Internal Research
Investment thesis, market analysis, and research documents for the Transcend team.
AI Investment Thesis
Fund III thesis on AI value concentration in gaming private markets. Why AI-native teams will dominate and how Transcend captures this opportunity.
AI Deep Dive
Technical deep dive into AI applications and opportunities in gaming. Covers current capabilities, emerging technologies, and investment implications.
AI Value Progression
How AI value accrues across the gaming stack and what that implies for early-stage entry points. Companion to the Investment Thesis and Evidence Report.
Gaming AI Evidence Report
Comprehensive evidence base for AI transformation in gaming. Data-driven analysis of AI adoption, cost savings, and competitive advantages across the industry.
Geo Sourcing Framework
Internal framework for prioritizing deal sourcing across geographies and platforms. Maps platform-specific sourcing priors against regional studio ecosystems.