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The Allocation Memo: Alternative investment intelligence for RIAs and family offices.
Against The Tape: The contrarian read on what consensus is missing.
THE ALLOCATION MEMO
AI Will Split Private Markets in Two
Alternative AUM is headed from $16.7 trillion to a projected $30 trillion by 2030. The number of people who can actually underwrite all of it? ...more
AI
July 14, 2026•12 min read
AI should scale judgment, not administration
AI in alternatives mostly means speed. Faster summaries, faster memos, faster emails. None of it touches the decision that determines returns: what deserves the dollar in the first place. ...more
AI
July 02, 2026•11 min read
AGAINST THE TAPE
The $700 Billion Assumption
Microsoft, Alphabet Inc., Amazon, and Meta will spend close to $700 billion on AI infrastructure in 2026, according to CNBC. That is up more than 60% from 2025, which was already a record. ...more
AI
July 09, 2026•7 min read
Jamie Dimon Saw A Cockroach
Jamie Dimon saw a cockroach and wiped $500B off alt managers in one afternoon. ...more
Contrarian Analysis
July 02, 2026•8 min read
Send One Live Decision
The fastest way to see how we work is to send us something real. One deal, one fund, one comparison, and we'll get back to you with a decision-ready work product.
Elite Broker Blogs
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AI Will Split Private Markets in Two
Alternative AUM is headed from $16.7 trillion to a projected $30 trillion by 2030. The number of people who can actually underwrite all of it? ...more
AI
July 14, 2026•12 min read
The $700 Billion Assumption
Microsoft, Alphabet Inc., Amazon, and Meta will spend close to $700 billion on AI infrastructure in 2026, according to CNBC. That is up more than 60% from 2025, which was already a record. ...more
AI
July 09, 2026•7 min read
Jamie Dimon Saw A Cockroach
Jamie Dimon saw a cockroach and wiped $500B off alt managers in one afternoon. ...more
Contrarian Analysis
July 02, 2026•8 min read
AI should scale judgment, not administration
AI in alternatives mostly means speed. Faster summaries, faster memos, faster emails. None of it touches the decision that determines returns: what deserves the dollar in the first place. ...more
AI
July 02, 2026•11 min read
The Exit Window: $3 Trillion Heads for the Door
$3,000,000,000,000 is about to hit public markets in 90 days. SpaceX, OpenAI, Anthropic. The 3 most valuable private companies ever built. All racing for the exit at the same time. ...more
Capital Allocation
July 01, 2026•9 min read
Your Gross IRR Is Not Your Return
We modeled a real Reg A Tier 2 SFR fund. ...more
Capital Allocation
July 01, 2026•8 min read
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