5,000+ companies backed by 147 firms, each researched with AI and matched to public comps.
We score each company based on their Opportunity (to win with AI) and Durability (against AI disruption), providing detailed analysis and explanation.
The headline result is that investors are pivoting hard to safe companies - high durability, low opportunity. If you mark PE portfolios to market, the worst of them (Vista, Thoma Bravo) are down 25%.
5,000+ companies backed by 147 firms, each researched with AI and matched to public comps.
We score each company based on their Opportunity (to win with AI) and Durability (against AI disruption), providing detailed analysis and explanation.
The headline result is that investors are pivoting hard to safe companies - high durability, low opportunity. If you mark PE portfolios to market, the worst of them (Vista, Thoma Bravo) are down 25%.