ThesisIQ
Anu ChandraFind high-value deals others miss. I'm building deal sourcing AI for UK lower mid-market PE that helps teams spot the opportunities most likely to deliver strong returns. Lower mid-market focus. AI-powered analysis. Proprietary intelligence.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 5 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||
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Five AI value creation opportunities
Dynamic pricing. AI that prices each deal based on demand, competitor moves, inventory, and customer segment. Was the preserve of airlines and Amazon; now economic for any business with a price list. (revenue, margin)
AI sales development....
Agentic AI market is going to be enormous.
Enterprise agentic AI market is estimated at ~$6T in the US alone. Private equity firms should understand the current landscape and act soon.
Right now, two AI agent frameworks define the landscape:
OpenClaw: Open-source, self-hosted,...
How will SaaS be impacted by the agent economy?
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Traditional per-seat SaaS pricing is collapsing — if 10 agents replace 100 employees, you don’t need 100 licenses anymore.
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UX is no longer a moat; agents bypass dashboards, onboarding flows, and UI entirely, interacting via APIs an...
How will the Agent Economy Develop?
1. Agents will evolve from semi-autonomous (heavy human oversight) to increasingly autonomous, with humans shifting from routine approval to exception handling.
2. A parallel infrastructure stack needs to be built — agent-native identi...
AI disruption in healthcare
OpenAI and Anthropic just made very different bets on healthcare. PE teams should pay attention.
Both launched healthcare AI products in January 2026. But they’re playing completely different games.
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Deal sourcing for lower mid market private equity.
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