Insights and Analysis for
Smarter Investing
Whether you’re refining your investment approach or looking for fresh perspectives, our blog articles are designed to inform, inspire, and give you a competitive edge.
The AI Bubble Debate: Follow the Cash Flow, Not the Hype
Is AI a bubble? Markets price cash flows, not technology. Why investors should underwrite unit economics, capex payback and real demand instead of the AI narrative.
Our CEO’s Perspective: Why Proprietary Data Alone Doesn’t Justify a Higher Valuation
BPN CEO Mike Ryan on what actually makes proprietary data valuable to PE and VC investors, the four things to test in due diligence, and why intelligence beats volume.
Investment Memo Example: A Complete Sample IC Memo (Annotated)
A complete, annotated sample investment committee memo for a fictional growth equity deal, with notes on why each section works and how to adapt it for PE buyouts and venture capital.
AI Due Diligence: How PE and VC Teams Use AI to Diligence Deals Faster
How private equity and venture capital teams use AI due diligence tools across financial, commercial and legal workstreams, what AI cannot do, and how to keep every finding source-linked.
Best AI Tools for Private Equity and Venture Capital in 2026
Compare the best AI tools for private equity and venture capital in 2026: document analysis, AI agents, research platforms and connected IC deliverables, plus the criteria that matter.
Venture Capital Investment Memo: Structure, Template and Common Mistakes
How to write a venture capital investment memo: the 8 sections partners expect, how it differs from a PE memo, common mistakes and how AI can help.
AI Financial Modeling for Investors: Scenarios, Stress Tests and Evidence
What AI financial modeling can and cannot do for PE and VC teams: scenario generation, stress testing, evidence-linked assumptions and a practical workflow.
AI for Private Equity: Where It Helps in Due Diligence, Memos and IC Prep
Where AI for private equity creates real value across the deal lifecycle, where generic AI falls short, and what to look for in an AI platform for PE teams.
Investment Memo Template: How to Write an IC Memo for Private Equity and VC
A complete investment memo template for private equity and venture capital: the 12 sections every IC memo needs, PE vs VC differences, common mistakes and FAQ.
AI’s Energy Problem: Why Better Sources Matter More Than Bigger Models
AI consumes real energy, water and data center capacity, so every query should count. Why better sources, not bigger models, make AI investment analysis efficient and reliable.
AI Job Disruption vs. Job Creation: Who Controls the Workflow
AI wont automate jobs uniformly, it automates tasks. The real question for investment teams is whether AI strengthens human judgment or replaces it with an opaque black box.
Source Prioritization: How BPN Makes AI Decision-Grade for Investment Teams
BPN gives PE and VC teams source-of-truth controls, two-step retrieval, and clickable footnotes for decision-grade, trustworthy AI research.
How BPN Solves the “Garbage In, Garbage Out” Problem in AI Investment Research
BPN solves AI’s garbage-in, garbage-out problem with source-controlled prompts, vectorized sources, and click-through footnotes for PE and VC teams.
How BPN Helps Investment Teams Build AI-Powered Scenario Analysis
Discover how BPN Case Builder allows PE and VC teams to create source-controlled, spreadsheet-linked scenario analysis and probability-weighted outcomes.
How BPN Turns Excel and Google Sheets models into Source-Controlled AI Investment Analysis
Discover how BPN turns Excel and Google Sheets models into live, source-controlled AI investment analysis for PE and VC teams.
How BPN Helps Investment Teams Create Decision-Grade Slide Decks in Minutes
Discover how BPN combines investor-engineered prompts, live spreadsheet links, and source control to help PE and VC teams create decision-grade slide decks in minutes.
How BPN Helps Investment Teams Create Decision-Grade Memos in Minutes
BPN enables PE and VC investment teams to build source-controlled, spreadsheet-linked, decision-grade memos in minutes using investor-engineered AI prompts and automated references.
Stay Connected
Investing moves fast, and so do we. Read more about our insights and connect with us to learn how our platform can help with your analysis process!