This analyst note examines where consumer tech VC has historically generated returns and identifies which segments and stages offer the strongest allocation opportunities today.

This analyst note explores the emerging machine economy, sizing its potential value and examining why AI agents are not yet priced in as autonomous economic actors.

This analyst note argues that pricing AI models by completed tasks rather than token cost reveals a different competitive picture, with implications for buyers and providers.

PE buyout funds have scaled to $20 billion+, but bigger doesn’t guarantee superior returns. We examine how megafunds compare to middle-market peers on value creation, exit conditions, and return dispersion in a higher-for-longer rate environment.

This analyst note examines climate tech VC trends in emerging markets outside China, highlighting India’s dominance and segment-level investment patterns.

This analyst note examines the rise of physical AI in warehouse automation, exploring its economic drivers, technical challenges, and accelerating investment activity in the space.

This analyst note examines OpenAI’s IPO delay as a valuation signal, and its implications for Anthropic’s IPO timing and the broader AI IPO pipeline.

This analyst note examines Ukraine’s defense tech ecosystem, analyzing the gap between venture funding, production capacity, and export potential across drones, ground robots, and software.

Power grid tech drew $4.8 billion in VC deal value in 2025 and is tracking ahead in 2026. Post-money valuations hit a record $35.9 million at mid-2026 as capital concentrates in mature companies.

This analyst note examines PE investment dynamics in the roofing sector, covering deal activity, market fragmentation, sourcing targets, a due-diligence framework, and current cost pressures.

SpaceX’s latest valuation sets a market benchmark for frontier AI. We derive what it implies for the two pure-play AI labs now in IPO registration and map the key catalysts.

This analyst note updates the predictions made in our 2026 APAC Private Capital Outlook and analyzes how these forecast trends within deals, exits, and fundraising will play out during H2.

Quantum computing VC hit a record $3.9 billion across 127 deals in 2025, with venture-growth investment surging from 1% to 27.5% of deal value. We examine regional trends and policy competition.

This analyst note examines how agentic AI and increasing competition are disrupting the RCM market, threatening PE investment returns as cost-to-collect rates compress and EHR-native rivals expand.

This analyst note updates the predictions made in our 2026 EMEA Private Capital Outlook and analyzes how these forecast trends within deals, exits, and fundraising will play out during H2.

This analyst note updates the predictions made in our 2026 US Private Equity Outlook and analyzes how these forecast trends within deals, exits, and fundraising will play out during H2.

This analyst note explores the trends in enterprise SaaS M&A dealmaking in Q1 2026, examining investment activity across deal types, segments, and subsegments.