Did You Create Shareholder Value Today?

All Day, Every Day

Since last post we’ve seen 6 M&A deals, 10 funding rounds, 2 new companies, 13 people moves & promotions, 3 roles, 3 articles, and 1 podcast. Longer opening intro with some thoughts this week. Read on for the normal weekly. This week brought to you in partnership with Brickroad. Check out their info below and let me know if you’d like an intro.

About LinkedIn Posting

I’m finding LinkedIn’s algorithm to be difficult to navigate, especially as my content (lots of tags, not AI slop, not “comment SALES for a copy”) is the opposite of what they promote. Last week, Isabella Kawi published Is LinkedIn Entering Its Post-Cringe Era? in The New York Times. LinkedIn CEO, Daniel Shapero, followed up, but readers were quick to notice the 242 scathing comments in The Times, followed by a similar sentiment directly at Shapero’s post. Ted Merz had a great comment and then posted a video - should you post on LinkedIn?

My ask… I’m still a sucker for likes, so do me a favor and drop one on my newsletter cross-post here. Feel free to comment something cheesy like “SHAREHOLDER VALUE”, “FUNDING”, “ALGO”, “MORE MEMES” (well, that last one isn’t cheesy). If nothing else, it gives me the confidence that I have better engagement than my 4 copycats.

About Last Week

I recently joined the Signal and Noise podcast for a discussion, The Research Industry’s Self-Inflicted Wound, with Brian Lamar and Andrew DeCilles. Check it out, and if it resonates, give me a shout!

I was in London last week for the KIMRA (Knowledge & Information Management, Research, and Analysis) conference hosted by CB Resourcing, which was one of the best events I’ve been to. I had the opportunity to share my views on data and research procurement and various bottlenecks in the process (yes, I have opinions). I really enjoyed the discussion, moderated by Simon Burton, with fellow panelists: Monica Borjas, Director of Commercial & Business Strategy at Dow Jones, Anthony Cummins, Head of Research at Bridgepoint, Emma King, Insight Center Senior Director at Alvarez & Marsal, and James Mann, Managing Director at FT Professional.

Also met two other newsletter writers, Athena Peppes, Director of Beacon Thought Leadership, who writes The Athenian Intelligence, and Francis Hintermann, Global Managing Director of Accenture Research, who writes Intelligence Curve.

Bill Ronkoski and I somehow powered through 11 client and prospect meetings in 2 days. So great to meet folks in person for the first time and all of the conversations that came about.

About Brickroad

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Want to connect with the team and learn more? Reply to this email and I can make a warm intro, or you can book a time directly with the team here.

M&A

*Deals are announced but may not be closed.

Funding

  • AlphaSense (AI-powered market and investment intelligence) raised $350M at a $7.5B valuation in a round led by Vitruvian Partners, Accenture Ventures, and J.P. Morgan Asset Management.

  • Canary Data (AI-powered investment analyst) raised a Series B led by Tiger Global.

  • Coralogix (data observability) raised $200M at a $1.6B valuation in a Series F led by Advent and CPPIB.

  • Cyera (data security) raised $300M at a $12B valuation in a round led by Evolution Equity Partners.

  • Daloopa (AI data infrastructure and investment research workflow solutions) raised $47M in a Series C led by Brighton Park Capital.

  • DeepTree (AI-intelligence for private markets investing) raised €2M in a Seed round led by CDP Venture Capital.

  • Exa (AI web search) raised $250M at a $2.2B valuation in a Series C led by a16z.

  • GEEIQ (gaming and virtual world intelligence) raised $6.8M in a round led by YFM Equity Partners.

  • Human Archive (data lab modeling human embodied intelligence) raised $8.2M in a Seed round.

  • Kpler (trade intelligence) raised $1B in a growth equity round from Sixth Street.

New Company Alerts

Coast Insights is a new global B2B research firm providing access to hard to access B2B audiences. Coastal helps companies build standing communities of customers, prospects, competitors' customers, and decision-makers, ready to survey or interview. The company is founded by Steve Ingledew (prior ContextualY, Material) and Thomas Slabaugh (prior ActBlue, Material).

Macro Technologies is building agentic AI infrastructure for asset management. The company’s first vertical agent is The Macro Analyst, which turns central-bank language, market pricing, and research into tradeable policy views with a defensible evidence chain. The company is founded by Jaime Villa (prior Citadel Securities, Schonfeld).

People Moves, Promotions, and Appointments

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*may not have started roles, but roles are announced or updates provided online.

Who’s Hiring

*salaries only listed where provided by the company and may vary based on location and other factors. See links for specific salary details.

What I’m Reading

What I’m Listening To

  • Myself (in discussion with Brian Lamar and Andrew DeCilles)

Upcoming Events

*new events added since last newsletter

Favor

If you’ve read this far, please click here (always testing out some readership analytics) and connect with me if we’re not already connected!

Views here are the author’s own and not of any employers or companies. The author may be compensated for pieces in this newsletter.