Strong Demand for Technology

https://www.land.nd.gov/sites/www/files/documents/Board%20Agenda%20Packets/1%20-%2002%20-%20February%2029%202024%20Full%20Agenda%20Packet.pdf

 

Emerging Managers Have Outperformed in Recent Years

https://www.land.nd.gov/sites/www/files/documents/Board%20Agenda%20Packets/1%20-%2002%20-%20February%2029%202024%20Full%20Agenda%20Packet.pdf

GenAI use cases focused on everyday tasks

https://media-publications.bcg.com/Transformations-Edge-The-State-of-GenAI-in-Global-Financial-Institutions.pdf

Enterprise & healthcare remain most resilient

https://assets.kpmg.com/content/dam/kpmg/xx/pdf/2024/04/venture-pulse-q1-2024.pdf

Increasing Allocations To Alternatives

https://ir.kkr.com/app/uploads/2024/04/KKR-2024-Investor-Day.pdf

Health & Wellness Market

https://solomonpartners.com/wp-content/uploads/2024/04/Solomon-Partners-MedSpa-Market-Overview.pdf

Today, companies stay private longer and accrue more value along the way

https://s29.q4cdn.com/699473945/files/doc_presentation/2024/04/Forge-Global-Corporate-Presentation_April-2024-2.pdf

AI Acquisitions - Arms Race Underway ACQUISITIONS - ARMS RACE UNDERWAY

https://silverwoodpartners.com/wp-content/uploads/2024/03/Silverwood-Partners-Technology-Strategic-Analysis-2024.pdf

Identified breakthroughs in AI, computing, robots, communication, healthcare, energy and transport

https://institute.bankofamerica.com/content/dam/bank-of-america-institute/transformation/next-gen-tech-ai-powered-breakthrough.pdf

Early stage remains under pressure

https://nvca.org/wp-content/uploads/2024/04/Q1-2024-PitchBook-NVCA-Venture-Monitor.pdf

State of Fintech: Top unicorns by valuation in Q1'24

https://www.cbinsights.com/reports/CB-Insights_Fintech-Report-Q1-2024.pdf

State of Digital Health: Top unicorns by valuation in Q1'24

https://www.cbinsights.com/reports/CB-Insights_Digital-Health-Report-Q1-2024.pdf

Cumulative venture capital investment, by technology, country or region, 2018-2023

https://iea.blob.core.windows.net/assets/4b9758a7-543c-4c6a-b749-f53deffc5c4b/GlobalEVOutlook2024.pdf

start-ups developing battery (top) and electric mobility (bottom) technology, 2010-2023

https://iea.blob.core.windows.net/assets/4b9758a7-543c-4c6a-b749-f53deffc5c4b/GlobalEVOutlook2024.pdf

Barriers to entry (e.g. high-quality data, venture capital funding)

https://www.ftc.gov/system/files/ftc_gov/pdf/ftc_data_and_models_quotebook.pdf

In the US, 87% of firms with revenue greater than $100 million are private

https://www.apolloacademy.com/wp-content/uploads/2024/04/042024-Chart_v2.pdf

Sales & Marketing Technology Market Map

https://www.cascadiacapital.com/wp-content/uploads/Cascadia-Sales-Marketing-Tech-Industry-Report-1H-2024.pdf

Sales & Marketing Technology Industry Insights

https://www.cascadiacapital.com/wp-content/uploads/Cascadia-Sales-Marketing-Tech-Industry-Report-1H-2024.pdf

Extraordinary rise of VC in China in 2010s.

https://www.piie.com/sites/default/files/2024-04/2024-04-11-Lernerppt.pdf

GenAI startups accelerate AI development pace

https://assets.ctfassets.net/f1df9zr7wr1a/1MWHGXiA7YzZY3yNMBZ6W8/8fecc681383b14d59326e625c87c1878/SPEEDA_Edge_-_Top_Picks_-_AIML.pdf

Generative AI: Tech companies are ahead pursuing product enhancements

https://assets.ctfassets.net/ws3ue388i71x/6BPnCPxCAfEULVXtQf8681/4ed12aa4351998111f3d53e538de9ada/BAIN_Brazil_at_Sillicon_Valley_2024.pdf

Technology IPO Volume Has Plunged

https://www.clearbridge.com/dam/content/x0oa8wjzcj/pdf/Opportunities-Growth-Market_4Q23-Webinar-16x9.pdf?download=true

Enterprise Tech 30 for 2024

https://assets.website-files.com/643f233757edc323870e651f/661467bd63d0a5d3c9ec5293_et30-2024-report_040824_FNL.pdf

An Early Assessment of Time to Market & Key GenAI Companies

https://lab45thinktank.com/wp-content/uploads/2024/04/Generative-AI-on-the-cusp-of-disruption-04Apr2024.pdf

Restaurant Tech

https://media.licdn.com/dms/document/media/D4D1FAQF8-Lz0niSv_g/feedshare-document-pdf-analyzed/0/1712208613123?e=1713398400&v=beta&t=BR3ZsBS6RvTMTboRLKGhewMEQwArlOlSd05ZS_jwLRo

Evaluating Data Source Defensibility for DaaS Businesses

https://assets-global.website-files.com/6166321e74a84dc173c912c3/660ead8a746ddfd7a7488344_IKONA%20Partners%20DaaS%20Market%20Canvas%20Q1%202024.pdf

From Magnificent 7 to Fabulous 4 to it's complicated

https://www.apolloacademy.com/wp-content/uploads/2024/04/040724-Charts-2.pdf

Weather Constellations

https://www.newspace.im/assets/fig/Newspace_constellations_weather_2023-12-31.pdf

Gen-Zers are not the most deal-oriented, despite more modest incomes

https://web-assets.bcg.com/89/59/e5e28cd249538bc99c5a45193b02/how-can-us-brands-reach-gen-z-slideshow-jan-2024-240401.pdf

Recent software sector share price performance

https://www.bdo.de/getmedia/7dc76308-b17e-4a30-9493-56a34aa59fb2/BDO-MA-Software-Sector-Update-Q4-2023_Vorschau.pdf

VC Net IRR Boundary

https://www.calpers.ca.gov/docs/board-agendas/202403/invest/item07a-03_a.pdf

VC: Public Market Proxy

https://www.strsoh.org/_pdfs/board/meeting_materials/2024/March/annual-investment-seminar.pdf

Over $5 Trillion is Available for Deals in 2024 - $2+ Trillion in PE and VC Dry Powder

https://silverwoodpartners.com/wp-content/uploads/2024/03/Silverwood-Partners-Technology-Strategic-Analysis-2024.pdf

Retail Technology Market Map - Representative Landscape

https://www.cascadiacapital.com/wp-content/uploads/Cascadia-Retail-Technology-Industry-Report-1H-2024.pdf

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