How institutional investors verify pre-IPO transactions, model liquidity scenarios, and construct portfolios that balance conviction with diversification.
Evaluating pre-IPO investments requires a fundamentally different analytical framework than public equities. Without quarterly earnings, SEC filings, or market-discovered pricing, investors must construct their own assessment across three critical dimensions covered in this framework.
Undersea cables are being cut. Adversaries deploy submarine-sized autonomous drones. The Pentagon commits $13B to maritime autonomy. This $46B market represents defense tech's next late-stage opportunity—and the deployment window is open now. Smart capital is moving from air to ocean!
Agentic AI—autonomous AI agents that don’t just help, but actually act, make decisions, and handle tasks on their own—are rewriting the rules. Instead of building huge centers full of people, the new model focuses on “Agent Factories” that coordinate smart systems.
The GenAI investment narrative is shifting from training economics to deployment economics. While foundation model training remains strategically important, the emerging opportunity lies in “cheap intelligence”.
Robot fight leagues are becoming far more strategically valuable than feeder systems for humanoid manufacturers. They're becoming the public R&D testbed and benchmark infrastructure that every player in physical AI will ultimately depend on.
Stablecoins represent one of the most significant financial innovations of our time. What started as an experimental solution to cryptocurrency volatility has evolved into a $290 billion ecosystem that processed over $8.9 trillion in transactions in just the first half of 2025.
Why do I continue to be bullish about investing in Defense Companies as an investor? Andrew lays out all the reasons in this book. What a fantastic read! Sharing a summary of the book from my read notes.
Unix X by Raj Shah and Christopher Kirchhoff provides a detailed look at the Defense Innovation Unit (DIU), also known as Unit X, which was established to bridge the gap between the Pentagon and Silicon Valley. The book explores how this unit has transformed military operations by integrating cuttin
DeepSeek vs OpenAI: Why Investors Should Care. Explore how DeepSeek is challenging OpenAI in generative AI. Learn what makes it unique, why it disrupts the market, and what investors need to consider.
Navigating the Private Capital Landscape: A Deep Dive into Regulation D Rule 506(b) and 506(c) for Savvy Investors
The venture capital landscape has undergone significant transformations in recent years, with the emergence of secondary markets presenting new opportunities for strategic investment growth. These markets have become increasingly important as they allow for greater liquidity and flexibility in ventu
