Game Changers 2025

https://www.cbinsights.com/reports/CB-Insights_Game-Changers-2025.pdf

Cybersecurity Industry Landscape

https://solganick.com/wp-content/uploads/2025/01/Solganick-Cybersecurity-Mergers-Update-Q4-2024.pdf

Vertical SaaS AI Solutions Matrix

https://jlaadvisors.io/wp-content/uploads/2025/02/Disrupted-or-Disruptor-The-Strategic-Imperative-of-AI-for-Vertical-SaaS_PDF-v1.pdf

Healthcare Segments

https://www.hfma.org/wp-content/uploads/2025/02/250106-futurehealthcarefundingtraditionaldisruptivemodels-2025winterconf-lonestar.pdf

FinTech Market Map

https://hydeparkcapital.com/wp-content/uploads/2025/02/HPC-FinTech-Outlook-Fall-2024.pdf

When Less Is More: Shifting Gears in Automotive R&D

https://www.bain.com/globalassets/noindex/2025/bain_brief_when_less_is_more_shifting_gears_in_automotive_r_and_d.pdf

Five Innovation Platforms Are Catalyzing Accelerated Growth

https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/Big_Ideas/ARK%20Invest%20Big%20Ideas%202025.pdf

IPO Probability

https://www.elementpointe.com/wp-content/uploads/2025/01/2025.01.06-Top-Ten-Themes_CA.pdf

Companies are waiting longer to go public

https://www.apolloacademy.com/wp-content/uploads/2025/01/020625_Chart.pdf

Median Multiple Trading at 5.2x EV/NTM Revenue Versus Long-Term Average of 4.8x

https://media-cdn.kroll.com/jssmedia/kroll-images/pdfs/executive-summary-global-software-sector-update-winter-2025.pdf

SaaS Deal Multiples by Quartile and Target Revenue

https://media-cdn.kroll.com/jssmedia/kroll-images/pdfs/executive-summary-global-software-sector-update-winter-2025.pdf

Venture capital is unattractive in a higher-for-longer rate environment

https://www.apolloacademy.com/wp-content/uploads/2025/01/020125_Chart_v2.pdf

The top 30 VC funds raised 75% of all venture capital in the US this year.

https://cdn.prod.website-files.com/645a6a00d2bbc7738a034140/67992f5d923370ed0d7b2866_State%20of%20the%20Market%202025%20Deck.pdf

Worldwide IT Spending Forecast

https://inclusioncloud.com/wp-content/uploads/2025/01/WP_AXIS_The-CIOs-Strategic-Guide-for-2025.pdf

Worldwide Technology Services Spending to Grow 9% in 2025 to $1.7 Trillion

https://solganick.com/wp-content/uploads/2025/01/Solganick-Technology-Services-MA-Update-Q4-2024-and-2025-Outlook-Final.pdf

The DeepSeek correction in tech stocks has not changed the overall concentration problem in the S&P 500

https://www.apolloacademy.com/wp-content/uploads/2025/01/012925-chart.pdf

Outlook for 2025

https://www.svb.com/globalassets/library/uploadedfiles/reports/state-of-the-markets-h1-2025.pdf

State of the Markets H1 2025

https://www.svb.com/globalassets/library/uploadedfiles/reports/state-of-the-markets-h1-2025.pdf

Top 10 global countries by VC investment in 2024

https://dealroom.co/uploaded/2025/01/Dealroom-Global-Q4-2024-wrapped-report.pdf?x39422

Enterprise Software and Healthtech were the most funded startup sectors in the US in 2024

https://dealroom.co/uploaded/2025/01/US-Q4-2024-Report.pdf?x30228

The aggregate value of deals under $1bn increased slightly in 2024

https://www.silverpeakib.com/wp-content/uploads/2025/01/Software-MA-report-H2-2024.pdf

Total Worldwide App Store Revenue from Video Game Commissions

https://static1.squarespace.com/static/5d8e9007bc3d0e18a4c49673/t/678eb21b4524a946f23802ea/1737404984007/Gaming2025_v1.20-CompressedOnline.pdf

Data Volume and Global Connectivity Are Driving The Proliferation of Cloud Services

https://www.dadavidson.com/Portals/0/xBlog/uploads/2025/1/7/DADavidson-CommTechReportQ32024.pdf

Explore vs Execute

https://longform.asmartbear.com/explore-execute/

Down rounds and flat rounds, once a stigma, are now just part of the survival game

https://www.svb.com/globalassets/trendsandinsights/reports/healthcare/2025/hcie-h1-2025-full-report.pdf/1pr_clt/

The new normal sees a hint of optimism in mega-rounds

https://assets.kpmg.com/content/dam/kpmgsites/xx/pdf/2025/01/venture-pulse-q4-2024.pdf

A to Z of the Most Inspiring Companies 2025

https://www.peterfisk.com/wp-content/uploads/2025/01/A-to-Z-of-Most-Inspiring-Companies-in-2025-by-Peter-Fisk.pdf

Due to Gen AI adoption, nearly three in five semiconductor organizations are seeing increased demand for NPUs, high-performance GPUs, and memory-intensive chips

https://www.capgemini.com/wp-content/uploads/2025/01/Semiconductors-report.pdf

Leaders follow the 10-20-70 principle to create value

https://web-assets.bcg.com/0b/f6/c2880f9f4472955538567a5bcb6a/ai-radar-2025-slideshow-jan-2025-r.pdf

VC investment globally rises to seven-quarter high as AI interest skyrockets

https://assets.kpmg.com/content/dam/kpmgsites/xx/pdf/2025/01/venture-pulse-q4-2024.pdf

41% of revenue in S&P 500 companies comes from abroad

https://www.apolloacademy.com/wp-content/uploads/2025/01/011225-Chart_v2.pdf

2025 Retail Predictions

https://web-assets.bcg.com/6b/c6/25f5ccc446f285a99bf35e506c16/2025-retail-predictions.pdf

How does the pool evolve?

https://hkifoa.com/wp-content/uploads/2024/12/employee-equity-balderton.pdf

Overlap in Key Disruptive Thematic Spaces

https://www.globalxetfs.com/content/files/Charting-Disruption-2025-Introduction-Final.pdf

Total Industry Retail Revenue ($ Billions)

https://www.ces.tech/media/io4h5yx1/ces-2025_unveiled-vegas-trends-deck.pdf

Price-to-book ratio for the S&P 500 at record-high levels

https://www.apolloacademy.com/wp-content/uploads/2024/12/010624-Chart.pdf

The application layer of AI is booming

https://kioskindustry.org/wp-content/uploads/2024/12/Fintech-2025-document.pdf

LAB (Large-scale Alignment for ChatBots) Method

https://dach.tdsynnex.com/blog/de/wp-content/uploads/sites/2/2024/12/Jingle-Ai-the-way-InstructLab-and-Granite.pdf

Exploring India's dynamic Start-up Ecosystem

https://assets.kpmg.com/content/dam/kpmgsites/in/pdf/2024/12/exploring-indias-dynamic-start-up-ecosystem.pdf

There were 42 gaming exits over the last decade with ~45% of exits happening in COVID years (2020-2021).

https://investgame.net/wp-content/uploads/2024/12/GDEV-x-InvestGame-Feature-7.pdf

First-Time Gaming Startup Exits Over The Last Decade

https://investgame.net/wp-content/uploads/2024/12/GDEV-x-InvestGame-Feature-7.pdf

Key Themes for 2025

https://foundersib.com/core/uploads/2024/12/FA-SaaS-Newsletter-December-2024.pdf

S&P 500: High concentration continues to be a major problem

https://www.apolloacademy.com/wp-content/uploads/2024/12/122624_Chart.pdf

Median Multiple Trading at 4.9x EV/NTM Revenue Versus Long-Term Average of 4.7x

https://media-cdn.kroll.com/jssmedia/kroll-images/pdfs/global-software-sector-update-fall-2024-executive-summary.pdf

The Rule of 40 (R40) in 2024

https://translinkcf.dk/wp-content/uploads/2024/12/Translink-CF-SaaS-Index-Valuation-Index-Q3-FY20245.pdf

2025 Game Changers

https://www.cbinsights.com/reports/CB-Insights_Game-Changers-2025.pdf

Venture Studio Models

http://www.lawrenceevans.com/wp-content/uploads/2024/12/Healthcare-Venture-Studio-Industry-Report-December-2024.pdf

Game development budgets are growing faster than game revenues

https://web-assets.bcg.com/7e/5e/d8f897b843ea89ff918901cd50b4/the-gaming-report-leveling-up-for-the-new-reality-december-2024.pdf

AI is also enabling earlier disease detection

https://www.hkdca.com/wp-content/uploads/2024/12/2025-tech-trends-cbinsights.pdf

Future of sales deal life cycle, powered by PredAI + GenAI

https://media-publications.bcg.com/BCG-Executive-Perspectives-AI-and-GenAI-in-Customer-Engagement-EP8-4Dec2024.pdf