The platform
Built for
“What would have taken us weeks now takes a few hours.”
Read and watch
Latest essay
The pitch deck problemDecks are now built by AI and screened by AI. What is a pitch deck still for?Andrew Birrell · 10 September 2026We build AI-native analytics for investment professionals. Founded in London in 2021.
167–169 Great Portland Street, 5th FloorBlog
From the team building Hebrides: what we’re seeing across private markets, and how we think about diligence and valuation.
Latest · Essay · with Commonplace
Most pitch decks are now built by AI, and a growing number are screened by AI before a human reads them. So what is a pitch deck still for, and is it time to change how investors screen? In collaboration with Commonplace.
Andrew Birrell · · 6 min read
Read the essayEssay
· 6 min read
AI-native software is priced on recurring revenue and gross margin, but built on rented models, at margins that may not widen, with customers who have less reason to stay. What that means for the investors pricing them. In collaboration with Commonplace.
Andrew Birrell
Case study
· 5 min read
Allermuir used Hebrides AI to bracket Connectd’s valuation ahead of its primary raise. The round closed at $70m pre-money and oversubscribed, just below the conservative end of the framework.
Andrew Birrell
Essay
· 3 min read
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.
Andrew Birrell
Interview
· 2 min read
Alex Fink on AI’s defensibility problem, the case for hardware over AI, and why robotics may be the watchlist priority for 2026.
Andrew Birrell
Market notes
· 4 min read
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’.
Andrew Birrell
Case study
· 2 min read
A family office syndicate compressed deal review from days to hours and reallocated the time to founder and fund-manager engagement.
Allermuir Capital
Newsletter · Monthly
A monthly note on private markets. What’s moving, who we’re meeting, and what we make of it.
Book a walkthrough
All your deal data in one place, with the analysis run end to end.
Or write to sales@allermuircapital.com