Of 60 answers

The most named companies in the study, and S&P 500 financials, with how many of their 60 AI answers named them.

SWIFT47/60TRANSUNION46/60EXPERIAN42/60COINSTAR41/60NAVY FEDERAL CREDIT UNION41/60ZELLE41/60BLOOMBERG L.P.38/60TRADINGVIEW38/60BANCO POPULAR DE PUERTO RICO37/60PAYPAL37/60VENMO37/60CHEXSYSTEMS33/60EQUIFAX33/60MORNINGSTAR32/60S&P GLOBAL31/60ALPACA MARKETS30/60COINBASE30/60PINWHEEL29/60STRIPE29/60XERO29/60ACORNS28/60AFFIRM28/60PAYFAST (PAYGATE)28/60PAYONEER28/60INTERACTIVE BROKERS26/60CHARLES SCHWAB19/60THE HARTFORD9/60MOODY'S21/60CME GROUP19/60ACCENTURE11/60CHUBB10/60MORGAN STANLEY6/60AMERICAN EXPRESS14/60SYNCHRONY FINANCIAL12/60FACTSET20/60NASDAQ19/60ALLSTATE11/60WELLS FARGO18/60PAYCHEX10/60ARES MANAGEMENT3/60
Rezolve Ai
MethodDemo
Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder

PSG Equity

psgequity.com

Private equity and alternative investmentsInvesting and wealth

Money20/20 attendee

Statement period
October 9 to 13, 2026
when the AI assistants were asked
Account no.
751 of 2,219
its rank by overall score
Place in its category
18th of 74 private equity firms
Closing balance

Named in

2of 60 answers

by 2 of 4 assistants

Statement note

What this means for PSG Equity

AI assistants rarely name this private equity firm, doing so in 2 of 60 answers. In the same answers, AI assistants also name Insight Partners and TA Associates. Its overall score is 33 out of 100, ranking 751st of 2,219 companies. The website passes 2 of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned PSG Equity by name. AI assistants named it in 2 of the 60 answers. Counting only how often it is named, it ranks 82nd of 238 in its sector. The typical investing and wealth company is named in 0.8% of answers.

Named fewer than three times in total. Read this as a sign that AI assistants rarely bring this company up, not as an exact comparison with its peers.

Overall score
33Overall score
  • Visibility4
  • Citations0
  • Sentiment100
  • Site quality67
  • AI readiness14
Summary of account
Named by AI in
3.3%
2 of 60 answers
Share of mentions
7.1%
of the mentions of it and its 5 peers
AI readiness
2/14
technical checks passed. Typical for its sector: 4
Rank in its sector
75 of 238
by overall score, where the typical investing and wealth company scores 28

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Line itemsSection 01

Every question, and where the company came up

PSG Equity came up on 1 of 15 questions. Open any window to read that answer.

  1. 01Typical deal structures and fees for growth equity in US software sector0/4
  2. 02Is it worth partnering with a growth equity firm for my SaaS company?0/4
  3. 03How do valuations work for growth-stage software firms seeking equity investment?0/4
  4. 04How does private equity differ from growth equity for technology businesses?0/4
  5. 05Growth equity vs venture capital for software company expansion0/4
  6. 06Common challenges when securing growth equity for tech companies0/4
  7. 07How can growth equity help software founders accelerate product development?0/4
  8. 08When is the right time for a software business to seek growth funding?0/4
  9. 09Options for scaling a software company besides growth equity investment0/4
  10. 10What to do if your software company outgrows its current capital structure?0/4
  11. 11Best growth equity firms for scaling software companies in the US2/4
  12. 12Ways a growth investment partner supports go-to-market strategies in SaaS0/4
  13. 13Top criteria for choosing a growth capital partner in the software industry0/4
  14. 14What should software founders look for in a growth investment partner?0/4
  15. 15Alternatives to growth equity for funding expansion in software companies0/4
Total namedOpenAI: 1/15Claude: 0/15Perplexity: 1/15Gemini: 0/15All assistants: 2/60
named the companyanswered without naming itdid not answer

Columns, left to right: OpenAI, Claude, Perplexity, Gemini. Across the study, on 50% of the questions where a company is named, only one AI assistant names it.

Transaction detailSection 02

What Perplexity actually said

An answer that names the company

Perplexitynamed the company

“Best growth equity firms for scaling software companies in the US”

The strongest US growth-equity shortlist for scaling software companies includes Insight Partners, PSG Equity, Vista Equity Partners, Thoma Bravo, JMI Equity, Mainsail Partners, Level Equity, Edison Partners, and Battery Ventures. The right choice depends on company size, growth rate, sector, capital needs, and whether the founders want a minority investment or control transaction.

Firm · Best fit · Why consider it

Insight Partners · Venture-backed software companies scaling rapidly · Deep software specialization, extensive ScaleUp experience, and a large operating …

The AI’s answer as we received it, shortened and not checked for accuracy.

PayeesSection 03

Where the mentions went

The companies these answers named, and how the mentions were split between this company and its peers.

Also named

CompanyTimes named
  1. 01
    Insight Partners
    3
  2. 02
    TA Associates
    2
  3. 03
    Summit Partners
    2
  4. 04
    Battery Ventures
    2
  5. 05
    Accel-KKR
    1

Share of mentions

CompanyShare
  1. Insight Partners
    28.6%
  2. TA Associates
    21.4%
  3. Summit Partners
    17.9%
  4. Accel-KKR
    17.9%
  5. PSG Equity
    7.1%
  6. Battery Ventures
    7.1%
ReferrersSection 04

Websites the AI used as sources

How many times each website was listed as a source in these answers

  1. 01
    ctacquisitions.com
    10
  2. 02
    re-cap.com
    8
  3. 03
    founderpath.com
    6
  4. 04
    softwareequity.com
    5
  5. 05
    bowrivercapital.com
    5
  6. 06
    growthcapadvisory.com
    5
  7. 07
    privateequitylist.com
    5
  8. 08
    angelinvestorsnetwork.com
    5
  9. 09
    qubit.capital
    4
  10. 10
    linkedin.com
    4

PSG Equity is in the study as a private equity firm.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

OpenAI
1/15
Perplexity
1/15
Claude
0/15
Gemini
0/15
Market comparisonSection 06

How PSG Equity compares with all 2,219 companies

Every tower is a company in the study, taller for a higher overall score and lit where AI assistants named it. Its own group stays lit. Hover a tower to see it, and click to open it.

What makes up the score

Each part is scored out of 100.

Visibility
4

How often AI assistants name the company, and how that compares with its peers

Citations
0

How often AI uses the company's own website as a source

Sentiment
100

How positively AI describes the company

Site quality
67

How well built the website's own pages are

AI readiness
14

How easily AI tools can read and use the website

Visibility is calculated from the answers on this page. How the score is built.

Against its sectorSection 07

Compared with investing and wealth companies

238 companies in this sector. The gold tick on each bar is the typical company.

Overall score
33
Ranks 75 of 238. Typical company: 28
Named in answers
3.3%
Ranks 82 of 238. Typical company: 0.8%
AI readiness
14
Ranks 204 of 238. Typical company: 29
Against its categorySection 08

Compared with private equity firms

74 companies in this category. The gold tick on each bar is the typical company.

Overall score
33
Ranks 16 of 74. Typical company: 27
Named in answers
3.3%
Ranks 17 of 74. Typical company: 0.0%
AI readiness
14
Ranks 67 of 74. Typical company: 29
AI agentsSection 09

Ready for AI agents

What this website publishes for an AI agent to read, use and pay through, on a scale of six levels.

  1. 0
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5

Level 0: Not yet agent-ready. Agents struggle to find basic information about the site.

To reach level 1:
  • 2 of robots.txt, Sitemap, Link headers
Can an AI agent check out here?

Not by itself. PSG Equity publishes none of the agent payment protocols we look for. An agent would have to click through the website like a person.

Agent payment protocols
  • x402Not present
  • MPPNot present
  • AP2Not present
  • ACPNot present
  • UCPNot present
Interfaces for AI agents
  • MCP Server CardNot present
  • A2A Agent CardNot present
  • Agent SkillsNot present
  • API CatalogNot present
  • llms.txtNot present
  • WebMCPCould not check
Show every check, for your technical team
Discoverability
41 of 100
  • robots.txtPassed

    A valid robots.txt with crawl rules at the site root.

    study: 86.1%
  • SitemapNot met

    Serve an XML sitemap and reference it from robots.txt.

    study: 87.9%
  • Link headersNot met

    Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.

    study: 1.5%
  • DNS for AI DiscoveryNot present

    Advertise agent endpoints with SVCB records under _agents.

    study: 4.3%
Content accessibility
0 of 100
  • Markdown negotiationNot met

    Return a markdown version when asked with Accept: text/markdown, for example at the CDN.

    study: 6.2%
  • llms.txtNot met

    Publish an llms.txt with a short summary and the key links.

    study: 31.0%
Bot access control
32 of 100
  • AI bot rulesPartly met

    Add explicit robots.txt groups for the main AI crawlers.

    study: 92.7%
  • Content SignalsNot met

    Add a Content-Signal line for search, ai-input and ai-train to robots.txt.

    study: 2.3%
  • Web Bot AuthNot present

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.3%
APIs, auth and MCP
0 of 100
  • API CatalogNot met

    List public APIs in a linkset at /.well-known/api-catalog.

    study: 1.3%
  • OAuth discoveryNot met

    Publish OpenID Connect or OAuth server metadata under /.well-known.

    study: 6.3%
  • OAuth Protected ResourceNot met

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 5.3%
  • auth.mdNot met

    Publish an auth.md describing how agents sign in.

    study: 0.2%
  • MCP Server CardNot met

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.8%
  • A2A Agent CardNot met

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.2%
  • Agent SkillsNot met

    Publish a skills index with the main tasks agents can do.

    study: 1.0%
  • WebMCPCould not check

    Register key actions such as search or cart as WebMCP tools.

    study: 0.0%
  • ARD manifestNot met

    Publish an ai-catalog.json listing every agent interface.

    study: 0.2%

Score 16 of 100 · 97% of checks could run · checked on October 9, 2026 · psgequity.com · 2,200 companies scanned

See how every company did, and how this was measured.

AI readinessSection 10

The checks behind the AI readiness score

2 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.

These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.

Show the 14 checks

Discoverability

  • Passedrobots.txt publishedstudy: 85.1%
  • Not metXML sitemapstudy: 79.4%
  • Not metHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • Not metMarkdown content negotiationstudy: 7.4%
  • Not metllms.txt publishedstudy: 28.1%
  • PassedToken budget (page weight)study: 97.3%

Bot Access Control

  • Not metExplicit AI bot rulesstudy: 11.5%

API / Auth / MCP

  • Not metAPI Catalog (.well-known/api-catalog)study: 1.1%
  • Not metOAuth Authorization Server discoverystudy: 5.2%
  • Not metOAuth Protected Resource discoverystudy: 4.6%
  • Not metMCP Server Cardstudy: 0.2%
  • Not metA2A Agent Cardstudy: 0.0%
  • Not metWebMCP toolsstudy: 0.3%
  • Not metAgent Skills declaredstudy: 0.1%
AI crawlersSection 11

What AI crawlers may read (robots.txt)

This website sets no rules for any AI crawler by name, like 86% of the websites whose rules we could read. Every AI crawler follows its general rules.

Training AI

  • GPTBotpartly
  • ClaudeBotpartly
  • Anthropic-AIpartly
  • Google-Extendedpartly
  • Applebot-Extendedpartly
  • Meta-ExternalAgentpartly
  • FacebookBotpartly
  • Bytespiderpartly
  • CCBotpartly
  • Diffbotpartly
  • Omgilibotpartly

AI search

  • OAI-SearchBotpartly
  • Claude-SearchBotpartly
  • PerplexityBotpartly
  • Applebotpartly
  • Amazonbotpartly
  • YouBotpartly

Answering questions

  • ChatGPT-Userpartly
  • Claude-Userpartly
  • Perplexity-Userpartly
  • DuckAssistBotpartly
  • MistralAI-Userpartly

Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.

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End of statement
All 2,219 companiesHow we measured this
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