US VC investment - $32.7bn in Q3 2023, down 30% yoy

https://www.rothschildandco.com/siteassets/publications/rothschildandco/global_advisory/2023/en_ga_growth_equity_update_october_2023.pdf?_t_tags=language%3Aes%2Csiteid%3A6840ca2f-3572-4dd2-9dff-978d2e979c01%2Clanguage%3Aen&_t_hit.id=RothchildsAndCo_Domain_Models_Media_DocumentFile/_64389602-9085-43c3-a649-2c9fdbd94b58&_t_hit.pos=920

unicorns, gazelles, zebras and other venture species

https://www.emerald.com/insight/content/doi/10.1108/JSBED-10-2023-509/full/pdf?title=guest-editorial-exploring-the-entrepreneurial-jungle-unicorns-gazelles-zebras-and-other-venture-species

Fewer biopharma deals and a smaller upfront total in Q3 for the lowest since 2018

https://www.jpmorgan.com/content/dam/jpm/commercial-banking/insights/life-sciences/jpmorgan-chase-q3-2023-biopharma-final-ada_v2.pdf

All VC by destination

https://media.licdn.com/dms/document/media/D4E1FAQGeuj3llrBe9A/feedshare-document-pdf-analyzed/0/1697201649167?e=1698278400&v=beta&t=NIO7sfysW_fgQaJ__J07CIWYF4K1XjwTcjudG8rsUcg

Percentage of US VC-Backed Tech Startups Running Out of Runway by Date

https://www.svb.com/globalassets/trendsandinsights/reports/state-of-the-markets-h2-2023.pdf

Dry Powder Refuses to Burn

https://www.svb.com/globalassets/trendsandinsights/reports/state-of-the-markets-h2-2023.pdf

CVCs and VCs in the Same Boat as the Tide Rolls Back From 2021

https://www.svb.com/globalassets/trendsandinsights/reports/state-of-cvc-report-2023.pdf

Global Startup Ecosystem Index: Top Cities

https://www.thenewnorth.com/wp-content/uploads/2023/10/startupecosystemreport2023.pdf

The AI monetization stack

https://www.ubs.com/global/en/wealth-management/insights/chief-investment-office/house-view/2023/techgpt-compendium/_jcr_content/mainpar/toplevelgrid_378701316/col1/linklistnewlook/link.2058606826.file/PS9jb250ZW50L2RhbS9hc3NldHMvd20vZ2xvYmFsL2luc2lnaHRzL2RvYy90ZWNoZ3B0LWNvbXBlbmRpdW0ucGRm/techgpt-compendium.pdf

Later-stage valuations continue to correct

https://assets.kpmg.com/content/dam/kpmg/xx/pdf/2023/10/venture-pulse.pdf

Competition among investors for potential investee companies

https://www.eif.org/news_centre/publications/eif_working_paper_2023_93.pdf

Q3 '23 Growth Investor Survey: Green Shoots

https://hl.com/media/brsorwp3/growth-investor-survey-q3-2023.pdf

State of Generative AI

https://isg-one.com/docs/default-source/default-document-library/3q23-isg-index-presentation.pdf?sfvrsn=a65d431_2

SaaS business environment - Runway

https://rsmus.com/content/dam/rsm/events/2023/wc_sageintacct_saas.pdf

making rule of 40 companies a rare breed

https://assets.website-files.com/5f217a8e6bc2c8058e803083/652da0d05b332864d89b8445_17%20October%20-%20Accel%202023%20Euroscape.pdf

Impact of "Sensational Seven"

https://www.brownadvisory.com/sites/default/files/2023-10/20230930_TheBigPicture.pdf

The beauty market can be categorized into five price segments

https://www.ikw.org/startseite/veranstaltungen?tx_ikwevents_events%5Baction%5D=downloadDocument&tx_ikwevents_events%5Bcontroller%5D=Event&tx_ikwevents_events%5BfileId%5D=2553&tx_ikwevents_events%5Bfilename%5D=felix_roelkens_mckinsey_ikw_state_of_beauty_diskussion_vfinal.pdf&cHash=b5c5dfebcd84b7d16164c76ec361938f

Multiple POVs exist on the scale & speed of GenAI adoption by enterprises

https://web-assets.bcg.com/d4/04/9cda134f4f25b72a0e08bcce39cc/architects-of-change-pdf.pdf

Occupational Level Wage Response of a 10-Percentage Point Increase in Demand for Select Interactions Between Skills Groups

https://www.oxfordmartin.ox.ac.uk/downloads/academic/Skills-that-pay-Citi-GPS-OMPTEC.pdf

What are some possible industry use cases?

https://media.licdn.com/dms/document/media/D4D1FAQEDaHqp2DrmJw/feedshare-document-pdf-analyzed/0/1696838565190?e=1697673600&v=beta&t=QmCJIiOi4E2i-v1ynLQ5rc_YEmaOpfuDZNFVaLhhCQE

The Third Phase of Globalization

https://media.licdn.com/dms/document/media/D4E1FAQFXEQUskOP5dQ/feedshare-document-pdf-analyzed/0/1696934374405?e=1697673600&v=beta&t=n7uOJ2uWQsiyUj8av2KFoS-70TjnAFvOes6HoZtPth0

US SaaS EV/NTM revenue

https://www.blackpeakcapital.com.au/wp-content/uploads/2023/10/SaaS-Market-Update-Data-as-at-July-2023.pdf

Public Fintech Companies: Revenue Growth and EBITDA Margins

https://www.svb.com/globalassets/trendsandinsights/future-of-fintech-report-2023_final.pdf

GP Commit Cycle Outpaces Exits

https://img1.wsimg.com/blobby/go/285e10b5-d908-489f-8a6b-dcf8cd2adfc5/Henry%20Capital_Intro%20Deck_Oct%202023-4b7ea69.pdf

At-Scale Fintechs are now present across categories

https://uploads-ssl.webflow.com/64de0e32be614455807490db/64f0978d6be0cfdb34ef14ad_The%20Bottomline-%20Elevation%20Fintech%20Report.pdf

Link Score

https://www.experian.com/blogs/global-insights/wp-content/uploads/2023/10/2023_07_Liminal_LinkIndexReport_AO-in-Financial-Services_Experian.pdf

Too many unicoms requiring too much capital?

https://www.documentcloud.org/documents/23864037-final-emw-2023-macro-keynote-062823

App stores are the largest markets in human history

https://media.licdn.com/dms/document/media/D561FAQF46q7CAKGWNw/feedshare-document-pdf-analyzed/0/1695140702972?e=1696464000&v=beta&t=AWjXSklMECSOkidWo0xc-iYhBuuyetmSel2k_sFeI0o

Top 50 SaaS companies (2023)

https://uploads-ssl.webflow.com/63438c7fda79c9cd22c86dc8/64f63904e8c62303844cdf7e_Clare%20Capital%20Tech%20Insights%20302%20-%20Top%2050%20SaaS%20companies%20(2023)%20-%2020230904.pdf

Streaming Has Rebuilt the Music Industry

http://cdn.hl.com/pdf/2023/audio--market-update-fall-2023.pdf

Comparing public and private markets

https://apolloacademy.com/wp-content/uploads/2023/09/ApolloOutlookForPrivateMarkets092923.pdf

Fabric of Fintech 3.0

https://varanium.vc/storage/2023/09/Fabric-of-Fintech-2023-.pdf-Final.pdf

India Tech Snapshot - Q3 2023

https://textilevaluechain.in/wp-content/uploads/2023/09/India-Tech-Quarterly-Funding-Report-Q3-2023.pdf

DevInfra Landscape

https://media.licdn.com/dms/document/media/D561FAQEVBM5RqDfdsw/feedshare-document-pdf-analyzed/0/1695023509706?e=1696464000&v=beta&t=bWm32oe8UB6bA36sr2p_fDC-Oj-MNaz8NTfTN1PrR0g

Q4 2017- Q4 2022, average revenue multiples for public fintechs

https://media.licdn.com/dms/document/media/D4E1FAQGGE9ow0vVFbg/feedshare-document-pdf-analyzed/0/1695223041754?e=1696464000&v=beta&t=ZBO-C4XI95bf8DO8J9y0ToiA2nbXkxzcvFDWiSEZmLc

Why AI Data Is Important In Autonomous Driving

https://www.tradekorea.com/www_common/fileDownload.do?filekey=1168&filedivcode=12

Generative AI − seismic shift for Technology Services ecosystem

https://assets.ey.com/content/dam/ey-sites/ey-com/en_in/topics/mergers-acquisitions/ey-tech-services-deal-insights-series-summary-of-q1-and-q2.pdf

Venture capital IPO price-to-sales

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

VC Dollars and Deals by Healthcare Sectors

https://www.svb.com/globalassets/trendsandinsights/reports/healthcare/2023/mid-year/healthcare-investments-and-exits-mid-year-2023.pdf

Remote working and performance

https://spark.jllt.com/wp-content/uploads/2023/05/JLL-Spark-state-of-CRE.pdf

Funding winter continues globally, but some early signs of recovery seen

https://media.licdn.com/dms/document/media/D4D1FAQHYHtq8QdguFg/feedshare-document-pdf-analyzed/0/1694508336887?e=1695254400&v=beta&t=iOIQPi8nINyIKZVz_MjMfxtlJZhWuQ7pf3h-jbuhCVs

 

Global insights - Top fintech trends for H2'23

https://assets.kpmg.com/content/dam/kpmg/cn/pdf/en/2023/09/pulse-of-fintech-h1-2023.pdf

Summary of key government incentives for investments in semiconductor manufacturing

https://institutional.rbcgam.com/documents/en/common/article/us-china-tech-war-a-battle-for-global-supremacy-gam.pdf

Large Language Models: Open-Source vs. Closed-Source

https://media.licdn.com/dms/document/media/D4D1FAQG9K-LyASnJAw/feedshare-document-pdf-analyzed/0/1693969860369?e=1694649600&v=beta&t=IcaxfZ0jCf_jGzLya11mInaDBrYqiK5RgSXV0DU-xmY

The Gaming industry is bigger than movies & music

https://www.kalaari.com/wp-content/uploads/2023/09/Ai-Us-Part-2-Gaming-Kalaari-Capital.pdf

Building go-to-market teams

https://www.datocms-assets.com/65181/1692287440-iconiq-growth-analytics_building-go-to-market-teams.pdf

Vertical SaaS

https://www.datocms-assets.com/65181/1693268147-iconiq-growth-analytics-insights-vertical-saas-companion.pdf

At least 50 startups have reached the $1B+ milestone without help of VC

https://media.licdn.com/dms/document/media/D561FAQHvEZUh1edMNg/feedshare-document-pdf-analyzed/0/1692177861606?e=1694044800&v=beta&t=0K_FmzgbOf2TAwj5B2KazBfssxv1eo6T5ltQUYvlo5Q

Horizontal Infrastructure: Macro Trends

https://media.licdn.com/dms/document/media/C4D1FAQEj-0ZhK6ixAQ/feedshare-document-pdf-analyzed/0/1678101979669?e=1694044800&v=beta&t=_-OuJa8wBKMNZovD4mccmbzYmmgfBSKZhZ6AArkfzWI