AI Is Reshaping The Software Value Chain

https://europe.ark-funds.com/wp-content/uploads/2025/03/ARK-Investment-Opportunity-Report.pdf

Deep Dive | Tesla's Decline Began in 2023

https://www.coxautoinc.com/wp-content/uploads/2025/03/Q1-2025-Cox-Automotive-Industry-Insights-and-Sales-Forecast-Call-presentation.pdf

Buyside Investment Decision-Making Is Evolving

https://cdn.hl.com/pdf/2025/capital-markets-technology-market-update-hl-2025.pdf

Is there seasonality in SaaS?

https://staging-website.chartmogul.com/reports/saas-billing-report/saas-billing-report-2025.pdf

Foundation Model Ops, MLOps, and DataOps tools are evolving

https://newsletter.radensa.ru/wp-content/uploads/2025/03/InfoTech_AI-Trends_2025-52-pgs.pdf

Mag 7 have invested $49B in startups in 2024. More than all VC into China or EU27.

https://dealroom.co/uploaded/2025/02/Accelerating-Europe-Dealroom.pdf

Autonomous Food Production

https://cdn.prod.website-files.com/6673f18ee1d6f0f478fa3630/6759d77473ee8dc67a455527_Circus%20SE_Corporate%20Teaser_Q424.pdf

AI Value: Systematic Use Case Prioritization

https://cdn-static.bizzabo.com/bizzabo.file.upload/MI2oe3dQQqmf5r64WmpH_Feb27LRamosPdenHamer.pdf

Field and aftermarket asset examples

https://media-publications.bcg.com/BCG-Executive-Perspectives-Future-of-Field-Service-with-AI-2025-EP13-18Mar2025.pdf

SaaS Top Performer Analysis

https://cdn.prod.website-files.com/65e1d7fb19a3e64b5c36fb38/67dad4e89daa6264906ed07b_ICONIQ%20Analytics%20%2B%20Insights%20-%20Navigating%20a%20Successful%20Public%20Offering%20in%20Today%27s%20Markets.pdf

Revenue multiples for SaaS companies have plateaued, with the Q4 2024 median multiple now sitting at 5.6x

https://cdn.prod.website-files.com/65e1d7fb19a3e64b5c36fb38/67dad4e89daa6264906ed07b_ICONIQ%20Analytics%20%2B%20Insights%20-%20Navigating%20a%20Successful%20Public%20Offering%20in%20Today%27s%20Markets.pdf

Data concerns and lack of skills emerge as top challenges

https://www.hkdca.com/wp-content/uploads/2025/03/intelligent-banking-kpmg.pdf

Europe has plenty of startups, but lacks breakthrough, mega-scale companies

https://www.prosus.com/~/media/Files/P/Prosus-CORP/documents/the-need-for-big-tech-champions-in-europe.pdf

How We Look at the FinTech Opportunity

https://cdn.hl.com/pdf/2025/capital-markets-technology-market-update-hl-2025.pdf

The Trend of Verticalization in Software Is Accelerating

https://craft-bowerycap.files.svdcdn.com/production/Bowery-Capital-Opportunities-in-vSaaS-v6.0-January-2025.pdf?dm=1736454507

2025 State of Automotive Software Development Report

https://www.perforce.com/system/files/2025-03/report-sca-automotive-report-2025.pdf

Which Coding Standards Developers Use Most For Automotive Software

https://www.perforce.com/system/files/2025-03/report-sca-automotive-report-2025.pdf

Global IT Spending - 2024

https://s3.amazonaws.com/bizzabo.file.upload/PN7B3DGEQGWaY2NdJ06z_Oct15JLovelovkMMcDonaldCHealeyAO-Connell.pdf

Top Predictions of Cybersecurity for 2024+

https://s3.amazonaws.com/bizzabo.file.upload/oY8SOcpaTGCjABDz82eF_Jul31CPorter.pdf

Having Data Ready for AI Drives Greater Business Outcomes by 20%

https://cdn-static.bizzabo.com/bizzabo.file.upload/VrYB8TmkR0KTWc4K4yrn_Jan1Sallam.pdf

The use cases vary based on institutional priorities

https://iacpm.org/wp-content/uploads/2025/03/IACPM-McKinsey-Gen-AI-Webinar-2025.pdf

Relative SaaS Benchmarking - EV / Revenue vs. Revenue Growth

https://info.oppenheimer.com/rs/627-CPK-162/images/Oppenheimer%20EdTech%20Market%20Update%20%28March%202025%29.pdf?version=0&mkt_tok=NjI3LUNQSy0xNjIAAAGY-350jPQUbwZMhJYO3EurgBu3PfMYbbcfaY5_RF2wuO0fMhYZk_dAtr2vqWLZEY4_sK-Fh7OJuifhfpgkStLfia75cN1oZ81TqZzZDfbEkTk

The five critical steps of the semiconductor supply chain

https://www.allianz.com/content/dam/onemarketing/azcom/Allianz_com/economic-research/publications/specials/en/2025/march/2025-03-06-Semiconductors.pdf

Semi-Annual Private Equity Executive Summary

https://www.calstrs.com/files/e7252a4f2/INV+2025-03+Item+05c+Pres+01+-+Semi-Annual+Private+Equity+Executive+Summary++%28Open+Session%29.pdf

SVB State of Consumer Internet 2025

https://www.svb.com/globalassets/trendsandinsights/reports/consumer/svb-state-of-consumer-internet-2025.pdf

What are your sources of alternative data?

https://www.lowenstein.com/media/rbnbulvn/alt-data-report-2024_final.pdf

SW Defined Vehicles

https://www.p3-group.com/wp-content/uploads/2025/02/P3-SoftwareDefinedVehicles_Insights-2025.pdf

How We Segment the HCM Landscape

https://cdn.hl.com/pdf/2025/2024-hcm-year-in-review-february--2025.pdf

Big Tech capital expenditure 2023 to 2025

https://spaces.statista.com/a65dc708c30044ff9efd9a50c4267edc.pdf

93% of CDOs Feel Data Strategy is Crucial to Generative AI Value

https://2631050.fs1.hubspotusercontent-na1.net/hubfs/2631050/Jonathon%20Bowring.pdf

Gunderson Dettmer 2024 Venture Capital Report

https://www.gunder.com/a/web/vYUowtMwokvZXwEbox5nuK/a4AkH1/gunderson-dettmer-2024-venture-capital-report-final.pdf

 

Global Aggregate Tech Market Cap 2025

https://go.boarddocs.com/il/ctpf/Board.nsf/files/DDCQAZ686D18/$file/Drive%20Capital%20-%20CTPF%20Investment%20Comitee%20Meeting%20Presentation-%20Feb%202025.pdf

AI Opportunities Within PropTech

https://cdn.hl.com/pdf/2025/proptech-2024-annual-market-update.pdf

Priority Matrix for Generative AI

https://cdn-static.bizzabo.com/bizzabo.file.upload/736mNZlaR26ezuBNVfK7_Feb6AChandrasekaran.pdf

Unlocking Data in the Digital Asset Ecosystem

https://www.hkdca.com/wp-content/uploads/2025/02/unlocking-data-digital-asset-ecosystem-ft-partners.pdf

Software Winners and Losers: LTM Performance of Stock Prices & NTM Revenue Multiple

https://www.cantor.com/wp-content/uploads/2025/02/Software-and-SaaS-Sector-Update-Winter-2025_vFINALv2.pdf

AI drives >50% of all VC funding already; mostly in infrastructure and LLMs

https://www.prosus.com/~/media/Files/P/Prosus-CORP/investors/the-ai-x-ecommerce-revolution-how-ai-is-shaping-the-future%20of-online-marketplace.pdf

In most industries, Marketplaces are still in their early innings

https://www.prosus.com/~/media/Files/P/Prosus-CORP/investors/the-ai-x-ecommerce-revolution-how-ai-is-shaping-the-future%20of-online-marketplace.pdf

Game Changers 2025

https://www.cbinsights.com/reports/CB-Insights_Game-Changers-2025.pdf

Cybersecurity Industry Landscape

https://solganick.com/wp-content/uploads/2025/01/Solganick-Cybersecurity-Mergers-Update-Q4-2024.pdf

Vertical SaaS AI Solutions Matrix

https://jlaadvisors.io/wp-content/uploads/2025/02/Disrupted-or-Disruptor-The-Strategic-Imperative-of-AI-for-Vertical-SaaS_PDF-v1.pdf

Healthcare Segments

https://www.hfma.org/wp-content/uploads/2025/02/250106-futurehealthcarefundingtraditionaldisruptivemodels-2025winterconf-lonestar.pdf

FinTech Market Map

https://hydeparkcapital.com/wp-content/uploads/2025/02/HPC-FinTech-Outlook-Fall-2024.pdf

When Less Is More: Shifting Gears in Automotive R&D

https://www.bain.com/globalassets/noindex/2025/bain_brief_when_less_is_more_shifting_gears_in_automotive_r_and_d.pdf

Five Innovation Platforms Are Catalyzing Accelerated Growth

https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/Big_Ideas/ARK%20Invest%20Big%20Ideas%202025.pdf

IPO Probability

https://www.elementpointe.com/wp-content/uploads/2025/01/2025.01.06-Top-Ten-Themes_CA.pdf

Companies are waiting longer to go public

https://www.apolloacademy.com/wp-content/uploads/2025/01/020625_Chart.pdf

Median Multiple Trading at 5.2x EV/NTM Revenue Versus Long-Term Average of 4.8x

https://media-cdn.kroll.com/jssmedia/kroll-images/pdfs/executive-summary-global-software-sector-update-winter-2025.pdf

SaaS Deal Multiples by Quartile and Target Revenue

https://media-cdn.kroll.com/jssmedia/kroll-images/pdfs/executive-summary-global-software-sector-update-winter-2025.pdf

Venture capital is unattractive in a higher-for-longer rate environment

https://www.apolloacademy.com/wp-content/uploads/2025/01/020125_Chart_v2.pdf