PE Brief

Deal flow, fund performance, exits

Secondary markets, continuation vehicles, platform builds, and exit strategy. Intelligence for PE operators and allocators.

16+PODCASTS 16+ hoursAUDIO WEEKLY 9 minREAD TIME
SOURCED FROM
Founders Masters of Scale How I Built This with Guy Raz Business Breakdowns The Logan Bartlett Show Boardroom Governance with Evan Epstein The Private Equity Podcast, by Raw Selection Dare to Lead with Brené Brown Dry Powder: The Private Equity Podcast Capital Allocators – Inside the Institutional Investment Industry Invest Like the Best with Patrick O'Shaughnessy Private Equity Funcast Acquired All-In with Chamath, Jason, Sacks & Friedberg Odd Lots The Prof G Pod with Scott Galloway
PE Firms Build AI, but Public Backlash Blocks Data Centers
LATEST ISSUE

PE Firms Build AI, but Public Backlash Blocks Data Centers

AI reshapes PE operations, shifting focus from future impacts to tangible challenges like infrastructure and internal adoption, prompting firms to seek cost-effective AI integration.

· 11 min read
Read this issue →
ALL PE BRIEF ISSUES

84% of PE’s Recent Run-Up Was Mega-Deals, and It’s Gone

PE market splits: mega-deals and top-tier assets thrive, masking middle-market stagnation where 2021 valuation multiples remain high despite broader slowdown.

Aug 18 · 11 min read

16% of LP Liquidity Comes from Continuation Vehicles

Top-quartile GPs use CVs for liquidity and are upgrading how they track value creation. This drives 16% of LP liquidity.

Aug 11 · 11 min read

5 to 10 Percent Margin Beat Is a Win for Adam Crandall

Adam Crandall on why private equity now rewards profitable growth, not just revenue, and how Addtronics quadrupled revenue with strategic market specialization.

Aug 4 · 15 min read

China Floods AI Market with 99 Percent Lower Cost Models

China is disrupting the global AI market by flooding it with powerful, low-cost open-source models.

Jul 28 · 12 min read

Legacy Legal Firms Lose to AI, Not Due to Data Moats but Adaptation

AI is disrupting the legal sector, unseating entrenched firms who, despite data moats, are struggling to adapt to new operating models and profit pools.

Jul 21 · 14 min read

86x Token Growth Shows Man Group’s AI Application Maturity

Hedge fund Man Group's AI token consumption surged 86x, reflecting a focus on complex, chained AI processes that build entire application features.

Jul 14 · 12 min read

KKR’s Pete Stavros: $14B in Wealth. Ops Over Financial Eng.

With interest rates up, PE firms shift from financial engineering to operational excellence. KKR’s Pete Stavros highlights how employee ownership programs creating $14B in wealth are driving returns.

Jul 7 · 14 min read

Cult of Brands scans 60+ podcasts — marketing, consumer, cmo insights

Explore Cult of Brands →
PE Brief

Never miss PE Brief

Deal flow, fund performance, exits — delivered to your inbox.

Join 2,500+ executives and investors