Private Equity & Growth Investing Trends
The evolving storylines reshaping Private Equity & Growth Investing — each one tracks the developments over time, with curated deep-dives and what they mean by seniority.
Financing Orchestration
As exits stay slow, PE and growth investors are turning financing into a hold-period strategy, using structured capital and continuation vehicles to fund companies and manage liquidity.
WhatsApp Deal Workflows
New portfolio AI tools are turning PE and growth workflows into always-on supervision systems, not just faster diligence drafts.
Financing Screen Tightens
Deal teams are treating financing terms as part of asset quality, with lender appetite and downside resilience now shaping which opportunities make it to IC.
Continuation Vehicle Expansion
Moonfare’s participation in Osaic’s $2 billion continuation vehicle highlights how GP-led liquidity deals are becoming larger, more common, and more widely financed.
Secondary Liquidity Pricing
Managers are competing on wrapper design as much as on underlying assets, using evergreen, ETF, and tokenized structures to make private markets easier to buy, hold, and distribute.
AI in Core Systems
AI is moving into the core systems private capital teams already use, automating reporting, analysis, outreach, and compliance from within the workflow.
Continuation Fund Infrastructure
Nasdaq’s platform consolidation reflects a broader move to standardize private-market liquidity across company shares, LP stakes, and continuation vehicles.
AI Stack Valuation Gaps
Investors are no longer paying one AI premium; they are pricing each stack layer against its own economics and evidence.