Data Platforms & MLOps Valuation Metrics

https://windsordrake.com/wp-content/uploads/2026/01/AI-Software-Valuation-Report-Q1-2026.pdf

Key Players & Signals - Vector Databases

https://windsordrake.com/wp-content/uploads/2026/01/AI-Infrastructure-Valuation-Report.pdf

Valuation Multiples by Model (2025-2026)

https://windsordrake.com/wp-content/uploads/2026/01/payfac_payment_orchestration_valuation.pdf

Embedded Payments - Distribution via Vertical SaaS

https://windsordrake.com/wp-content/uploads/2026/01/payfac_payment_orchestration_valuation.pdf

From Models to Products: Where We See AI Differentiation Being Built

https://cdn.prod.website-files.com/65d0d38fc4ec8ce8a8921654/6979532decf89bd3df2163b0_ICONIQ_Analytics_Insights_2026_State_of_AI_Bi-Annual_Snapshot.pdf

S&P 500 profit margin expansion coming from tech companies

https://www.apolloacademy.com/wp-content/uploads/2026/01/012526_Chart_V2.pdf

Global analysis of venture funding

https://assets.kpmg.com/content/dam/kpmgsites/xx/pdf/2026/01/kpmg-private-enterprise-quarterly-q4-25-global-report.pdf.coredownload.inline.pdf

Your rundown on AI in 2025

https://newsletter.radensa.ru/wp-content/uploads/2026/01/CB-Insights_State-of-AI_FY2025-185-pgs.pdf

M&A boom driven by high AI valuations and strategic AI acquisitions

https://www.apolloacademy.com/wp-content/uploads/2026/01/012426-Chart.pdf

AI Data Platforms Valuation - Q4 2025

https://windsordrake.com/wp-content/uploads/2026/01/AI-Data-Platforms-Valuation-Report.pdf

AI Software Valuation Report - Q4 2025

https://windsordrake.com/wp-content/uploads/2026/01/AI-Software-Valuation-Report.pdf

State of the Art vs. The State

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cib/banking/2026-corporate-compass.pdf

Is AI a Bubble?

https://www.bernstein.com/content/dam/bernstein/us/en/pdf/whitepaper/Q42025MacroMarkets.pdf

How has your firm's use of AI affected your firm?

https://www.apolloacademy.com/wp-content/uploads/2026/01/011226-Chart.pdf

Data Platforms and MLOps

https://windsordrake.com/wp-content/uploads/2026/01/Artificial-Intelligence-MA-Market-Analysis.pdf

Revenue Models & Economics

https://windsordrake.com/wp-content/uploads/2026/01/Generative-AI-Platforms-Valuation-Market-Analysis-Report.pdf

AI driven productivity gains across SDLC

https://www.alixpartners.com/media/5wyh55am/alixpartners-2026-enterprise-software-technology-predictions-report_tmt03sig2025.pdf

Global semiconductor demand by end-market

https://www.pwc.com/gx/en/industries/technology/pwc-semiconductor-and-beyond-2026-full-report.pdf

Going deep in vertical SaaS, the way to win in crowded market

https://software.brussels/content/uploads/2025/12/final_202512_eyp_hubbrussel_saastrends_brochure_vf.pdf

Deep-Tech Companies in Israel: An Overview

https://innovationisrael.org.il/wp-content/uploads/2025/12/Annual-Report-The-State-of-High-Tech-2025.pdf

The median age of companies going public: Currently 14 years

https://www.apolloacademy.com/wp-content/uploads/2025/12/010226_Chart_v4.pdf

AI red teaming is time-intensive

https://www.cisco.com/c/dam/en_us/training-events/events/engage-tech-days/2025/ai-security-phoenix-techday.pdf

Gen AI to agentic AI: The future of AI

https://fr.battery.com/wp-content/uploads/2025/12/Battery-State-of-Enterprise-Tech-Spending-December-2025-1.pdf

Top 10 Most Common Ways People Use AI in Everyday Life

https://menlovc.com/wp-content/uploads/2025/11/menlo_ventures_consumer_ai_report-2025.pdf

Equities are supported by AI-related earnings

https://elements.visualcapitalist.com/wp-content/uploads/2025/11/CEO-Macro-Briefing-Book-Q4-2025.pdf

IT as the Proving Ground for AI

https://digitate.com/wp-content/uploads/2025/12/Agentic-AI-and-the-Future-of-Enterprise-IT-Report-1.pdf

Breakdown of tool type and evaluation in development & coding stage

https://insights.bcg.com/rs/799-IOB-883/images/20251218_BCG_StateOfGenAIAcrossSDLC.pdf

Fintech Valuations: Q4 2025

https://windsordrake.com/wp-content/uploads/2025/12/fintech_valuation_report-q4_2025-windsor-drake-fintech-investment-bank.pdf

The performance of our AI, IT Services, and SaaS indices since the launch of ChatGPT

https://aventis-advisors.com/wp-content/uploads/2025/12/2025-Tech-MA-Wrapped-Webinar-slides.pdf

85% of VC-backed companies, plus those companies with no VC sponsors, fall outside of traditional venture lending criteria

https://www.morganstanley.com/im/publication/insights/articles/article_uncovering-growth-credit_a4.pdf

The limiting factors for agents aren't LLMs, but legacy systems and processes

https://www.bcg.com/assets/2025/building-effective-enterprise-agents.pdf

Gender parity in startups: a persistent European challenge

https://web-assets.bcg.com/f1/ce/394267534d468ff372af044ee886/sista-x-bcg-barometer-2025-focus-france.pdf

Why are serial founders so concentrated in Israel?

https://fr.battery.com/wp-content/uploads/2025/10/battery-serial-founder-report10-2627.pdf

The potential value at stake of quantum finance use cases is estimated to be USD 600 billion in 2035

https://www.fields.utoronto.ca/talk-media/2/67/34/slides.pdf

Generative AI productivity impact by sector (Total, $ billion)

https://assets.ctfassets.net/5965pury2lcm/7cVYHoHDdULNP6KmZsWYFq/93579ad52c07ced28146e9be849c29db/06_Benjamim_Vieira_McKinsey_GenAI_and_Agents_-_fv.pdf

WW IT spending : AI Boom Offsetting Tariff Uncertainty

https://www.semi.org/sites/semi.org/files/2025-09/1%20%EA%B9%80%EC%88%98%EA%B2%B8_IDC%20Semiconductor%20Market%20Outlook.pdf

Data center servers: Dominant driver of semiconductor revenue in 2026 amid AI growth

https://omdia.tech.informa.com/-/media/tech/omdia/assetfamily/2025/12/04/2026-trends-to-watch-semiconductors/2026-trends-to-watch-semiconductors-pdf.pdf

Positive on buyouts/growth, neutral on venture capital

https://www.eatonvance.com/content/dam/im/assets/publication/thought-leadership/the-beat/5265.pdf

 

Data Infrastructure and Analytics

https://cdn.hl.com/pdf/2025/infrastructure-software-coverage-report-dec-2025.pdf

3 Domains of AI Agents in Marketing

https://staticassets.goldcast.io/public_images/organization/eb4f230d-04d1-4be5-8f42-e22e7b951def/ZSx8b50RBylgAzLe6lDq_martech-for-2026-keynote-deck.pdf

Up Rounds Are On the Up and Up

https://www.wsgr.com/a/web/i846sdNbNoCiTUyMeyoN6t/entrepreneurs-report-q3-2025.pdf

Data platforms will evolve to serve the needs of agents in the enterprise

https://www.bcg.com/assets/2025/building-effective-enterprise-agents.pdf

AI Adoption Rates Starting to Flatten Out

https://www.apolloacademy.com/wp-content/uploads/2025/11/112825-Chart_v3.pdf

Where is the value capture?

https://static1.squarespace.com/static/50363cf324ac8e905e7df861/t/691f5a79a0df314757b754de/1763662458002/2025+Autumn+AI.pdf

Nasdaq and Bitcoin decoupling

https://www.apolloacademy.com/wp-content/uploads/2025/11/112625-Chart_v2.pdf

Buyouts & Growth Equity have Shown Signs of Recovery, but it could be Lower for Longer for Venture Capital

https://cdn.mysfers.org/uploads/2025/09/091025-10-SFERS-Private-Equity-Update.pdf

M&A Activity Picked Back Up in 2024, though Deal Value Remained Below the 2021 Peak

https://cdn.mysfers.org/uploads/2025/09/091025-10-SFERS-Private-Equity-Update.pdf

Digital Assets Market Map 2025

https://albion.vc/app/uploads/2025/11/Digital-Assets-Market-Map-2025-2-1.pdf

Accel 2025 US AI 100

https://cdn.prod.website-files.com/6643a08d305ab77f8c7566b6/69146a4dcea1c6668db46823_accel_2025_globalscape.pdf

Challenges t0 be solved to scale Agentic

https://assets.ctfassets.net/5965pury2lcm/7cVYHoHDdULNP6KmZsWYFq/93579ad52c07ced28146e9be849c29db/06_Benjamim_Vieira_McKinsey_GenAI_and_Agents_-_fv.pdf