A newsletter by QuantFi exploring the intersection of investing and FP&A. Each edition breaks down how topics like capital allocation, financial modeling, and strategic forecasting impact business decisions.
Apr 14, 2026
•
7 min read
When a Fortune 500 utility tells the market it cannot fund AI infrastructure as a public company, CFOs and sponsors in every capital-intensive sector should pay attention.
Apr 7, 2026
6 min read
How one firm is deploying capital across six service verticals to test whether agentic AI can permanently rerate the economics of labor-intensive businesses.
Mar 31, 2026
5 min read
The AI race has shifted from model quality to enterprise integration, making Private Equity a key distribution channel.
Mar 24, 2026
What the Mechanics Behind 4,000 Layoffs Actually Teach Operators About AI-Driven Restructuring
Mar 17, 2026
4 min read
As the cost of clean financial data collapses, the demand for forward-looking analysis inside portfolio companies explodes
Mar 10, 2026
3 min read
As platforms scale, sponsors are aggressively targeting software and digital controls to fix the integration nightmare of their service rollups.
Mar 3, 2026
Everyone is pricing the cost savings but not the cost overruns that sneak in underneath.
Feb 24, 2026
Does record shorting of SaaS names indicate whether some legacy players are being structurally replaced by artificial intelligence?
Feb 17, 2026
It’s further along than most finance teams realize, just not inside your company yet.
Feb 10, 2026
Apollo’s ARI sale shows how circular capital can buy time without fixing risk
Jan 27, 2026
Why private credit borrowers are cracking and what those leaks reveal about today's credit deal structures
Jan 21, 2026
A feasibility deep dive into housing math, scale, and single-family rental economics
Jan 13, 2026
Why car washes became a roll-up darling and how the playbook evolved amid saturation fears and rising rates
Dec 23, 2025
Where firms are cutting time, expanding coverage, and removing friction from core workflows.
Dec 16, 2025
What three mid-market ERP failures reveal about sequencing, integration, and control
Dec 9, 2025
2 min read
Intel, the rise of the “Continuation Vehicle,” and the mental models you need to defend your investments to 'Hold'
Dec 2, 2025
How Elliott Management's Activist Push for Operating Change Offers Lessons for Private Equity Platforms and Portco's
Nov 25, 2025
Inside Renovo’s collapse and a practical checklist for PE backed roofing and exterior platforms
Nov 18, 2025
How today’s AI cycle mirrors past bubbles and how investors & operators can navigate
Nov 11, 2025
Despite interest rates easing, cost of capital has a new floor and is forcing operators to rethink middle management, AI, and every project that doesn’t pay back fast enough.
Nov 4, 2025
A breakdancer’s dream gig became a firsthand look at one of the most effective roll-up strategies in the EDM festival space
Oct 28, 2025
The rise of continuation funds and how secondary transactions shift strategy, timelines, and incentives inside the companies they touch
Oct 21, 2025
Isolated losses or early signs of something broader?
Oct 14, 2025
Advent & Corvex chasing stable cash flow and undervalued human-capital platforms with a $1.3B take-private deal for Heidrick & Struggles.
Oct 7, 2025
How private equity is turning SaaS’s overproduction problem into an opportunity for timeless value
