Private alpha vs. private equity & autarky & the three current crises
GPs are indicating they'll deploy faster this time, but it's impossible to do almost anything yet. Companies are turning to hard cash lenders to bridge funding gaps. The nature of the recovery may drive opportunity; if we revert to periodic shelter in place with certain industries returning, retail will be hurt - PE firms positioned to bring technology to help these business reach their customers in new ways could be well positioned! Barcelona is amazing - but wait until soccer resumes - seeing a match is a "can't miss". Keep the posts coming, great to see what you're seeing. The #1 inquiry I get is distressed and structured solutions, direct opportunities and GP ideas.