Intelligence
Market maps and allocator signals for GPs and LPs. Sourced research on where capital is actually moving.
2 Briefings
Market Map
Industrial AI: The $154B Thesis Nobody's Talking About
Global industrial AI grows 3.5x by 2030 — but the venture opportunity is in the vertical picks and shovels, not the incumbents. Where capital should deploy.
Allocator Signal
Family Offices Are Deploying — And Hiring — Like Never Before
CNBC's inaugural Family Office 15 reveals a structural shift in how the ultra-wealthy invest directly, with crypto VC as the leading indicator.