ROOKONOMY — THE BOARD
01
The Move
Major capital movements: acquisitions, mergers, IPOs, funding rounds and private equity deals.
02
The Deep Dive
Detailed analysis of business models, financials, sectors, valuation and deal structures.
03
The Memo
Investment-style research: theses, market opportunities, risk and competitive positioning.
04
The Aftermath
What happened after the decision: post-deal performance, failed bets and restructurings.
More from The Board
The Move · The Deep Dive · The Memo · The Aftermath
Why private credit keeps growing
Banks are retreating from the middle market — and institutional capital is stepping into the space.
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The Office Isn't Dead. But It's Definitely in Trouble.
$2.5 trillion in commercial real estate debt is coming due over three years. Offices are emptier than ever, values are down 37%, and the refinancing math doesn't work. Here's where the stress is and where the money is moving.
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India's Startup Scene Is Back. But It's Not 2021.
Indian startups raised $4.1B in Q2 2026. CRED got $900M from Meta. A spacetech company became a unicorn. But this isn't the 2021 hype cycle, investors are only backing companies with real revenue and a credible path to IPO.
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rookonomy.com · Finance, demystified.