Anonymized samples of every EM Capital deliverable. Each represents a real engagement. Select a report type to explore the format and sample content.
Comparing 1–4 live offerings before committing to full diligence. Fast normalized view for first-look screening.
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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

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 and wiped $500B off alt managers in one afternoon. ...more
Contrarian Analysis
July 02, 2026•8 min read

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

$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

We modeled a real Reg A Tier 2 SFR fund. ...more
Capital Allocation
July 01, 2026•8 min read
