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Goodfin Insights
AI-generated feel
Late-stage AI multiples are compressing; quality paper still clears at a premium.
confidence74%1d
Compression
Healthcare secondaries are trading ~20% below last marked rounds; the best clears are in revenue-positive names.
confidence68%2d
Compression
Defense tech is seeing higher clears; buyers are prioritizing contract visibility and information rights.
confidence71%0m
Upside
Fintech infrastructure discounts are narrowing as rate expectations stabilize and crossover returns.
confidence63%3d
Upside
Investor Activity
weekly
Investors viewed OpenAI
2,134
2,134 investors viewed OpenAI this week
Top sectors
rotations
AI infrabiotechdefense tech
Avg deal size
+18%
Most-viewed
this week
OpenAI
2.1K
Stripe
1.9K
SpaceX
1.6K
Accredited Preview
locked
Deal documents
Transfer agreement • KYC packet • cap table excerpt • broker memo
Wire instructions
Beneficiary • Bank address • SWIFT • Reference format
Subscription forms
Accredited attestation • suitability • investor questionnaire
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Mini News Feed
Private markets
Secondary desks report tighter spreads in top-tier AI names
Goodfin Desk0msecondaryai
positive
Defense tech allocations up as allocators rotate from mega-cap public exposure
Private Markets Brief1ddefenseallocation
positive
Healthcare blocks clear with wider dispersion; quality paper still commands bid
Secondary Wire2dhealthcarepricing
neutral
Family offices increasingly favor structured secondaries over open-market blocks
Goodfin Insights3dstructuredemand
neutral
Late-stage growth funds lean into pre-IPO baskets; underwriting shifts to liquidity windows
PM Rundown5dpre-ipoliquidity
negative