Cooler heads prevail as private equity navigates AI-disrupted software exits

Jeremy Tan, Co-Founder of Tin Men Capital, and Arielle Thompson, the firm's newly appointed Global Head of Capital Formation, were featured in Mergermarket's report on why US institutional investors are warming up to Southeast Asia's venture market after a macro reset. The report examined the region's positioning as an opportunistic entry point for industrial Midwest LPs, the resilience of B2B enterprise tech through the ASEAN startup downturn, and the shift in US capital toward foreign markets with limited geopolitical exposure.