Insights
Research, commentary, and market intelligence from our investment team.
The State of AI Investment in Emerging Markets
An analysis of capital flows into artificial intelligence startups across the GCC, Southeast Asia, and Africa, highlighting key trends and opportunities for institutional investors.
Enterprise SaaS Valuations: A Framework for Growth-Stage Assessment
Our proprietary framework for evaluating enterprise software companies at the growth stage, incorporating unit economics, retention metrics, and market dynamics.
Fintech Infrastructure: The Next Wave
Why embedded finance and banking-as-a-service platforms represent the most compelling fintech investment thesis for the next decade.
Q3 2024 Technology Market Review
A comprehensive review of technology sector performance, deal activity, and emerging themes across our focus sectors.
Climate Tech: From Niche to Necessity
How regulatory tailwinds, corporate commitments, and technological breakthroughs are making climate tech a core allocation for institutional portfolios.
Due Diligence in the Age of AI: Evolving Frameworks
How artificial intelligence is transforming the due diligence process and what it means for investment professionals and institutions.