Manhattan Venture Research
Research on private technology companies and the markets around them.
Manhattan Venture Research is MVP’s research arm. It covers mid-to-late-stage private technology companies with the depth expected from public equity research, including market structure, competitive position and valuation. Reports are distributed through Bloomberg terminals and to more than 15,000 subscribers.
The research team selects coverage and works from public information. MVP-managed funds may hold positions in companies we cover, and each report discloses those positions.
Manhattan Venture Research publishes research for readers interested in private technology companies and the markets around them.
Initiation reports
A detailed view of one private company: the market, the business, the competitive landscape, the risks and our view of valuation.
Wonderful: Emerging Leader in Localized Enterprise AI Agents
True Anomaly: Pure-Play Autonomous Space Defense Platform
Ambience Healthcare: Unified AI Platform for Clinical Workflows
Vast Data: Category Creator in Unified AI Infrastructure Stack
Harvey: Go-to AI-Powered Legal Assistant
Anysphere: Best-of-Breed Player in Vibe Coding
ElevenLabs: A Premier Emerging Growth Player in AI Voice
Moveworks – One-Stop AI Solution Tackling Digital Debt
Initiation Report: Applied Intuition – Pushing the Envelope in Autonomous Mobility
Initiation Report: Glean Technologies - Disrupting Enterprise Knowledge Management with AI
Initiation Report: Huntress – A Premier Go-to Cybersecurity Platform for SMBs
Initiation Report: Generate:Biomedicines – Pioneering AI-Powered Drug Discovery
Initiation Report: KoBold Metals A Leading Player at the Intersection of AI and Climate Tech
Initiation Report: Anyscale - Pioneering Scalable Deployment in Generative AI
Initiation Report: Runway - Reshaping Multimedia Production with Generative AI
Initiation Report: Relativity Space
Initiation Report: Carbon Health
Initiation Report: Aurora Solar
Initiation Report: Nuro
Initiation Report: Wiz Inc
Industry sector reports
Longer-form research on the forces shaping a sector and what they mean for the companies within it. These reports connect market structure, technology, capital and policy across areas such as AI, defense, robotics, space and energy.
Navigating the AI Supercycle: Where Will the Value Accrue?
Navigating the AI Supercycle: Are We in an AI Bubble?
POWER 2.0: Reimagining Power in the AI Age
AI Agents Are Rewriting the Enterprise Software Playbook
Rethinking Defense for the Digital Age
Neural or Nothing - Rewiring Business for the AI Age
Carbon Tech Industry Poised for Transformative Growth
Generative AI: Nearing the Ultimate Promise of AI
Digital Payments: Huge Untapped Market in B2B Payments
Pre and Post: IPO Returns Analysis
MVP's Outlook 2023: Volatile. Vulnerable. Valuable.
Manhattan Venture Partners Outlook 2023: Volatile. Vulnerable. Valuable. series dives into US economic and macro views, liquidity between the public and private markets, strategies from an active CEO, and trends in investing with our panel.
Get new research by email
Manhattan Venture Research brings together new reports, private market commentary and the themes our team is watching. Join more than 15,000 readers.
Questions about our research?