Rightsline announces $500 million strategic growth investment from Hg
“Rightsline is incredibly well-positioned to expands its presence across its core
verticals with this growth investment, and we’re excited to work hand-in-hand with management and our Hg Catalyst team to build the next generation of
agentic AI products for IP lifecycle management.”
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Welcome to Hg’s monthly update, designed to keep you updated with news from Hg and our
network of portfolio companies. Follow us on LinkedIn.
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Patrick Debois joins Hg's portfolio CTO to map the parallels between the DevOps movement and what's happening now with AI agents, and why a company's CI/CD maturity is the single best predictor of how well it will absorb AI.
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Jonathan Sanders, founder of Light, joins Hg's Søren Holt to discuss why 80% of AI's value comes from doing things that were previously impossible, not making old tasks faster and what that means for finance leaders thinking about 2030.
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Vertical SaaS vendors with deep domain expertise, proprietary data, and customer trust at scale have a headstart in the shift to agentic AI. In a new piece, Hg's Head of Value Creation sets out the agentic flywheel that capitalises on it.
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Hg's Head of Pricing examines how commercial models for agentic products are taking shape, covering why vertical software companies are structurally well placed, and what it takes to actually capture that value through pricing architecture and billing infrastructure.
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Dr Amr Ellabban, argues that the sharpest test of whether a software company is building durable AI advantage is a single question. Companies that can answer it specifically are accumulating compounding advantage.
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Oliver Howley, Partner at Proskauer, makes the case that companies that get AI governance right don't slow down, they accelerate. He joins Hg's CSO to cover proportional controls, why good governance is a sales advantage, and the three things every CEO should start tomorrow.
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Today's market is asking whether AI makes B2B software obsolete. For our German-speaking followers, Justin Von Simson, Partner at Hg, joined CLOSE THE DEAL Podcast to explain why we think the opposite and why we continue to invest in the sector.
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LISTENING & READING RECOMMENDATIONS
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Dive into some of the content that we are reading and listening to!
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HBR:
AI’s Impact on SaaS Will Be Uneven
Harvard Business School's Christopher Stanton on which SaaS tools are vulnerable to AI replacement and which are structurally protected.
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THE A16Z SHOW:
Why AI Isn’t Killing SaaS Yet
Ara Kharazian on what real business spending data says about AI adoption and why the "SaaSpocalypse" narrative is more overblown than the market thinks.
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CFOs from across the Hg portfolio gathered to explore AI's impact on valuations, operating models, and commercial pricing. Sessions covered everything from productivity at scale to building the AI chapter of an exit narrative. Read more
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Hg's Isabella Gillström joined team.blue's Ole Jensen at SaaSiest Malmö for their take on AI transformation. From why data foundations have to come before AI features, to why inspiration alone isn't enough to drive adoption. Read more
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Hg's Q1 2026 update is now live with the latest data across AUM, portfolio scale, and new investments. The update highlights 9 new platform investments worth over $30 billion over the last twelve months. Read more
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In asset-intensive industries, operational data and maintenance decisions have always lived in separate systems. The result is slow, incomplete decisions. IFS has partnered with AVEVA to close that gap. Read more
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Caseware unveils a governed AI platform to help auditors enhance visibility across the workflow, automate complex work and navigate engagements with greater confidence. Read more
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A big week for OneStream Software at Splash 2026 last week. Two major AI announcements that signal where enterprise finance is heading. Read more
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A-LIGN is off to a strong start in 2026: new logo growth up 79%, new enterprise customers up 235%, and international expansion accelerating with 54% YoY growth and a new London leadership team. Read more
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90% accuracy is effectively 0% in a regulated close process, and explains how Lucanet's eval-first development approach ensures quality only moves in one direction. Read more
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As client pressure on AI strategy intensifies across legal, new Litera research reveals firms are struggling to demonstrate AI value, while ROI is the least important factor driving decisions. Read more
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