Blogs
Blogs.
Articles, research notes and case studies from the team.
All posts
Essay
Build vs buy in private markets AI: what we're seeing
Most internal AI builds plateau at around 60%. The remaining 40% is where the real complexity lives, and where investment work needs the most reliability.
ReadInterview
A conversation with Alex Fink, Principal at Empirical Ventures
Alex Fink on AI's defensibility problem, the case for hardware over AI, and why robotics may be the watchlist priority for 2026.
ReadMarket notes
Reflections from the launch of 1551 Circle
Five themes from the 1551 Circle launch: Europe's scaling problem, secondary maturity, private credit caution, in-person diligence, and the AI shift from "if" to "how".
ReadCase study
How a family office syndicate transformed due diligence
A family office syndicate compressed deal review from days to hours and reallocated the time to founder and fund-manager engagement.
ReadA structured, reliable read on every deal.
All your deal data in one place, with the analysis run end to end.