FINANCIAL INTELLIGENCE
Pick a rabbit hole.
• Private credit
Institutional allocations increasing. Banks retreating from mid-market lending.
ACCELERATING
• AI infrastructure
Power demand becoming a bottleneck. Data centre capex hitting records.
WATCH CLOSELY
• Commercial real estate
Refinancing pressure is increasing. Office vacancy at decade highs in major CBDs.
STRESS BUILDING
• Indian startups
Funding activity accelerating. $2.1B deployed in Q2 - highest since 2021.
ACCELERATING
THE MOVE — INTELLIGENCE CARDS - (DEALS)
THE MOVE
Australia's biggest insurance broker just got taken private and immediately split in two. KKR paid a 52% premium to own the rollup. Now they have to earn it.
PE · Insurance Read the breakdown →
THE MOVE
$12.7B take-private of HCM software. Classic SaaS buyout, optimise margins, exit at a premium.
PE · Technology Read the breakdown →
THE BOARD — KNOWLEDGE MAP
Energy
Private Credit
NVIDIA
Banks
AI
VC
Every node is clickable — explore the financial ecosystem
ROOK MODE — LEARN BY DOING
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?
ASK ROOK — AI FINANCE COMPANION
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rookonomy.com · The Board · Signal · Deals · Rook Lab · Finance, demystified.