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

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues13Founded3 months agoLast Issue12 days ago
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uninvitedcapital.substack.com
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Latest Issues

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...

12 days ago
9
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...

19 days ago
11
3

European Venture Is Back. American Money Owns It.

Hello to the uninvited.

This is Rosie and Wazz, welcome to Issue 011 of ~~Uninvited~~.

This issue began as a reply. A founder answered a post on Rosie’s personal account:

We treated this as a research prompt.

Yes, Europe is losing t...

25 days ago
13
1

The Ozempic Economy: How Private Markets Are Betting on GLP-1s

Hello to the uninvited.

This is Rosie and Wazz, welcome to Issue 010 of ~~Uninvited~~.

Roughly 12% of American adults are now on a GLP-1. The Ozempification of the economy has arrived, and the world is eating, drinking and snacking less b...

a month ago
6
1

Looks like everyone's getting turned on by robotics.

Hello to the uninvited.

This is Rosie and Wazz, welcome to Issue 009 of ~~Uninvited~~.

Robotics is having the biggest funding year in its history, and the story underneath it is AI leaving the screen and picking up a body. pulled our dat...

a month ago
19

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Authors

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  • 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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