Independent analysis of how changing capital markets affect investor confidence, delivered as multi-part series on themes like private capital options and AI financing resilience. Each series offers a lead analysis followed by perspectives for founders, boards, and investors.

Data-driven analysis of venture capital market structure, covering secondaries, LP liquidity stress and the decline of small institutional seed funds. Readers get a founder-turned-investor's interpretation of fund and deal data rather than a recap of headlines.

A newsletter for sophisticated Asian investors covering alternative assets such as private markets, art, wine, whisky, watches and collectibles. Recent issues combine fund-terms data, forum takeaways and regional fundraising news, flagging where global findings may or may not apply to Asia-Pacific allocators.

Theschicht publishes long-form explainers on personal finance, private markets and the technology behind money and markets. Readers get structured guides on topics such as private credit, AI-driven data center financing and building a written financial plan.