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 | Monthly |
|---|---|---|---|---|---|
| Issues | 4 | Subscribers | Read | thesisiq.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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.
How will SaaS be impacted by the agent economy?
1. Traditional per-seat SaaS pricing is collapsing — if 10 agents replace 100 employees, you don’t need 100 licenses anymore.
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.
AI disruption in healthcare
OpenAI and Anthropic just made very different bets on healthcare. PE teams should pay attention.
Authors
The writers behind this newsletter.
Deal sourcing for lower mid market private equity.
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