Our latest report

The IT Services M&A Window Report: 2026–2027

AI, valuation shifts, and PE activity are reshaping IT services M&A, creating a critical strategic window through 2027.

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Insights

TOPICS
FORMATS
Article

The Generation That Ran Out of Time

Three industrial revolutions gave societies decades to adapt. This one will not. History is unambiguous about what happens when a country can't.

by Vitaly Golomb

Jul 18, 2026 3:04 AM

Sector deep dives
Article

Tokens Are the New Oil

The commodity of this era is the token.

by Vitaly Golomb

Jul 18, 2026 2:57 AM

Article

The Social Gravity Model: A New Valuation Framework for the Attention Age

A new variable has entered the valuation equation—and that the financial industry does not yet have a framework for it.

by Vitaly Golomb

Jul 31, 2026 2:12 AM

Raising growth capital
Article

What It Actually Takes to Raise a Series B Right Now

Two markets wearing the same name define every conversation we have with founders and boards who are planning raises right now.

By Vitaly Golomb

Jul 31, 2026 2:12 AM

Article

99 Days to Break the Grid: America's Clean Energy Clock Is Running Out

On July 4th, 2026 the economic scaffolding beneath America’s clean energy buildout will disappear.

By Vitaly Golomb

Jul 31, 2026 2:12 AM

Article

The Moat Is Dead. Long Live the Runner.

For decades, venture capital revolved around one word: moat.

By Vitaly Golomb

Jul 31, 2026 2:12 AM

Reports

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Guide
Preparing for M&A

The IT Services M&A Window Report: 2026–2027

AI, valuation shifts, and PE activity are reshaping IT services M&A, creating a critical strategic window through 2027.

Report
Sector deep dives

Data Center Technology: AI Inference Infrastructure Deep Dive

Our report analyzes how the center of gravity in AI has shifted from model training to inference as the primary economic engine of the value chain.

Report
Preparing for M&A

State of Tech M&A in 2025

Insights shared during our exclusive gathering, where experts explored practical strategies for navigating complex exit scenarios.

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