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The Agentic Firm

AI agents are becoming the investment industry's next workforce. What most people miss is what that workforce needs to stand on; the firms that already built it are about to pull away.

September 1, 2026
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Florian M Spiegl
Founder & CEO
Introducing EVIDENT Arc cover

#EVIDENTArc #PrivateMarkets

Introducing EVIDENT Arc.

A new business unit — strategy, structuring, and infrastructure services for asset managers, funds, and family offices.

Aug 6, 2026

Devanshee Kothari

EVIDENT and Ben McQuhae join forces cover

#EVIDENTNews #PrivateMarkets

A new chapter: EVIDENT and Ben McQuhae & Co join forces.

Ben McQuhae joins as Chief Business Officer; Jessica Ha joins to lead EVIDENT Arc.

Jun 25, 2026

Devanshee Kothari

SpaceX lists on Nasdaq SPCX cover

#PrivateMarkets #PublicMarkets

SpaceX lists on Nasdaq as SPCX.

The largest IPO in history closes a private position that began years earlier — a direct expression of EVIDENT's purpose.

Jun 12, 2026

Devanshee Kothari

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The Next Investment Super-Cycle Is a Balance-Sheet Event

The world is about to spend on the order of $16 trillion a year building the future. The interesting question isn't what gets built — it's who finances it, and through what plumbing.

June 10, 2026

Florian M Spiegl

The Invisible Layer: How EVIDENT Built MCP Infrastructure for Private Markets

EVIDENT has launched a proprietary Model Context Protocol (MCP) infrastructure designed to structure and automate fragmented private market deal communication through AI-driven workflows. The system enables partners to post, query, and retrieve live deal data in real time through natural language interactions, creating a scalable infrastructure layer for private markets.

June 1, 2026

Devanshee Kothari

The Rewiring: EVIDENT’s 2025 Annual Letter

Private markets are hitting a structural wall. Our 2025 Annual Letter breaks down the two technological revolutions rewiring the industry, the reality of the "Efficiency Paradox," and how we deployed capital over the last year.

May 27, 2026

Fah Sriprasert

World's First Tokenized Pokémon Card Fund Completes Launch on EVIDENT Platform — Oversubscribed

Strong institutional and professional investor interest in the MemeStrategy fund marks a meaningful milestone for cultural asset tokenization.

May 11, 2026

Devanshee Kothari

The Firms That Build AI Infrastructure Today Will Set the Terms Tomorrow

MCP has become the standard protocol for AI-to-tool communication, with adoption from Anthropic, OpenAI, and Google DeepMind and the firms that build MCP infrastructure now will become the network nodes others route through, compounding their advantage over time.

April 29, 2026

Devanshee Kothari

Private Markets Still Run on Group Chats. That Is a Data Problem

Private markets deal flow is structurally fragmented — terms shared over WhatsApp, availability tracked in Excel, and critical information living in message histories rather than any centralised system, meaning deals are routinely missed simply because the right person did not have the right information at the right moment. AI agents paired with structured, machine-readable deal infrastructure offer a way to close that gap — and that is precisely what EVIDENT is building.

April 28, 2026

Devanshee Kothari