Morgan Stanley’s David Miller and Tim Clarke examine how longer private-company lifecycles and rapid AI-driven growth are reshaping opportunities in late-stage investing.
- Companies are staying private longer, shifting a larger share of growth and value creation into the pre-IPO phase.
- Capital is increasingly concentrated in mature private companies, particularly AI leaders with exceptionally rapid revenue growth.
- High valuations, hidden churn and limited access reinforce the importance of diversification, active management and experienced underwriting.
Explore the full report to understand how private-market growth investing is evolving.
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