Market Insights
AI can do a lot, including slow down PE exits
Delegates at SuperReturn are weighing the transformative potential of AI against longer exit timelines and dragging IRRs.
AI RESEARCH
The State of Consumer AI
This analyst note examines the shifting dynamics reshaping venture capital in consumer AI and what they signal for investors.
An Eye on OpenAI
This analyst note examines the gap between OpenAI’s valuation and its underlying fundamentals ahead of a potential IPO.
AI VC Trends
The Q1 2026 AI VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.
PitchBook Analyst Note: Where Capital Is Flowing in China’s AI Market
This analyst note examines how China’s AI venture market is consolidating around strategic sectors like enterprise software, compute hardware, and semiconductors amid a broader VC slowdown.
US Public PE and GP Deal Roundup
Our Q1 2026 US Public PE and GP Deal Roundup pulls together data on trend-setting PE firms to analyze the strategies and forces driving their expansions.
Learn more: US Public PE and GP Deal Roundup
LATE-STAGE COMPANY RESEARCH
SpaceX Initiation Report: When Venus and Jupiter Align
This analyst note offers a granular, independent look at SpaceX’s financials to value the opportunity and learn about key business drivers.
Ranking the AI Giants: A New Framework for the Frontier Five
This analyst note introduces a framework for evaluating frontier AI companies across five dimensions that determine long-term enterprise value creation.
AI’s giants: Mostly priced on promise
A new PitchBook analysis finds that valuations aren’t always backed by solid business fundamentals among the top private AI companies.
TRENDSPOTTING
According to PitchBook analysts, SaaS companies are projected to outperform the cross-vertical average of 21.2% by 4.6% on an annualized basis. Agtech, gaming and healthtech verticals are likely to underperform.
See more: 2025 VC Emerging Opportunities
RESEARCH
NEWS
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