Insights

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.

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

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

The largest IPO in history closes a private position that began years earlier — a direct expression of EVIDENT's purpose.
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Blockchain & Web3
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Legal & Regulatory
Platform & Tech
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Clear

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.

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.

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.

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

Nov 2024
The FUJI LNG carrier: the first tokenization of a maritime vessel, from structuring through secondary market to exit.

Aug 2023
From clay tablets to blockchain — how the fundamentals of ownership stayed constant while the machinery changed.

Mar 2023
Tokenizing China Certified Emission Reductions — transparency, secondary trading, and retirement certificates on-chain.

Feb 2023
GreenSeas and EVIDENT open maritime investment to a wider audience — the founding blueprint for tokenized ocean-going vessels.