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Oct 16, 2026

PE Stack: The $885M bet that AI grows the top line

A Palantir-Carlyle team just raised $885M to use AI for revenue, not cost cuts. Its first deal is aiming for up to 5x. Here's how to underwrite that in IC.

Oct 2, 2026

PE Stack: Build your own deal team of AI agents

A Chief of Staff agent plus six specialists for a PE firm, set up in Grok Bot. One firm brief, copy-paste prompts for sourcing, analysis, digests, data rooms, competitor watch and IC memos, and nothing sent without your approval.

Jul 24, 2026

The Stack: Six tools for the six moments that eat your week

Most of a deal week is retrieval. Building the list. Writing the write-up. Reading four hundred documents. Cleaning up call notes. Reformatting a memo into the house template at 11pm. None of that

Jul 12, 2026

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