Secondary Market Landscape

https://flowstonepartners.com/wp-content/uploads/2024/08/Q1-2024-FSOF-Investor-Presentation.pdf

More data centers in the US than in all other major countries combined

https://www.apolloacademy.com/wp-content/uploads/2024/08/081124_Chart.pdf

We see battery chemistry evolving rapidly and not in a straight line

https://www.lme.com/-/media/Files/Events/LME-Asia-week-2024/2024-presentations/Evolving-battery-material-trends-are-the-analysts-getting-it-right.pdf

Top-10 most active early-stage VC Funds in Gaming

https://investgame.net/wp-content/uploads/2024/08/VC-Seed-Series-A-GamingPlatform-Tech-YTD.pdf

State of AI Q2'24

https://www.cbinsights.com/reports/CB-Insights_Artificial-Intelligence-Report-Q2-2024.pdf

State of Venture Q2'24

https://www.cbinsights.com/reports/CB-Insights_Venture-Report-Q2-2024.pdf

Aggregate value for deals below $1bn has grown in the last three quarters, partly due to consolidation in the software sector

https://www.silverpeakib.com/wp-content/uploads/2024/07/Silverpeak_Software_MA_-Activity_Research_Report_Q2-2024.pdf

Is venture investment starting to turn the corner?

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/outlook/jpm-ie-outlook-midyear-report-h2-2024-final-ada.pdf

U.S. venture investment starts to heat up; trillion-dollar tech companies are red-hot!

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/outlook/jpm-ie-outlook-midyear-report-h2-2024-final-ada.pdf

Lower IPO market cap of Tech companies in Europe is driven by lower valuations and lower number of IPOs

https://www.mckinsey.com/de/en/~/media/mckinsey/locations/europe%20and%20middle%20east/deutschland/publikationen/2024-06-28%20european%20tech%20ipo/62024european%20tech%20ipo%20landscape.pdf

Detecting printed copies

https://assets.kpmg.com/content/dam/kpmg/gi/pdf/mitek-presentation.pdf

What Machines Can't Master

https://www.citifirst.com.hk/home/upload/citi_research/rsch_pdf_30248073.pdf

Q2 2024 U.S. Biopharma Market Summary - Key Takeaways

https://www.williamblair.com/~/media/Downloads/IB/2024/WilliamBlair-Biopharma-Quarterly-Review-Q2-2024.pdf

Medtech venture activity (dollars and volume) increased modestly

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/outlook/jpm-medtech-deck-q2-2024-final-ada.pdf

Agribusiness vehicles have taken the most capital so far this year, representing 39 percent of H1 2024 fundraising

https://media.agriinvestor.com/uploads/2024/07/h1-2024-fundraising-report-agri-investor-1.pdf

Framework

https://www.endurance28.com/wp-content/uploads/2024/07/From-Seed-to-Scale.pdf

AI VC funding by region

https://innovation.zuerich/wp-content/uploads/2024/07/AI-Europe-report-2024-1.pdf

2024 Global IT & Enterprise Software Spend Outlook(1)

https://files.ontraport.com/media/59b92836fc0b445cb9afb74d626a58a3.phpyi7enh?Expires=1879707792&Signature=C--h5c2Xtw5KdO3KoTEUm5WfzFAOJKlvyLqw1ZEmfNg9VgjBotMT0ycnF1Kka218Y3T1VyUVAtIO0nDjJeRYoFx~zlnjh6NnNbw5jiFrxPZyF7muUPGXzXUgOUiAy54lT9HKBcFgkSjo-VuBaPrv0K-wuey6kMXx~tMuh4yKfxiDbSBS2z6bJy7~jNuDxvQjhRdi4nJxFnnOcOErV5K~G-q3oxGIu2O4YD~Mqk7yJ3rxXvOpiDTyfwuRlDpv4eb~-9XyU8Fr57Q~jeVVViuGevFkICnKawHedeAzGyhEIvYmSsGHfgjMfWsydg8lFKIVqxFyqrHYJO~DRfE8QoRX9Q__&Key-Pair-Id=APKAJVAAMVW6XQYWSTNA

Software and semiconductors generated more than 60% of tech value

https://web-assets.bcg.com/d6/8a/3cb3be1448b5a3228323d3b34c86/tmt-vcr-hybrid-june-2024.pdf

Current "Hot" Topics in Boardroom discussions

https://www.calstrs.com/files/9a9b612bd/Item+12+-+The+Future+of+Boards.pdf

Engineer Headcount Ratios

https://assets.website-files.com/65d0d38fc4ec8ce8a8921654/66a1ce9c00f1c86c3da4e62d_ICONIQ%20Analytics%20%2B%20Insights%20-%20The%20R%26D%20Reporting%20Guide.pdf

The Engineering Scorecard

https://docs.google.com/presentation/d/11sBmfB1674T3XzBs7APnY7MQn8AdDja-qtSlppfZMoE/edit#slide=id.g2ce9254a9dc_0_0

Platform SaaSification

https://www.rsystems.com/wp-content/uploads/2024/07/R-Systems-SaaS-productization-framework.pdf

Capital Availability/Opportunity Imbalance in the Small Buyout Market

https://www.rcpadvisors.com/wp-content/uploads/2024/07/The-Case-for-Small-Buyouts-Pt-1-Structural-Advantages-in-the-Lower-Middle-Market.pdf

Priority Themes Within AI/ML

https://www.battery.com/wp-content/uploads/2024/04/State-of-Enterprise-Tech-Spending-Q124.pdf

Gen AI productivity impact by business functions

https://www.ot.gr/wp-content/uploads/2024/07/QuantumBlack-AI-by-McKinsey-media-lunch-1.7.24-presentation_-Greece-AI-perspective.pdf

Regional semiconductor capex forecast, $B USD, 2022-2027E

https://srcmapt.org/wp-content/uploads/2024/07/Deep-Dive-June-21.pdf

Questions VCs will ask you

https://www.hsbcinnovationbanking.com/-/media/hinv/pdf/regulations/questions-vcs-will-ask-in-a-pitch.pdf

Challenging Fundraising Environment For Smaller Funds

https://www.calpers.ca.gov/docs/board-agendas/202407/full/day-1/3/Presentation-2-TPG-Emerging-and-or-Diverse-Managers-in-the-Investment-Portfolio-TPG-NEXT-%20Offsite.pdf

The Silicon Valley Miracle: 1991 to 2025

https://www.calpers.ca.gov/docs/board-agendas/202407/full/day-2/5/Presentation--Evolution-of-the-Private-Equity-Industry_a.pdf

Software company valuations vary significantly by sub-sector, but most remained on healthy level

https://www.arthos.de/fileadmin/template/public/pdf/arthos-software-07-2024.pdf

The Modern Data Stack

https://cdn.hl.com/pdf/2024/data-science-analytics-industry-overview-july-2024.pdf

Top challenges with AI transformations

https://media-publications.bcg.com/BCG-Executive-Perspectives-CEOs-Guide-to-Maximizing-Value-from-AI-EP0-3July2024.pdf

Restaurant Technology Spotlight: Workforce Management and Retention

https://www.canaccordgenuity.com/49f836/globalassets/capital-markets/documents/newsletters/tech/cg-restaurant-tech-overview-july-2024.pdf

Global VC investment climbs to five quarter high

https://assets.kpmg.com/content/dam/kpmg/xx/pdf/2024/07/venture-pulse-q2-2024.pdf

Technology, by far the largest sector in private investments, has been having a tough go of it lately

https://www.sbafla.com/media/s5qdc1uu/june-10-2024-final-iac-materials-updated.pdf

Key decision factors for next car purchase

https://executivedigest.sapo.pt/wp-content/uploads/2024/06/Mobility-Consumer-Pulse-2024_Overview.pdf

Generative AI use cases currently being implemented

https://www.cacio.cz/wp-content/uploads/2024/07/Spana_20240523-CACIO-AI-trends-v03.pdf

Industry Landscape by Artificial Intelligence Stack Layer

https://solganick.com/wp-content/uploads/2024/07/Solganick-Artificial-Intelligence-1H-2024.pdf

Yearly cohorts of European healthtech startups by stage

https://dealroom.co/uploaded/2024/06/Dealroom-Growth-Equity-Healthtech-MTIP_2024.pdf

GenAI Has Transformative Applications Throughout the Value Chain

https://web-assets.bcg.com/0c/b4/1e8b9a66409a8deae6fc166aa26e/2024-global-wealth-report-july-2024-edit-02.pdf

What is Deep Tech and why should you be interested in it?

https://media.licdn.com/dms/document/media/D4E1FAQHHCk6boCeCdQ/feedshare-document-pdf-analyzed/0/1720788163387?e=1721865600&v=beta&t=emyicY0ZCgQgvCeeKQ_NxdLcS5mY6pcRSAMepAwBkMY

'DEPLOY' unlocks 10-15% productivity improvement and prepares organization for broader AI change

https://media-publications.bcg.com/BCG-Executive-Perspectives-CEOs-Guide-to-Maximizing-Value-from-AI-EP0-3July2024.pdf

RAG-as-a-Service

https://www.datacouncil.ai/hubfs/Data%20Council/slides/austin24/1_1000A_Lightning_1_Ofer_Mendelevitch%20-%20Vectara%20-%20Data%20Council%202024%20Lightning%20Talk.pdf?hsLang=en

Sales Quotas Are Up...

https://salesforceventures.com/wp-content/uploads/2024/07/Salesforce-Ventures_The-Startup-Enterprise-GTM-Report_2024.pdf

Mapping AI in Healthcare

https://www.svb.com/globalassets/trendsandinsights/reports/svb-the-ai-powered-healthcare-experience-2024.pdf

Three Year Trends - Top Quartile Values

https://saascan.ca/wp-content/uploads/2024/06/SaaSCan-B2B-SaaS-Metric-Benchmarks-2024.pdf

Tech dominated the rankings for creating value

https://web-assets.bcg.com/d6/8a/3cb3be1448b5a3228323d3b34c86/tmt-vcr-hybrid-june-2024.pdf

70-90% of business innovations fail. Of those that succeed, two-thirds pivot significantly from their original visions

https://web.stanford.edu/class/archive/ee/ee392b/ee392b.1246/lecture/apr30/Bain.pdf

Gen AI: too much spend, too little benefit?

https://www.neuralmarkettrends.com/content/files/2024/07/goldman-sachs-genai.pdf