Built for · GPs

For general partners.

Your competitors' books, cheques and sector bets: reconstructed from public disclosures and read side-by-side.

The question: Who am I bidding against, where are they crowded, and what are they about to realise?

Your map of the platform

Sector crowding heatmap→

Firm × sector concentration across 16 tracked books: your competition map before entering a theme.

Contested positions→

27 companies held by two or more tracked firms, with each holder's read on the same mark.

Firm dossiers: new cheques, 2025-26→

What every rival franchise is buying right now, and at what pace.

Decision-grade dossiers on the themes the cheques are chasing: data centers, semis, space, quantum, fintech, AI, healthcare, EV, defence, quick commerce, each distilled to a G1-G6 grade on Ratings, the fastest read on which theme the herd is rotating into before you're the last cheque in.

IPO Pipeline→

The realisation calendar that re-marks your comps.

Capital Formation & Stress indices→

Whether the funding cycle is with you or against you this quarter.

Where to start: Read the crowding heatmap before the term sheet, and the contested table before the follow-on.

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Built for GPs, refreshed monthly.

New research and coverage updates relevant to gps, as they publish.