July 2025 – Software & Technology Transactions Remain Strong Across AI, Infrastructure, and Cybersecurity

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Dealmaking in the software and technology sector remained robust in July, reflecting continued investor focus on the critical building blocks of the AI economy. Activity centered on AI infrastructure, next-generation connectivity, and cybersecurity, with large-cap M&A and platform buyouts driving the majority of transaction value.

AI platforms continued to attract strategic investment, supported by substantial late-stage funding for foundational model developers and acquisitions aimed at expanding full-stack capabilities. Connectivity and infrastructure deals reflected the race to strengthen the networks and edge computing systems needed to power AI workloads, while cybersecurity consolidation underscored the priority of identity-first protection in an evolving threat landscape.

The July 2025 Dakota Insights: Software & Technology Transactions Report offers a detailed analysis of key sectors, market trends, and the most notable transactions shaping the industry’s trajectory.

Download the July 2025 Software & Technology Transactions Report here!

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Dakota is a financial, software, data and media company based in Philadelphia, PA. Dakota’s flagship product, Dakota Marketplace, is a database of LPs, GPs, Private Companies and Public Companies used by fundraising teams and deal sourcing teams to both raise money as well source investment opportunities. Over 1,300 global investment firms use Dakota daily.

Written By: Dakota Research