PE’s $260B Parallel Exit Market, AI Multiples & The Fed Tightens

Secondaries are rewriting the exit playbook, AI is entering the valuation equation, and higher rates are back on the table.

Private Equity’s Parallel Exit Market

How Secondaries Became a $260 Billion Liquidity System—and Started Changing What an “Exit” Means

The New Diligence Question: Is Data a Moat—or a Trap?

The Fed Tightens Again, and the Dollar May Be the Next Pressure Point

The Federal Reserve has reopened a part of the macro cycle that many investors had begun to treat as closed.

The AI-First Portfolio Company

Is AI actually changing the economics of the business?

PE’s Macro Playbook Just Changed

Private equity is hunting macro alpha as default risk cools and another 25 basis point rate move comes into focus.