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Commentary

Momentum Midstream could be the latest target in US LNG buildout

June 29, 2026

A potential $5.5B deal for the energy infrastructure operator is set against robust growth in global LNG demand, which nearly doubled from 2010 to 2025.

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Commentary

Agility Robotics SPAC gives humanoids their first public-market test

June 24, 2026

The merger values the robot maker at $2.5B and could set the tone for Figure, 1X and Unitree.

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Commentary

Danone bets on protein with Made Group buy

June 22, 2026

The French strategic’s purchase of an Australian functional-dairy maker directly taps into the major trends driving consumer demand.

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Commentary

Software’s flat-rate era is ending

June 12, 2026

Q1 venture activity in SaaS signals investors are embracing the pricing model shift.

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Commentary

Smaller checks are winning in the middle market—and with less risk

June 12, 2026

The category offers small buyouts, big returns, and less downside than you’d expect.

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Commentary

Parabilis now the largest VC-backed biotech IPO

June 10, 2026

The stock jumped 58% in its first day of trading on the Nasdaq Global Select Market on Wednesday.

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Commentary

Digital infrastructure vehicles shatter fundraising records

April 22, 2026

Private funds raised a record $26B in 2025, new PitchBook data shows.

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Commentary

AI’s giants: Mostly priced on promise

March 5, 2026

A new PitchBook analysis finds that valuations aren’t always backed by solid business fundamentals among the top private AI companies.

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Commentary

SpaceX’s astronomical IPO valuation: Not so crazy—under certain conditions

March 3, 2026

The company’s new rocket and its satellite internet business will be key to its growth and could justify its $1.5 trillion valuation.

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Commentary

The problem isn’t democratizing private markets. It’s confusing access with liquidity

February 24, 2026

Retail investors should have access to private markets, but the path to entry matters.

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Commentary

Meta inks deal with AMD for chips—and equity

February 24, 2026

The agreement could help Meta ease its reliance on Nvidia for AI chips, while also aligning the two companies’ goals.

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Capital Pool

NYC’s new comptroller can’t solve pension fund’s brain drain

November 11, 2025

Democrat Mark Levine will oversee New York City’s $301.7 billion retirement system, which has struggled with PE underperformance and retaining investment staff

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Weekend Analysis

Defense VCs firm up priorities with $1 trillion Pentagon budget in play

May 2, 2025

They’re hedging their bets by examining startups that do business with both governments and the private sector.

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Weekend Analysis

The future of VC may have more borders

April 10, 2025

Trade wars signal a shift away from the globalization that has underpinned many VC strategies.

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Commentary

Have a co-investment opportunity? Call Liberty, Liberty, Liberty

March 26, 2025

Liberty Mutual’s $100-billion-plus investment arm is transitioning its platform from fund commitments to direct and co-investments.

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Commentary

The year of the $1B+ secondary

March 24, 2025

LP-led secondary transactions are getting bigger and bigger.

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Commentary

Why GP stakes investors don’t fear consolidation

March 11, 2025

GP stakes investors say asset management consolidation doesn’t inflate prices in their market.

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Commentary

Apollo, Blackstone lead perpetual capital rush

March 4, 2025

Apollo Global Management and Blackstone each reached nearly half a trillion dollars in perpetual capital assets last year.

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