cost and complexity leave mid-market carriers open to lighter challengers.
HubSpot
Marketing CRM incumbent with clunky CMS and email tools, exposed to cleaner, faster, AI-native challengers.
RealPage
Property-management and rental-pricing software facing antitrust scrutiny and aging tooling, open to compliant challengers.
Salesforce
Bloated CRM suite ripe for an AI-native rebuild
SS&C Technologies
Financial software-and-services roll-up reliant on manual operations that cloud-native, AI-automated tools can modernize.
Temenos
Core-banking software vendor with costly, complex implementations, exposed to cloud-native, API-first challengers.
Tyler Technologies
Government software incumbent on legacy systems, leaving smaller agencies open to cloud-native, AI-assisted tools.
UKG
Workforce-management vendor built on merged legacy systems, exposed to modern, AI-native, consumer-grade platforms.
Vertafore
Insurance agency-management software on legacy products with poor UX, ripe for cloud-native, AI-driven rivals.
Workday
Premium cloud HCM and finance suite whose cost leaves the mid-market open to AI-native rivals.