ROOKONOMY

FINANCIAL INTELLIGENCE

What’s moving?

Pick a rabbit hole.

THE LEAD

The Move

AI needs power. Here's where the capital is moving

A data-centre buidout is colliding with the energy transition, reshaping infrastructure investing.

Mahalaxmi Ravichandran Vijayakumari

23 Sept 2026

Why private credit keeps growing

20 Sept 2026

The Memo

The Office Isn't Dead. But It's Definitely in Trouble.

21 Sept 2026

The Move

India's Startup Scene Is Back. But It's Not 2021.

21 Sept 2026

SIGNAL — WHAT TO WATCH

Private credit

• Private credit

Institutional allocations increasing. Banks retreating from mid-market lending.

ACCELERATING

AI infrastructure

• AI infrastructure

Power demand becoming a bottleneck. Data centre capex hitting records.

WATCH CLOSELY

Commercial real estate

• Commercial real estate

Refinancing pressure is increasing. Office vacancy at decade highs in major CBDs.

STRESS BUILDING

Indian startups

• Indian startups

Funding activity accelerating. $2.1B deployed in Q2 - highest since 2021.

ACCELERATING

THE EXCHANGE — THIS WEEK’S QUESTION

Be the first to take a position this week.Pick one, then read the cases →

THE MOVE — INTELLIGENCE CARDS - (DEALS)

THE MOVE

KKR × Steadfast

A$7.7 billion. 51.9% premium. Three buyers. Zero plans to keep Steadfast together. This isn't a takeover — it's a controlled demolition with a very expensive price tag.

PE · Insurance

Read the breakdown →

THE MOVE

Thoma Bravo × Dayforce

A $12.3B take-private, one unified platform, and a PE firm that only buys software. Dayforce never stood a chance — and honestly? That's a compliment.

PE · Technology

Read the breakdown →

THE BOARD — KNOWLEDGE MAP

AI + Energy

Credit

Commercial Real Estate

Private Equity

Indian Startups

Pick a thread.

ROOK MODE — LEARN BY DOING

SCENARIO · VC FUNDAMENTALS

A startup just raised $30M at a $150M valuation. Revenue is $8M. Growth is 120% YoY.

You’re a VC with $5M left to deploy. The founder is asking for $3M for 2% equity. What do you do?

New question every day · No. 1 of 33

ASK ROOK — AI FINANCE COMPANION

Rook is an AI, so double-check anything important. For education only, not investment advice. Questions are not stored, but topics may be counted anonymously.

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