The Growth Equity Debrief
Alexis | Weekend Investor | GEThe weekly newsletter for growth investors, software enthusiasts, and anyone who wants to understand how the best companies scale.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 20 | Founded | a year ago | Last Issue | 8 months ago |
| Active | |||||
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thegrowthequitydebrief.substack.comLatest Issues
Growth Equity Weekly: Dec 15–21, 2025 (US & Europe)
What happened this week
Medline closed out the week with a $7.2 billion debut. The largest US listing since 2021. The stock popped 41% on day one.
Meanwhile AI infrastructure continues to vacuum up capital at insane rates.
Two notabl...
Private Equity and Cryptocurrency: can they go hand in hand?
Over the last few weeks I’ve found myself going down a bit of a rabbit hole. I’m spending more and more time reading about crypto.
At some point I started wondering: is there actually a sensible way PE and crypto to fit together? Is this...
Growth Equity Weekly: September 22–28, 2025 (US & Europe)
This week in growth equity was focused on AI bets, fintech resilience and IPOs that actually worked. LPs also seem to be quietly reloading their war chests.
Let’s break it down.
Big deals & capital flows
AI mega-rounds are stil...
Growth Capital Partners & Bridewell: a cybersecurity investment case study
We’re talking about a 9.3x return over four years (2021–2025). (Growth Capital)
For me, Growth Capital Partners’ investment in Bridewell is a clean, real-world example of growth equity value creation.
In this case study, I walk through h...
The hunt for Europe's growth companies: A growth investor's guide to differences in sourcing in UK, Germany & France
Europe isn't one big, homogeneous market.
It's more like a mix different universes. Each with its own rules, networks, and secret handshakes.
The UK is like New York's sophisticated European cousin: fast-paced, internationally minded, an...
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Europe has world-class companies. Most investors are missing them.
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