Deal Watch

Monthly-ish operational and diligence-lens reads on named capital events reshaping AI infrastructure. Financings, backstops, JVs, strategic partnerships, and any structural transaction that matters even if it is not an acquisition. Each issue applies the DD lens to whatever transaction shape the deal takes.

Issues

Companion series

Deal Tear-Down applies the fourteen-workstream commercial DD framework specifically to named M&A transactions. Due Diligence for the AI Buildout is the fourteen-essay practitioner series both formats are drawn from.