Five decisions where governed AI pays — exit selection, LP targeting, compliance, and the partner judgment that drives them — with the evidence behind each one. Read the PDF for our full insight.

Sam Uddin, MSc, GEMBA, MBA Capital Markets Advisor | Strategy, Risk & Executive Leadership March 5, 2026 AI Has Changed What Expertise Looks Like Let me start with the conclusion: AI is the most significant professional shift I have witnessed in my career. After more than two decades advising regulators, advocacy groups, and CEOs across North America, Europe, and the Middle East, I have developed a reasonably good instinct for separating genuine disruption from noise. This is

And the old LP playbook is quietly breaking Three reports landed in the past six months. Read together — BlackRock's Private Markets Outlook, the World Economic Forum's Future of Venture Capital, and Kauffman Fellows' Zero to Four — they tell a single, awkward story: the architecture institutional allocators built their alternative programs on has stopped working. Begin with the numbers. US listed companies have halved since the mid-1990s, from roughly 8,000 to under 4,500. G

By Monz Uddin, Co-Founder, MUSU AI Advisory Private markets are entering a new phase of AI adoption. The first phase was individual and informal. Professionals used generative AI to summarise documents, draft memos, and accelerate research. The next phase is institutional. AI will shape how firms source opportunities, conduct diligence, monitor portfolios, support value creation, and communicate with investors. The firms that benefit most will not be the ones that buy more to

By Monz Uddin, Co-Founder, MUSU AI Advisory Three things have happened in the last few weeks that should land on every senior desk in private capital. SpaceX, now merged with xAI under a $1.25 trillion valuation, struck a deal with Cursor that includes the right to acquire the AI coding company for $60 billion by year-end. Cursor was valued at roughly $30 billion at the end of last year. Anthropic announced Claude Mythos, a model so capable at autonomously finding software vu