Who Owns the Customer Journey Data?
In 2025, data is not just a support function. For many businesses and especially for investors, customer-journey data is fast becoming a critical asset. Who formally owns this data, how it is governed, and how it is leveraged can meaningfully alter value creation, exit potential, and risk profile. As private capital markets get more competitive […]
AI Will Become the New Partner at the Deal Table — Here’s How
Private equity is entering a structural shift. As highlighted in our recent piece “Reinventing Operational Due Diligence with AI”, rising interest rates, longer hold periods, and compressed value-creation margins mean traditional deal playbooks, reliant on financial engineering or macro tailwinds are increasingly inadequate. In 2025 and beyond, the edge will come from operational insight, execution […]
Reinventing Operational Due Diligence with AI
In 2025, amid higher interest rates, slower exits, and thinner value-creation margins, investors are increasingly relying on AI to strengthen operational due diligence (ODD). The result is a shift from static assessment to predictive intelligence. From Static Snapshots to Continuous Operational Visibility Traditional ODD relies on time-bounded reviews, but operations today are too dynamic for […]
Avoiding Value Traps in Software Investing
Software continues to be one of the strongest drivers of value creation. In our recent article, “Why Software Investment Matters More Than Ever,” we highlighted how software has become a central theme for investors, powering digital transformation, operational efficiency, and entirely new business models. However, as the market evolves, new structural headwinds are emerging. These […]
Why Software Investment Matters More Than Ever
In today’s fast-evolving global economy, software is no longer just a component of technological infrastructure, it has become the central engine of business performance, competitive advantage, and long-term enterprise value. For investors, the rise of software represents a structural shift that goes far beyond the traditional tech sector. Whether a company operates in finance, logistics, […]
Investing in the AI-Driven Industrial Future
As artificial intelligence (AI) evolves from experimentation to enterprise-scale deployment, it is redefining how industries create value, innovate, and compete. For investors focused on real assets, industrial transformation, and sustainable growth, such as Gunung Capital, AI represents far more than a technological upgrade. It marks a turning point for productivity, efficiency, and transformation strategy. According […]
Digital ESG Twins: Simulating Impact Before Investment
An individual is already aware of the environmental impact, social consequences, and governance challenges prior to commencing the construction of a factory or initiating a global supply chain project. Digital ESG Twins, a notion that is transforming how companies tackle sustainability and investment choices, leaves no scope for assumptions nor unexpected outcomes while ensuring transparency. […]
Liquidity vs Long-Term Stewardship in Private Equity
Private equity (PE) is facing a significant shift. Traditionally, it’s a field of patient capital where funds invest for a decade to create value and then exit. However, with patchy exit markets since 2022, PE firms are turning to innovative liquidity solutions to keep capital flowing. While these solutions offer flexibility, they also challenge the […]
Tech Adoption in Private Equity & Family Offices
Private equity (PE) firms are accelerating their embrace of artificial intelligence (AI), predictive analytics, and digital deal platforms, fundamentally reshaping due diligence, value creation, and operational efficiency. According to a recent World Economic Forum overview, over 80% of PE workflows already rely heavily on digital technologies for sourcing, due diligence, and portfolio management and 95% […]
Winning the Talent War in Private Markets
In 2025, private markets are redefining their edge, not through capital alone, but through talent and operational expertise. As returns narrow and markets grow competitive, the winners will be those with not just deep pockets, but transformative capabilities embedded in their teams. Capital Is No Longer the Scarce Commodity Having weathered macro volatility, many private […]
