Insights
Capital market insights for modern private partnerships
Providing industry insights, content guides, and other Partnership Enablement resources to support our customers and their investment partners through every stage of partnership.
Three Forces, One Transformation: Ribbit Capital’s Thesis on AI, Data, and the Future of Finance
Nick Shalek shares why AI isn't a new paradigm for financial services; it's the steepest part of a 20-year curve.
The Real Estate Inflection Point: Why Volatility Is the Greatest Source of Alpha
Brandon Sedloff sits down with Todd Briddell to explore the evolution of CenterSquare and the principles that have shaped its investment philosophy across public and private real estate markets.
How the SaaSpocalypse Clarified What Makes an AI Partner Worth Keeping
CEO Alex Robinson lays out a specific framework for evaluating any partner claiming to bring AI capabilities to a GP's operations.
The Programmable Economy: Where AI, Data, and Capital Converge
Brandon Sedloff sits down with Nick Shalek to explore the evolution of venture investing, the rise of AI, and the long-term implications of tokenization across global markets.
The Asymmetric Burden: Why the DDQ Became the Highest-Stakes Document in Fundraising
Jay Farber and Thomas Buley explain why the DDQ has reached a breaking point, and what a connected AI approach can do about it.
From Founder-Led to Institutional: The GP Solutions Roadmap
The firms securing premium valuations today are those that have successfully transitioned from founder-led shops into repeatable, scalable institutional platforms.
Fundraiser Feature: Grant Hosking and Nik Kolluru at Align Ventures
How Align Ventures scaled through a year of rapid growth—and where Grant Hosking and Nik Kolluru see the next wave of AI innovation emerging.
AI for Private Markets Leaders: Rethinking How Work gets Done
Brandon Sedloff sits down with Alex Robinson to unpack how AI is rapidly transforming private markets and the nature of knowledge work itself.
A GP's Guide to the New ILPA Reporting Standards
The three-template overhaul is a push to standardize investment returns calculations across funds, reduce inconsistency, lock down the flexibility that prior templates allowed, and bring greater alignment across all frameworks.
From Processor to Partner
Juniper Square’s Dorota Kowalski explains why GPs must transition their outsourcing strategy from simple processing to a strategic partnership.
The Evolution of GP Stakes and GP Solutions
Drew Murphy joins Brandon Sedloff to break down the evolving landscape of GP solutions and what it means for private markets firms navigating growth, capital needs, and strategic partnerships.
Fundraiser Feature: Katie Riester at Felicis
Katie Riester, Managing Director and GP of Fund of Funds Investing, reflects on how Felicis is redefining the "operationally mature" VC by treating their internal infrastructure with the same rigor as their portfolio companies.