Accelerant was set up to be bought below fair value: earlier this year Morgan Stanley published 20-30% price targets on the thinly traded stock, then advised on the buyout that let Thoma Bravo in 50-75% below fair value. x.com 

Procore Technologies looks cheap at 18x adjusted earnings and 3.5x revenue for what is probably a top-five private equity software target. Data center construction builds a mechanical case for revenue acceleration that starts flowing through in the next 12 months. x.com  x.com