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Long reads, weekly intel, and interviews with the people moving private markets.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues16Founded4 months agoLast Issue9 days ago
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uninvitedcapital.substack.com
Artwork for Uninvited

Latest Issues

Pricing the biggest IPO ever, blindfolded

Hello to the uninvited.

This is Wazz and Rosie, welcome to Issue 016 of ~~Uninvited.~~

Today, we’re diving into what might become the biggest IPO ever, and the very weird problem with trying to put a price on it.

The situation: TL;DR...

9 days ago
6

Private markets are finally opening to everyone

Hello to the uninvited.

This is Wazz and Rosie, welcome to Issue 015 of ~~Uninvited.~~


Five months ago, Robinhood introduced a new way for people to invest in some of the world’s most valuable private companies. And for a lot of pe...

16 days ago
6

When the Spoon Bends, the Round Breaks

Hello to the uninvited.

This is Wazz and Rosie, welcome to Issue 014 of Uninvited.

In this issue, we’re going to do a deep dive on Airtable’s sale and the class of 2021: why a company can triple its revenue and still sell for 89% less tha...

23 days ago
8

An SPV of an SPV of an SPV: the version worth keeping is boring

Hello to the uninvited.

This is Rosie and Wazz, welcome to Issue 013 of ~~Uninvited~~.

In this issue, we’re going to do a deep dive on SPVs: what are they, why people hate them so much, where the bad reputation comes from, and what a bett...

a month ago
10
1

Private markets enter the price discovery era

Hello to the uninvited.

This is Rosie and Wazz, welcome to Issue 012 of ~~Uninvited~~.

If you know a bit about private markets, you probably understand that a company’s value usually only changes when it gets new investment.

There isn’t...

a month ago
12
3

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Authors

The writers behind this newsletter.

  • Uninvited Capital

    Private markets are invite-only. This is your way in. Weekly scoops, fund deep-dives, and interviews with the people moving capital before the deals go public. Posted for free every Wednesday.

  • Redphone

    Storyteller for deeptech startups

  • Wazz

    shadowy super speculator https://x.com/WazzCrypto

  • rosie

    pattern-spotting in private markets, crypto, and life

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