Digital Supply Chain Landscape

https://foundersib.com/core/uploads/2024/08/ESS-Vertical-Coverage-Q2-2024-vFFF-1.pdf

Multiples have not rebounded

https://nvca.org/wp-content/uploads/2024/07/Q2_2024_PitchBook-NVCA_Venture_Monitor.pdf

AI POTENTIAL USE CASES

https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/Research_Brief_Ext.pdf

Valuations Have Yet to Bounce Back

https://www.wsgr.com/a/web/w6zgDshZ5HSuHfn75HkJMi/entrepreneurs-report-1h-2024.pdf

Insurance in the broader financial services landscape

https://content.naic.org/sites/default/files/national_meeting/Materials-Tech-Innov-InsurTechWG081324-V3.pdf

Thomson Reuters Ventures Overview

https://www.thomsonreuters.com/content/dam/ewp-m/documents/thomsonreuters/en/pdf/press-releases/tri-q2-2024-earnings-presentation.pdf

Lean Revenue Production follows a predictable growth trajectory

https://winningbydesign.com/wp-content/uploads/2024/07/WbD-Research_How-GTM-Efficiency-Affects-IPO-Readiness.pdf

Leaner Times Hit Software Spend

https://www.svb.com/globalassets/shared-blocks/reports/sotm/state-of-the-markets-h2-2024_final-08.12_v2.pdf

Population Health Management

https://hydeparkcapital.com/wp-content/uploads/2024/08/HPC-Digital-Health-Outlook-Summer-2024.pdf

Temperature Check: A Review of Our H1 Outlook

https://www.svb.com/globalassets/shared-blocks/reports/sotm/state-of-the-markets-h2-2024_final-08.12_v2.pdf

Big data tells you what is happening, not why it is happening.

https://www.inma.org/modules/event/2024SubscriptionsSummit/presentations/Betten_INMASUBSUMMIT24.pdf

We're seeing saturation. It's harder to find new growth. Retention is the name of the game.

https://www.inma.org/modules/event/2024SubscriptionsSummit/presentations/Benchmarks-Zuora_INMASUBSUMMIT24.pdf

The Future of Sales with AI

https://media-publications.bcg.com/BCG-Executive-Perspectives-Future-of-Sales-with-AI-EP2-5Aug2024.pdf

How to build a unicorn: Education, experience, expertise

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/banking/commercial-banking/cb-insights-banking-startup-insights-report.pdf

Transaction Analysis :: January 1, 2024 - June 30, 2024

https://berkerynoyes.com/wp-content/uploads/2024/08/Software1H2024.pdf

US Healthcare VC Fundraising

https://www.svb.com/globalassets/trendsandinsights/reports/healthcare/2024/hcie-mid-year-report-2024.pdf

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