Every Tuesday

Your Weekly Edge for Better Deals
in Just 5 Minutes

Join 150,000+ PE Sponsors and I-Bankers getting proprietary insights to get more deals done better every week.

Subscribe free

Free forever. Unsubscribe in one click.

What you'll get

Weekly Round Up Macro View Research Deep Dive Monthly Deep Dive Survey Expert Calls Long Form Article

Articles

Long Form Article

From AI Experimentation to the New Deal Team

Oct 28, 2026

•

4 min read

From AI Experimentation to the New Deal Team

For much of the past two years, AI adoption in M&A has been defined by experimentation.

Survey

The Add On Equation: What Private Equity Really Wants From Acquisitions

Oct 28, 2026

•

2 min read

The Add On Equation: What Private Equity Really Wants From Acquisitions

Private equity has spent years perfecting the art of buying businesses.

Weekly Round Up

Oct 28, 2026

•

2 min read

The AI Moat Isn’t Where You Think

The cost of reaching a given level of AI capability is falling by roughly 10x per year, while most enterprise AI pilots still fail to generate measurable P&L impact.

Santiago Morazzani

Long Form Article

Oct 27, 2026

•

4 min read

From AI Experimentation to the New Deal Team

For much of the past two years, AI adoption in M&A has been defined by experimentation. Individual dealmakers have tested tools for research, document review, summarization, modeling support and investment thesis development, finding new ways to accelerate work that once consumed hours.

Gaston Brizuela Bosio

Monthly Deep Dive

Oct 26, 2026

•

14 min read

Where Will the AI Moat Live?

Models vs. Applications vs. Integrators vs. Proprietary Data & Workflows: Where Durable Competitive Advantage Can Exist for Investors and Portfolio Companies

Macro View

Cheap Intelligence, Expensive Dependence

Oct 23, 2026

•

3 min read

Cheap Intelligence, Expensive Dependence

How Imported AI Can Raise Productivity While Tightening the External Constraint

Gaston Brizuela Bosio

Your Weekly Edge for Better Deals
in Just 5 Minutes

Articles

From AI Experimentation to the New Deal Team

The Add On Equation: What Private Equity Really Wants From Acquisitions

The AI Moat Isn’t Where You Think

From AI Experimentation to the New Deal Team

Where Will the AI Moat Live?

Cheap Intelligence, Expensive Dependence

PE 150

Home

Menu

Your Weekly Edge for Better Dealsin Just 5 Minutes

Articles

From AI Experimentation to the New Deal Team

The Add On Equation: What Private Equity Really Wants From Acquisitions

The AI Moat Isn’t Where You Think

From AI Experimentation to the New Deal Team

Where Will the AI Moat Live?

Cheap Intelligence, Expensive Dependence

PE 150

Home

Menu

Your Weekly Edge for Better Deals
in Just 5 Minutes