Private Equity 8-Hour Briefing

Last updated: September 30, 2026, 10:04 PM ET

Private Equity Dealmaking

Alaska Permanent writes down the value of 46 alternative funds, reflecting a broader retreat from risk‑heavy assets as market volatility spikes. The write‑downs, spanning private equity, private credit and infrastructure vehicles, are expected to shave roughly 8% off the fund’s net asset value, reigniting debate over the sustainability of mega‑fund structures in a higher‑interest environment.

VC Governance Risks

Factory CEO accuses his VC board advisor, Chris Degnan, of acting as a spy for rival Cognition after Degnan accepted a senior role there. The allegation underscores growing concerns over insider information leakage in high‑stakes tech funding rounds, potentially prompting investors to tighten board oversight and renegotiate confidentiality clauses across the venture ecosystem.

Health‑Tech Funding

Neko Health’s $700 million bet to scan entire bodies draws fresh scrutiny from investors weighing the long‑term viability of AI‑driven diagnostics. While Spotify founder Daniel Ek’s backing signals confidence in the market’s upside, analysts warn that scaling such technology will require substantial capital efficiency, especially as funding conditions tighten amid broader market uncertainty.