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Private Markets Digest

The Daily Briefing That Unlocks Private Markets.

Trusted by capital allocators, family offices, and 40k+ serious investors who don’t chase headlines, they anticipate what comes next.

Private Markets Digest connects the dots that matter across private equity, venture capital, private credit, and banking.

When Loan Risk Becomes Platform Risk

Feb 24, 2026

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11 min read

When Loan Risk Becomes Platform Risk

Software loan weakness is migrating from individual credits into fund-level marks, payout timelines, and fundraising confidence, while tariff litigation and reshoring capex compound the pressure on leveraged portfolios.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
AI Anxiety Moves Into Debt Markets

Feb 23, 2026

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10 min read

AI Anxiety Moves Into Debt Markets

Lenders are widening spreads and tightening covenants. Sponsors are pausing issuance. The filter is now credit, not narrative.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Supreme Court Killed Tariffs, Now What?

Feb 23, 2026

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11 min read

Supreme Court Killed Tariffs, Now What?

The Supreme Court struck down IEEPA tariffs, but refund timelines, working capital strain, and a new 15% global levy mean the real trade is timing, not ideology, and private markets are pricing the lag across importers, building products, and AI capex.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Week Ahead Will Show Who Still Feels Comfortable

Feb 22, 2026

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10 min read

The Week Ahead Will Show Who Still Feels Comfortable

After a quiet tightening, data and earnings will decide whether capital relaxes or pulls back

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
What Actually Drove Markets Last Week

Feb 21, 2026

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12 min read

What Actually Drove Markets Last Week

Six sequences that drove price, liquidity, and tone beneath the surface

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
A Tariff Win for Retail? Not So Fast.

Feb 20, 2026

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10 min read

A Tariff Win for Retail? Not So Fast.

The Supreme Court strikes down Trump’s tariffs. GDP slows to 1.4%. Small retailers are still under pressure. Fintech firms want bank charters. The headline is trade. The theme is control.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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