INSIGHTS & RESEARCH
Analysis for decisions where capital and strategy intersect.
Sheyconomics publishes independent analysis across private markets, venture capital, private equity, M&A, economics, strategy and operating transformation.
The emphasis is practical: what is changing, why it matters, which assumptions deserve attention and how the evidence can affect an investment, portfolio or operating decision.
Editorial themes
Research follows the same questions that appear in advisory work: how capital is allocated, how value is created, where risk is building and which operating assumptions can change the outcome.
Private Markets
LP/GP dynamics, fund strategy, portfolio construction and capital allocation.
VC, PE & M&A
Diligence, valuation, growth quality, value creation and transaction execution.
Economics & Strategy
Macro signals, market structure, scenarios, growth choices and strategic trade-offs.
Operations & Transformation
Procurement, supply chain, PMO, AI-enabled productivity and operating models.
RESEARCH APPROACH
Less commentary. More decision relevance.
Signal
What changed?
Evidence
What does the data actually support?
Implication
Which investment or operating assumption moves?
Decision
What should be monitored, challenged or acted on next?
Latest analysis
Recent articles and commentary from Sheyconomics, organized as an editorial feed rather than a personal blog.
From AI pilot to P&L impact: what separates portfolio companies that actually capture the productivity gain
Every portfolio company has run an AI pilot by now. Almost none of them can point to the line in the P&L it actually moved. Here’s the difference…
Private equity secondaries and GP-led continuation vehicles: the new exit reality
The old five to seven year hold and exit playbook isn’t the default anymore. Here’s what’s driving the rise of continuation vehicles, and the questions every LP should…
SpaceTech Investments in 2030: A new era of economic expansion beyond Earth
The 2030s are poised to mark a significant shift in the landscape of investment as SpaceTech ventures – encompassing space exploration, satellite technology, and infrastructural advancements – take…
Sustainability and Clean Tech: Shaping the future of investments and M&A
As we approach the dawn of a new decade, the interplay between sustainability, clean technology, and the financial landscape is becoming increasingly evident. By 2030, investments in renewable…
Venture Capital and Sustainable Development Goals (SDGs) for 2030: A strategic alignment
Currently, the alignment of venture capital (VC) with Sustainable Development Goals (SDGs) presents a unique opportunity for investors and entrepreneurs to drive impactful innovation and sustainable growth as…
Private Equity’s role in growing new businesses across different Industries
Private equity is like a powerful engine for new businesses, especially in markets where any type of business can thrive, known as industry-agnostic markets. These markets are special…
From research to a specific decision
Public analysis can frame a question. A mandate goes further by applying the evidence to a specific fund, company, transaction, portfolio or operating challenge.
That can mean stress-testing a valuation, comparing markets, reviewing an investment before IC, building a portfolio dashboard, modeling procurement savings or translating macro scenarios into an operating plan.
Have a question behind the research?
Share the investment, portfolio, transaction or operating context. Sheyconomics can determine whether a focused review or broader advisory mandate is the right next step.
