Shift in Purchasing Model

https://www.datocms-assets.com/41423/1663707742-the-2023-state-of-developer-marketing.pdf

In the race to attract Gen Z, only a handful of social players are truly winning

https://go.morningconsult.com/rs/850-TAA-511/images/State_of_Media_and_Entertainment_H1_2023.pdf

2023 Technology Predictions, Clusters

https://ieeecs-media.computer.org/media/tech-news/tech-predictions-report-2023.pdf

Types of open source software in use by organization size

https://project.linuxfoundation.org/hubfs/LF%20Research/FINOS%20Annual%20Report%202022%20-%20Report.pdf?hsLang=en

The OSS business models

https://nautacapital.com/wp-content/uploads/2022/11/European-Open-Source-Report-2022.pdf

Software reclaims predominance

https://assets.kpmg/content/dam/kpmg/xx/pdf/2023/01/venture-pulse-q4-2022.pdf

Technology Trends Relate to a Range of Enterprise Strategies

https://emtemp.gcom.cloud/ngw/globalassets/en/publications/documents/2023-gartner-top-strategic-technology-trends-ebook.pdf

SaaS Private Valuations are Settling In at 5x-8x Revenue, A Premium to Public Valuations

 

https://www.blackpeakcapital.com.au/wp-content/uploads/2023/01/AGCs-2022-Year-End-Report.pdf

What Is A Solid SaaS Company Worth Today - A Lot!

https://www.blackpeakcapital.com.au/wp-content/uploads/2023/01/AGCs-2022-Year-End-Report.pdf

US Timeline: The Rise of Fintech Companies and Key Regulatory Actions

https://fintechistanbul.org/wp-content/uploads/2023/01/svb-state-of-fintech-report-2022.pdf

The Switch <> Deck

https://static1.squarespace.com/static/5f8745363ed3be77bfa3151d/t/63b326c2aac0bb5713e655a1/1672685256184/The+Switch+Deck+-+%28c%29+Propelia+Ltd+2023.pdf

Top 10 semiconductor companies by revenue

https://web-assets.bcg.com/3f/b4/fd384ccd46dc8a381bd61a648105/bcg-the-growing-challenge-of-semiconductor-design-leadership-nov-2022-r.pdf

The auto industry currently occupies a small share of the semiconductor market, but it's growing rapidly

https://web-assets.bcg.com/5e/f8/953dc62240ddb4207dd751edda86/tracking-the-next-phase-of-the-automotive-semiconductor-shortage.pdf

15 Game Changers in 15 Years

https://static1.squarespace.com/static/6081d736a1772f1450b7414b/t/636c2b41c467be2fd8602910/1668033400826/2023+Hospitality+Trend+Report+Presentation.pdf

Charting the buyout boom

https://www.datasite.com/content/dam/datasite/en/documents/reports/datasite-as-the-tide-turns-whats-next-with-pitchbook.pdf

2021 was an outlier, an anomaly.

https://springtimeventures.com/wp-content/uploads/2022/11/HOT-or-NOT-Pool-Party-SpringTime-Ventures-2022-Q3-Analysis.pdf

YUCs (young unprofitable companies)

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/2023-outlook-amv.pdf

28 emerging technology themes from 11 technology families

https://web-assets.bcg.com/5f/81/f0c92e3e407c834edde6a2428d6a/nasscom-bcg-sandboxing-into-the-future-vupload.pdf

Startup Security Challenges

https://d1.awsstatic.com/events/Summits/reinvent2022/STP306-R1_Evolving-your-security-capabilities-through-key-growth-stages-REPEAT.pdf

TikTok's top uses

https://newconsumer.com/wp-content/uploads/2022/12/Consumer-Trends-2023.pdf

Social media apps maintain product market fit

https://newconsumer.com/wp-content/uploads/2022/12/Consumer-Trends-2023.pdf

US Tech Snapshot - 2022

https://www.crowdfundinsider.com/wp-content/uploads/2022/12/US-Tech-Tracxn-Geo-Annual-Report-2022.pdf

Cowen Research Themes 2023

https://s33007.pcdn.co/wp-content/uploads/2022/12/Cowen-Research-Themes-2023.pdf

Saasification steps

https://d1.awsstatic.com/events/Summits/reinvent2022/EUC307_Accelerating-SaaS-conversion-of-applications.pdf

Web3 gives people property rights

https://www.exponentialhealthtech.com/wp-content/uploads/2022/11/State-of-Crypto-2022.pdf

AWS Impact Accelerator

https://d1.awsstatic.com/events/Summits/reinvent2022/DEI207_AWS-Impact-Accelerator-Being-the-megaphone.pdf

Distribution of Deep Tech Companies Amongst Conventional Industries and Verticals

https://www.tesi.fi/userassets/uploads/2022/12/DeepTechStudy_2022_full_final.pdf

 

Late-Stage Venture Capital

https://www.secor-am.com/wp-content/uploads/2022/12/SAM-Market-Commentary-20221128.pdf

 

Global Top 100 Unicorns by industry

https://www.pwc.com/kr/ko/insights/insight-research/samilpwc_global-top-100-unicorns-2022.pdf

Dry powder by asset class

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-alternatives/mi-guide-to-alternatives.pdf

Thematic Investing: Hype vs. Reality

https://quoteddata.com/wp-content/uploads/2022/12/221208-PCT-annual-overview-MC.pdf

Current downturn has biggest impact on VC/Growth (tech) and large buyout funds

http://www2.co.fresno.ca.us/9200/Attachments/Agendas/2022/20221019-20BEO/2022101920-8C-PrivateEquityValuations-0HamiltonLaneMaterials.pdf

Graduation rates between rounds

https://dealroom.co/uploaded/2022/12/The-next-generation-of-tech-ecosystems-Dealroom.pdf

Unbundling of a Bank

https://www.crowe.com/-/media/crowe/llp/folio-pdf-hidden/web-financial-institutions-hot-topic-emerging-investments-audit2306-003k.pdf

VC Gaming Funds

https://investgame.net/wp-content/uploads/2022/11/InvestGame-Q1-Q322-Gaming-Deals-Activity-Report.pdf

THE ICONIQ GROWTH: Enterprise Five

https://www.cfodesk.co.il/wp-content/uploads/2022/11/iconiq-analytics-insights-2022-saas-growth-and-efficiency.pdf

Global advertising spend will drive more than half of the growth

https://activate.com/wp-content/uploads/2022/11/Activate-Technology-and-Media-Outlook-2023.pdf

 

Digital Health Q3: Cluster Focus

https://www.finnpartners.com/wp-content/uploads/2022/11/FINN-Partners-Galen-Growth-Global-State-of-Digital-Health-Q3-2022.pdf

Value creation in the metaverse

https://www.imf.org/-/media/Files/News/Seminars/2022/10th-stats-forum/mckinsey-imf-value-creation-in-the-metaverse.ashx

Digital Health Public Company Revenue Growth by Segment

https://www.fletcherspaght.com/wp-content/uploads/2022/11/FSI-H1-2022-Digital-Health-Review-Performance-and-Investments.pdf

EV/LTM Revenue - All Software

https://366266.fs1.hubspotusercontent-na1.net/hubfs/366266/2022%20SaaS%20Benchmarks/OpenView%20SaaS%20Benchmarks%20Report_2022.pdf

OpenView 2022 SaaS Benchmarks Survey

https://366266.fs1.hubspotusercontent-na1.net/hubfs/366266/2022%20SaaS%20Benchmarks/OpenView%20SaaS%20Benchmarks%20Report_2022.pdf

Who can provide growth debt in the market.

https://www2.deloitte.com/content/dam/Deloitte/uk/Documents/private-markets/Deloitte-Private-Emerging-Growth-Companies-Webinar-Venture-Debt-101.pdf

Detail by Growth Category: High Growth and Medium/Low Growth Software

https://www.raymondjames.com/-/media/rj/dotcom/files/corporations-and-institutions/investment-banking/industry-insight/software_monthly_market_insights.pdf

Interest rates and macro sentiment are driving the correction despite stable revenue growth

https://www.battery.com/wp-content/uploads/2022/10/Battery-Ventures-OpenCloud-Report__2022.pdf

Software revenue multiples are down across the board

https://www.battery.com/wp-content/uploads/2022/10/Battery-Ventures-OpenCloud-Report__2022.pdf

US SaaS Venture Trends: Revenue by Series & Subsector

https://www.svb.com/globalassets/trendsandinsights/reports/state-of-saas-h2-2022.pdf

US SaaS: Valuation Step-Ups Plateau Across Stages

https://www.svb.com/globalassets/trendsandinsights/reports/state-of-saas-h2-2022.pdf

Mobility, Supply Chain, and Logistics Technology Landscape

http://cdn.hl.com/pdf/2022/mobility-supply-chain-logistics-technology-winter-2022.pdf

We're actually just witnessing a reversion to the mean

https://www.bdapartners.com/wp-content/uploads/2022/10/SEA-Fintech-Investment-Landscape-October-2022.pdf