Infrastructure Software Industry Overview - Sub-Sectors

https://www.cascadiacapital.com/wp-content/uploads/Cascadia-Infrastructure-Software-Industry-Report.pdf

What to Expect: Venture Investor Sentiment

https://armentumpartners.com/wp-content/uploads/2024/03/Armentum-Venture-Debt-Conference-Deck-Mar2024-2.pdf

Head of Product Hiring Overview

https://www.datocms-assets.com/65181/1711407436-head-of-product-study-chp-1_vfinal.pdf

SaaS: Median on-target earnings are $190K with a 53:47 (base : variable) split

https://www.cfodesk.co.il/wp-content/uploads/2023/09/SaaS_AE_Metrics.pdf

Enterprise software remains one of the most attractive sectors across GPCA markets

https://www.globalprivatecapital.org/app/uploads/2024/03/GPCA_2024-Trends-in-Global-Tech_vF.pdf

AI TRiSM Technology

https://media.licdn.com/dms/document/media/D561FAQE1edmeWtUpHg/feedshare-document-pdf-analyzed/0/1699523717857?e=1712188800&v=beta&t=_BCZ8zdxLSWj0uJl2vXfIkWzXr98ImthLtqNgSS4TZg

Illustrative generative AI tech stack

https://www.mckinsey.com/~/media/mckinsey/industries/technology%20media%20and%20telecommunications/high%20tech/our%20insights/beyond%20the%20hype%20capturing%20the%20potential%20of%20ai%20and%20gen%20ai%20in%20tmt/beyond-the-hype-capturing-the-potential-of-ai-and-gen-ai-in-tmt.pdf?source=CapterraAsset

Two "Fits"

https://winningbydesign.com/wp-content/uploads/2024/01/Workshop-WbD-Has-SaaS-Lost-GTM-Fit.pdf

GenAI strategy implies in terms of $, talent and data

https://www.soprasteria.com/docs/librariesprovider2/sopra-steria-corporate/publications/genai---facts-and-figures.pdf?sfvrsn=8eb70db_3

US Pure-Play SaaS Market Overview

https://www.threesixtyseven.com/wp-content/uploads/2024/03/US-SaaS-Market-Report.pdf

The Video Game Industry Stabilized and Returned to Growth in 2023

https://cdn.hl.com/pdf/2024/houlihan-lokey-video-games-market-update-spring-2024.pdf

Growth Investor Survey: "Thawing" Q1 2024

https://cdn.hl.com/pdf/2024/q1-2024-growth-investor-survey.pdf

 

Top Unicorns and Growth Strategies

https://media.licdn.com/dms/document/media/D4E1FAQFp6oyQbodSSw/feedshare-document-pdf-analyzed/0/1708406894177?e=1710979200&v=beta&t=LUrzFRm3RctPkfPRiVi0VD_nCz66RvIYNs-rMkhGjlQ

Digital Health & Wellness Market

https://www.theconsumergoodsforum.com/wp-content/uploads/2024/03/CGF-Preventative-Health-Playbook-2024-1.pdf

VC funding in India was approximately 0.4x of 2022

https://www.bain.com/globalassets/noindex/2024/bain_report-india_venture_capital_report_2024.pdf

Top 10 Global rising start startup ecosystems

https://media.licdn.com/dms/document/media/D4E1FAQFfbC3viZGP6w/feedshare-document-pdf-analyzed/0/1710433875424?e=1711584000&v=beta&t=k4Zsb_tlWlCOGh1CIolrulYAMzaGaXZbFOw3BC9tR2g

Top 10 Highest Paid Tech Roles in Southeast Asia

https://assets-global.website-files.com/5efd4790a2e6ce037c6b5343/65df7d8f456fcaadd1fd023c_SEASTTR%202024.pdf

U.S. Online Gambling GGR Share Since 1Q22

https://media.licdn.com/dms/document/media/D561FAQE_b8TrnzwYQQ/feedshare-document-pdf-analyzed/0/1709770067306?e=1710979200&v=beta&t=-j2bx13gQahGCNKRS4PZHfUz1OueC_RVuw2oadaVtwI

Total U.S. regulated online sportsbook and online casino market through 2028 ($USD)

https://media.licdn.com/dms/document/media/D561FAQE_b8TrnzwYQQ/feedshare-document-pdf-analyzed/0/1709770067306?e=1710979200&v=beta&t=-j2bx13gQahGCNKRS4PZHfUz1OueC_RVuw2oadaVtwI

Scaled Up SaaS Businesses get Highest Valuation

https://www.threesixtyseven.com/wp-content/uploads/2024/03/US-SaaS-Market-Report.pdf

Stocks are more overvalued today than during the 1990s tech bubble

https://www.apolloacademy.com/wp-content/uploads/2024/03/031224-Charts_v2.pdf

B2B Funding Napkin

https://assets-global.website-files.com/63a1fba47df8749f94c4065e/65f06a9b60ca7e80b2faae18_BCGXMATRIXReportFinal.pdf

Artificial Intelligence Investment Landscape

https://venturehighway.vc/wp-content/uploads/2024/01/VH-AI-Report.pdf

 

Series A Valuation Ranges

https://www.cmu.edu/swartz-center-for-entrepreneurship/assets/connects-spring-2023/building-a-startup-from-0-to-1-operations-and-fundraisingt.pdf

Median Valuation Per Stage

https://www.cmu.edu/swartz-center-for-entrepreneurship/assets/connects-spring-2023/building-a-startup-from-0-to-1-operations-and-fundraisingt.pdf

Funding across almost all major sectors declined

https://assets.ctfassets.net/f1df9zr7wr1a/W8ww0dUlDcfFGyaUjt6Js/729c97166b4cc2785dafbfcb4cf5b18a/SPEEDA_Edge_Funding_Analysis_2023.pdf

Top 10 Industries in Focus: GenAI doesn't take it all

https://assets.ctfassets.net/f1df9zr7wr1a/6hDBatKjmGS7R7s2vakfP6/c134136e91962d3d08f42aff69a09f65/SPEEDA_Edge_-_Top_10_industries_in_focus.pdf

Investments in AI at $83 Bn in 2023, growing at ~25% CAGR

https://media.licdn.com/dms/document/media/D4E1FAQEn27osKDRNiQ/feedshare-document-pdf-analyzed/0/1708549659730?e=1709769600&v=beta&t=Il2bZ6CivxnNg3XoW9cdW9uJ2ZP_QkcU91TAMbDJ3_E

Diverse range of language models offered in trusted clouds

https://media-publications.bcg.com/GenAI-is-about-to-transform-banks-front-to-back.pdf

Health: 73% of the 43 IPO/SPACs since 2013 trading <50% of IPO value, with 40% trading <20% of IPO value

https://media.licdn.com/dms/document/media/D4D1FAQGZe_NzveF1Dg/feedshare-document-pdf-analyzed/0/1709072493654?e=1710374400&v=beta&t=nHudK7iRvRvFgMxDDGYuWtl7btfOkvvExfEsInBclCg

The current AI bubble is bigger than the 1990s tech bubble

https://apolloacademy.com/wp-content/uploads/2024/02/022524-Chart.pdf

Performance of Sequoia Capital

https://img1.wsimg.com/blobby/go/663ebabf-b1a0-4e43-88d1-d935eb54544d/downloads/UTIMCO%20Private%20Fund%20Performance.pdf?ver=1678202802179

The Major Hyper-Verticalized Marketplaces of 2023

https://adevinta.com/app/uploads/2024/02/Adevinta-State-Marketplaces-Report-2023.pdf

The rise and fall of AI

https://apolloacademy.com/wp-content/uploads/2024/02/021524-Chart.pdf

SaaS M&A Multiples Show High Std. Dev

https://calabasascapital.com/wp-content/uploads/2024/02/CalCap-ACG101-SaaS-Panel-9-20-23-vF.pdf

Infosec market leader acquisitions by segment (2020 to 2023)

https://media.licdn.com/dms/document/media/D4E1FAQEhncxuHDJWEQ/feedshare-document-pdf-analyzed/0/1703717885522?e=1707955200&v=beta&t=emFFigsA5ayH1VGLT2W-ThxAl8OMt9zGczGAk_6J9D8

SaaS Archetype Illustrative Forward Revenue Multiple

https://www.datocms-assets.com/65181/1707418621-iconiq-analytics-insights-decoding-the-saas-ipo-landscape.pdf

10 fastest-growing AI categories

https://sell.g2.com/hubfs/G2%20State%20of%20Software%20-%20Q4%202023.pdf

Incumbent winners adapt the best of the insurgent playbook

https://www.bain.com/globalassets/noindex/2024/bain_brief_resilience_amid_disruption_asia-pacific_incumbents.pdf

Private Equity Market Trends

https://www.nhrs.org/docs/default-source/iic-public-materials/iic-public-materials---january-2024.pdf?sfvrsn=81730ab4_2

Oh, the Bubbles We've Seen: US VC Investment to Recovery Slowly

https://www.svb.com/globalassets/trendsandinsights/reports/state-of-the-markets-h1-2024.pdf

The public fintech correction found its floor and began to recover in 2023

https://fintechindex.fprimecapital.com/wp-content/uploads/2024/02/F-Prime-Capital-2024-State-of-Fintech-Report.pdf

Global Biotech Neighborhood Analysis

https://www.stifel.com/newsletters/investmentbanking/bal/marketing/healthcare/biopharma_timopler/biopharmamarketupdate_02.05.2024.pdf

Venture capital funding activity shows indications it could be leveling out

https://assets.kpmg.com/content/dam/kpmg/sg/pdf/2024/02/pulse-of-fintech-h2-2023.pdf

Market Dashboard

https://media.bourne-partners.com/PDFDownloads/Bourne%20Partners%20-%20Capital%20Markets%20Update.pdf

Our Views on the Biopharma Capital Markets in 2024

https://www.stifel.com/newsletters/investmentbanking/bal/marketing/healthcare/biopharma_timopler/StifelBiopharmaOutlook2024_01.05.2024.pdf

State of AI: US: Top investors by company count in Q4'23

https://www.cbinsights.com/reports/CB-Insights_Artificial-Intelligence-Report-2023.pdf

Kroll's Technology M&A Practice Tracked Software Universe

https://www.kroll.com/-/media/kroll-images/pdfs/m-and-a/global-software-sector-update-winter-2024-executive-summary.pdf

Deals level off after steep fall; California's share rebounds

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/outlook/economic-outlook/cb-q1-2024-ie-outlook-report.pdf

GTM Tech Stack Evolution as Companies Scale

https://www.datocms-assets.com/65181/1705101915-iconiq-growth-gtm-tech-stack.pdf