Type of Insights: Thought Capital

Q&A with InfraTech® Fund Partner Grant Allen on Muon Space Investment

In August 2026, I Squared Capital’s growth-stage technology platform, InfraTech®, invested in Muon Space as part of the company’s $250 million Series C financing. We sat down with Grant Allen to discuss InfraTech®’s investment thesis and why satellite infrastructure is becoming increasingly relevant to the physical economy. Q: You’ve just invested in Muon Space. Tell […]

Written by on September 17, 2026

Why Advisors Are Betting on Private Infrastructure

The inaugural ISQ OpenInfra Index finds private infrastructure moving from a niche diversifier toward a core allocation within private markets portfolios. Private infrastructure is taking on a broader role in private wealth portfolios. In the inaugural ISQ OpenInfra Index, I Squared Capital surveyed 250 financial advisors who work with alternative investments. The findings suggest that […]

Written by on August 26, 2026

Infrastructure Explained: Allocating to Private Infrastructure

This is Volume II of the I Squared Infrastructure Explained series, which explores how we define, allocate to, and invest in infrastructure. Private markets exposure can provide portfolio diversification, but not all asset classes serve the same purpose. For investors allocating to private markets, infrastructure can offer a differentiated combination of durable demand, visible cash […]

Written by on July 29, 2026

Infrastructure Explained: The Infrastructure Equation

This is Volume I of the I Squared Infrastructure Explained series, which explores how we define, allocate to, and invest in infrastructure. This is part of the I Squared Infrastructure Explained series, which explores how we define, allocate to, and invest in infrastructure. Infrastructure supports the systems people rely on every day, from energy and […]

Written by on May 7, 2026