AI has become the central topic across the GovTech ecosystem, with founders, investors and operators debating whether it represents major risk or a generational opportunity. It is already influencing how companies are valued, financed and evaluated in due diligence, shifting from a minor consideration in 2023 to a universal focus today. We believe that AI is not a zero-sum game — it has proven to show its strength by creating and capturing value alongside traditional software, not replacing it.
2025 Q4
Within the 2025 Q4 Quarterly Software Market Review you will find:
- Software M&A activities capturing acquisitions, trend analysis for the past 3 years, and most active acquirers in the space
- Public equity market valuations including LTM relative performance of Shea & Company software indices, price performance and valuation metrics by segment as well as trading multiples across various segments and subsets
- Equity financing activity detailing software IPOs in the quarter and their pricing and performance data
- Equity financing activity detailing private capital raise activity in the quarter
Within the DevOps & Software Development Tools Market Map, you will find:
- Key macro trends impacting the industry, including a breakdown of trends by solution
- Analysis on key drivers of growth
- Market landscape detailing notable vendors in each vertical
- Discussion of selected companies in the space
- Recent capital raise and M&A activity
2024 Q4
Within the 2024 Q4 Quarterly Software Market Review you will find:
- Software M&A activities capturing acquisitions, trend analysis for the past 3 years, and most active acquirers in the space
- Public equity market valuations including LTM relative performance of Shea & Company software indices, price performance and valuation metrics by segment as well as trading multiples across various segments and subsets
- Equity financing activity detailing software IPOs in the quarter and their pricing and performance data
- Equity financing activity detailing private capital raise activity in the quarter
Within the Digital Accessibility Market Map, you will find:
- Key macro trends impacting the industry, including a breakdown of trends by solution
- Analysis on key drivers of growth
- Market landscape detailing notable vendors in each vertical
- Discussion of selected companies in the space
- Recent capital raise and M&A activity
2024 Q3
Within the 2024 Q3 Quarterly Software Market Review you will find:
- Software M&A activities capturing acquisitions, trend analysis for the past 3 years, and most active acquirers in the space
- Public equity market valuations including LTM relative performance of Shea & Company software indices, price performance and valuation metrics by segment as well as trading multiples across various segments and subsets
- Equity financing activity detailing software IPOs in the quarter and their pricing and performance data
- Equity financing activity detailing private capital raise activity in the quarter
Within the PropTech Market Map you will find:
- Key underlying trends driving growth in the industry, primarily related to product portfolios, target markets, and innovation within PropTech software companies
- Market taxonomy with a breakdown by solutions and target markets
- Financial Market perspective detailing financial metrics and performances of both the market as a whole and major players in the industry
- Recent capital raise and M&A activity
Within the Construction Market Map you will find:
- Key underlying trends driving growth in the industry, primarily related to product portfolios, target markets, and innovation within PropTech software companies
- Market taxonomy with a breakdown by solutions and target markets
- Financial Market perspective detailing financial metrics and performances of both the market as a whole and major players in the industry
- Recent capital raise and M&A activity
Within the Data and Analytics Market Map, you will find:
- Key macro trends impacting the industry, including a breakdown of trends by solution
- Analysis on key drivers of growth
- Market landscape detailing notable vendors in each vertical
- Discussion of selected companies in the space
- Recent capital raise and M&A activity
2024 Q2
Within the 2024 Q2 Quarterly Software Market Review you will find:
- Software M&A activities capturing acquisitions, trend analysis for the past 3 years, and most active acquirers in the space
- Public equity market valuations including LTM relative performance of Shea & Company software indices, price performance and valuation metrics by segment as well as trading multiples across various segments and subsets
- Equity financing activity detailing software IPOs in the quarter and their pricing and performance data
- Equity financing activity detailing private capital raise activity in the quarter