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Analyst InsightsAll eyes on the factory in Iran missile crunch
August 14, 2026Investors are financing new weapons before the supplier base has shown it can produce components at scale.Article
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Analyst InsightsPrivate equity calls the AI de-rating overdone
August 13, 2026Thoma Bravo’s $4B insurtech take-private and reported PE talks for Workday signal continued demand for cash-flow-positive, regulated vertical SaaS.Article
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Analyst InsightsWhy 2021 vintage funds shouldn’t panic yet
August 7, 2026As this crop of US VC funds reaches its halfway mark, it’s important to look beyond distributions when evaluating future returns.Article
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Analyst InsightsVenture capital’s current recovery is all IRR, no DPI
August 4, 2026The average DPI for 2021 vintage funds is the lowest five-year distributions to paid-in multiple this century.Article
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Analyst InsightsThe venture secondary market’s biggest names are leaving. Now what?
July 30, 2026Investors are likely to pivot from OpenAI and Anthropic to Stripe and Databricks.Article
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Analyst InsightsA game of straits
July 29, 2026The scramble to address oil transit bottlenecks and the PE opportunity it presents.Article
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Analyst InsightsHot energy summer: PE launches upstream buying spree
July 28, 2026A wave of deals hit amid concerns over oil supply security.Article
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