The PE-Backed SaaS Distress Cycle: A Layering Problem
Why a 2009 supply-chain framework is the right diagnostic for 2026 Igor Zaks, CFA, President, Tenzor Ltd. May 2026 The week the framework went on the record In the last days of April 2026, two senior figures running the largest PE-backed SaaS distress cycle in history said things in public that should have surprised no one — and yet did.… Read More »The PE-Backed SaaS Distress Cycle: A Layering Problem