According to Hamilton Lane's Infrastructure Market Overview 2025, global infrastructure transaction volume reached $1.16 trillion in 2024, with artificial intelligence driving unprecedented demand for data centers and power generation assets. Infrastructure now represents 6% of private markets allocation, up from just 1% in 1999, as institutional investors pivot toward essential services and energy transition opportunities.

CRED raises $15M seed round to provide AI-powered predictive intelligence platform for enterprises, combining internal and external data.

Escala Medical raises $4.5M to expand its FDA-approved pelvic organ prolapse treatment device globally, including EIC Fund investment.

Campfire secures $35M Series A funding to develop AI-native ERP software, challenging legacy incumbents in the $1T market.

Gallant secures $18M Series B to advance off-the-shelf stem cell therapies for pets, targeting FDA approval for feline treatment.

Verny Capital Group to sell gold mining company RG Gold to Zijin Gold International after successful development since 2014.

HealthpointCapital acquires majority stake in ImmersiveTouch, enhancing surgical planning and navigation with VR/AR technology.

BitMine raises $250M to implement an Ethereum treasury strategy, potentially becoming one of the largest publicly traded ETH holders.

King Street Capital Management closes European Real Estate Special Situations Fund II at ~$950 million, hitting hard cap within 12 months.

According to PitchBook's Q1 2025 Emerging Tech Indicator, top venture capital firms deployed nearly $5 billion across just 161 deals—a 50% year-over-year drop in deal count despite robust funding levels. This marks the fewest seed and early-stage investments by elite VCs since 2020, as capital concentrates in larger rounds for AI infrastructure, health & wellness technology, and cybersecurity platforms.

David Breach, President and Chief Operating Officer of Vista Equity Partners, argues that institutional investors alone cannot provide the capital needed to fully capitalize on the AI-driven software revolution, creating an imperative for top-tier firms to expand into private wealth channels.

Private markets needs data standards as assets hit $13T - new S&P, Cambridge, Mercer partnership aims to solve fragmentation.

Private credit faces mounting challenges as the $1.7T market confronts transparency demands, liquidity pressures, and fee scrutiny. Key developments include Octagon's $33B direct lending push, BlackRock's 401(k) expansion, and PGIM's $1T merger. Industry veterans warn of market recalibration as PE distributions hit crisis lows while semi-liquid funds surge to $344B, signaling sector maturation amid growing retail access and regulatory evolution.RetryClaude can make mistakes.

According to Morningstar's "The State of Semiliquid Funds 2025" report, assets in semiliquid funds surged 60% to $344 billion by end-2024, with credit overtaking real estate as the largest asset class at $188 billion. Interval funds are experiencing record launches, with 19 new funds through May 2025 already approaching 2024's record of 27 launches.

According to S&P Global's recent Future of Capital Markets report, private credit markets are fundamentally reshaping capital markets through customized financing solutions, while tokenization and AI agents promise to revolutionize asset management and trading infrastructure. The convergence of these technologies could transform how capital flows and enable unprecedented scale in fragmented markets.

Lawrence Golub, CEO of Golub Capital and four-time consecutive Lender of the Year winner, warns that manager selection and long-term thinking will separate successful investors from those caught unprepared when the inevitable downturn arrives.

Private credit faces adjustment period as spread compression challenges returns despite ongoing capital inflows.

The private equity industry is experiencing an unprecedented liquidity crisis with distributions to LPs falling to just 11% of net asset value in 2024—a level not seen since the 2008 financial crisis—despite the absence of a recession.

Jesse Draper's VC firm raises $30M to invest in the $7.5T Future of Family market, focusing on childcare and female-founded startups.

AIP Capital and Monroe Capital form $1 billion venture to acquire mid-life aircraft on long-term lease to airlines globally.