Welsbach SPACtacular Insights
Danny Mamadou, Sridhar Shivaram, Sankalp ShangariWe spend hours researching, and talking to the smartest founders, dealmakers and investors in the SPAC landscape. This is our attempt to give you a monthly summary on how we are thinking about the macro, fund raises, SPACs, and what lies ahead
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 48 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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leanspac.substack.comLatest Issues
Two Percent of the Headline. A Fifth of the Cash
Forty De-SPAC mergers closed in the U.S. between January 5 and October 21 this year. For 29 of them, records show a deal value and a transaction cost. Put the two side by side and going public looks cheap: the median cost was $24.1 million,...
Welsbach Weekly Insights - Four Doors to Nasdaq. Only One Has Your Name on It.
Should we IPO or do a SPAC?” is the question founders ask most often when they start thinking about a U.S. listing. It is also the wrong place to start. The four routes to Nasdaq end at the same exchange, but they raise different amounts of...
Welsbach Weekly Insights - The Missing Discount
Every traditional IPO is priced to leave something on the table. Most de-SPACs aren't — and the market collects the discount anyway, after closing, with interest.
Founders naturally gravitate towards the highest possible valuation, but the...
Welsbach Capital Markets Insights: October 2026 Edition
We spend hours reading about, and talking to the smartest founders, dealmakers and investors in the SPAC landscape. This is our attempt to give you a short 5-10 minute summary on how we are thinking about the macro, markets & SPACs, and wha...
Welsbach Weekly: Built for the Hard Stuff
Look at what actually went public through SPACs this year, and a pattern jumps out. A fusion company. Two quantum-computing firms. A humanoid-robotics maker. A launch-propulsion business. A critical-minerals refiner. In August alone, sponso...
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I specialise in mispriced complexity and I work at the intersection of geopolitics, capital markets, and real assets to deliver executable outcomes.
Macro and Crypto thoughts summarized for you, so that you don’t have to
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