Perspectives on private markets, capital formation, and strategic value creation
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What Changes at the Largest Private Equity Firms Mean for Deal-by-Deal Investing
As capital becomes more abundant and quality deal origination more challenging, the largest private equity firms face growing pressure to remain agile, innovative and willing to take appropriate risks. These developments strengthen the case for deal-by-deal investing as a more selective and adaptable alternative to traditional blind-pool funds.
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Deal-by-Deal Investments: Pockets of Alpha in the AI Era
Public-market volatility, private-equity exit challenges and emerging technologies make a case for deal-by-deal investments, giving institutional investors greater discretion over capital allocation and value-creation strategies.
September 6, 2026
AI Can Accelerate Software Development — But It Cannot Replace Technical Competence
AI can create significant efficiency gains in software development, but in mission-critical systems, poor implementation can translate directly into financial, operational, and regulatory risk. As adoption accelerates, technical competence, controls, and domain expertise remain essential.
August 27, 2026
Deal-by-Deal Investing in an Era of Rapid Technological Change
As AI and other emerging technologies reshape industries at an accelerating pace, fixed fund mandates can create opportunity-cost and deployment risks for institutional investors. Deal-by-deal co-investments offer a more flexible framework for accessing emerging opportunities while maintaining greater alignment and investment-level discretion.
August 27, 2026
Founder vs. Businessperson: When a Startup Becomes a Real Business
Too many startups get trapped in the identity of being a “founder” while avoiding the commercial work that turns an idea into a business. At SBC Capital, we encourage entrepreneurs to focus early on sales, customer validation, revenue, and a clear path from invested capital to measurable commercial results.
August 27, 2026
Private Markets Are Shifting From Capital Concentration to Relationship Intelligence
As LP commitments concentrate in larger funds, smaller and mid-sized investors face a different set of trade-offs. The opportunity is not simply to source more transactions, but to understand market signals, build relationships early, and shape an offering around real demand.
August 21, 2026
U.S. Debt at $40 Trillion: The More Important Metric Is Debt-to-GDP
The $40 trillion debt milestone matters, but it is not the full story. U.S. GDP has also more than doubled since 2011. The central fiscal question is whether economic growth can keep pace with debt and stabilize the debt-to-GDP ratio.
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Why Private Equity Co-Investments Matter More in Today’s LP Environment
As exits remain constrained and capital concentrates in established private equity platforms, limited partners are increasingly looking to co-investments for greater selectivity, flexibility, diversification, and fee efficiency—particularly across the lower middle market.
August 16, 2026Stay Informed
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