Tracking deal flow velocity, sector rotation, and market signals across private equity and venture markets. Macro intelligence for institutional investors.
Capital is moving out of late-stage SaaS and into climate infrastructure and defense tech at a pace not seen since the 2021 reallocation. What the data tells us about where the next cycle lands.
While mega-deals dominate the press, mid-market buyout activity has quietly surged 23% YoY. The firms driving this wave share one common trait in their sourcing strategy.
Institutional LPs are increasingly routing capital toward GPs with demonstrable data infrastructure. Our analysis of 120+ fund commitments reveals the metrics that matter most.
Regulatory tailwinds and currency dynamics have created a window for transatlantic PE activity. We map the sectors, deal sizes, and structural advantages driving the surge.
The secondary market for venture positions has tripled in volume, but pricing discovery remains broken. Why the bid-ask spread tells us more about the primary market than anyone admits.
Spreads are tightening to levels that historically precede a repricing event. We analyze what this means for leveraged buyouts, refinancing windows, and portfolio company health.
Market Pulse tracks deal flow velocity, sector rotation, and macro signals for institutional investors navigating private markets.
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