This analyst note presents US PE survey results, where enthusiasm for AI-driven opportunities contrasts with persistent liquidity challenges and an aging portfolio backlog.

This analyst note examines whether the London Stock Exchange is poised for a revival as an exit venue, following years of structural decline driven by valuation discounts, regulatory friction, and shifting sponsor behavior.

This analyst note examines Anthropic’s S-1 filing as the first frontier AI lab to initiate the IPO process, identifying key financial disclosures that will determine whether its valuation holds.

This analyst note applies desmoothing techniques to evergreen fund indexes to help allocators better interpret volatility and risk in evergreen funds across private capital strategies.

This analyst note applies PitchBook’s dealmaking framework to consumer-facing AI companies, quantifying market bifurcation and capital concentration to help investors time commitments and assess pricing power.

This analyst note examines how Big Tech’s AI spending is shifting toward infrastructure and strategic partnerships over acquisitions, and what this means for AI companies evaluating exit options.

This analyst note examines the gap between OpenAI’s valuation and its underlying fundamentals ahead of a potential IPO.

This analyst note examines the shifting dynamics reshaping venture capital in consumer AI and what they signal for investors.

This analyst notes looks at the factors that will drive the growth of the North American VC market.

This analyst note examines SpaceX’s S-1 filing ahead of its expected record-breaking IPO, analyzing the company’s AI-focused positioning against the economic reality of its business segments.

Operation Epic Fury reshaped PE/VC markets across aerospace, defense, energy, and construction. PitchBook breaks down winners, headwinds, and acquisition targets across seven sectors.

This analyst note examines how the largest power transaction on record signals a strategic shift toward grid infrastructure control in the AI datacenter build-out.

This analyst note examines the patent infringement lawsuit between two of the most prominent venture secondary platforms and its implications for the broader secondary 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.

SPACs return after a 75% deSPAC index decline. The 2024 SEC overhaul tightened the rules, but with 25% of unicorns stalled since 2022, whether discipline follows structure remains the open question.

This analyst note introduces PitchBook’s 209-node AI taxonomy, designed to help investors and strategy officers navigate the shift from traditional software to AI-driven digital labor.

This analyst note examines the US venture secondary market’s record growth, its concentration risks, the impact of upcoming mega-IPOs, and structural shifts broadening access to private markets.