Moonfare
The Satellite Newsletter #28

Moonfare
The Satellite

Edition 28

The Satellite

Dear Valued Member of the Moonfare Network,

Welcome to the first Satellite newsletter of 2024. As we head into the new year, we wish you an abundance of health and success!

Meanwhile, emerging green shots foreshadow a potentially more stable 12 months ahead for private markets.  

In our recently published outlook, we outlined the top 10 predictions that are poised to shape the industry in 2024, covering everything from fundraising to dealmaking. Here's a glimpse of what you can expect:

  • Exit conditions could improve: Exit routes may start to free up as the buyer-seller price expectation gap narrows.
  • Primary deal activity will likely start to normalise: More settled valuations and the weight of capital in private markets could drive dealmaking.
  • Private credit might attract (even) more investors: Even with potential interest rate cuts, private debt should continue to deliver for investors.
  • Growth investors will hone in on profitability: GPs could emphasise profitability over future growth projections.
  • Firms are looking to invest heavily in AI: SaaS and other technology businesses will be a key focus, but GPs will also target sectors that support AI growth.

For an in-depth analysis of these trends and other predictions, click here.

Happy reading!

To view our selection of private equity strategies by top-tier managers, log on to the Moonfare platform.

If you don’t have an account yet, sign up and view our exclusive opportunities.*

Moonfare's Outlook 2024

The year ahead in fundraising, dealmaking and exits

65a01080d4913871f8ece0dc_Outlook 2024 Cover (1)

Following a challenging 2023, as high interest rates and geopolitical uncertainty jammed up exits and dealmaking, what can investors expect from private markets this year?

Dive deeper

Frame 53 (1)

Interview

What 2024 has in store for co-investments: interview with Sanjay Gupta

Find out  →

Steffen Pauls_CEO & founder Moonfare (1)

Commentary

Steffen Pauls: Private equity is well-positioned for the new rates era

Read on →

KKR - General Petraeus Deal Talk - LinkedIn (2)

Deal Talk

General David Petraeus decodes today’s geopolitical landscape

Watch now →

Frame 54

Learning

GP stakes investing: charting private equity’s latest frontier

Learn more →

*Subject to eligibility. Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong.