SW Defined Vehicles

https://www.p3-group.com/wp-content/uploads/2025/02/P3-SoftwareDefinedVehicles_Insights-2025.pdf

How We Segment the HCM Landscape

https://cdn.hl.com/pdf/2025/2024-hcm-year-in-review-february--2025.pdf

Big Tech capital expenditure 2023 to 2025

https://spaces.statista.com/a65dc708c30044ff9efd9a50c4267edc.pdf

93% of CDOs Feel Data Strategy is Crucial to Generative AI Value

https://2631050.fs1.hubspotusercontent-na1.net/hubfs/2631050/Jonathon%20Bowring.pdf

Gunderson Dettmer 2024 Venture Capital Report

https://www.gunder.com/a/web/vYUowtMwokvZXwEbox5nuK/a4AkH1/gunderson-dettmer-2024-venture-capital-report-final.pdf

 

Global Aggregate Tech Market Cap 2025

https://go.boarddocs.com/il/ctpf/Board.nsf/files/DDCQAZ686D18/$file/Drive%20Capital%20-%20CTPF%20Investment%20Comitee%20Meeting%20Presentation-%20Feb%202025.pdf

AI Opportunities Within PropTech

https://cdn.hl.com/pdf/2025/proptech-2024-annual-market-update.pdf

Priority Matrix for Generative AI

https://cdn-static.bizzabo.com/bizzabo.file.upload/736mNZlaR26ezuBNVfK7_Feb6AChandrasekaran.pdf

Unlocking Data in the Digital Asset Ecosystem

https://www.hkdca.com/wp-content/uploads/2025/02/unlocking-data-digital-asset-ecosystem-ft-partners.pdf

Software Winners and Losers: LTM Performance of Stock Prices & NTM Revenue Multiple

https://www.cantor.com/wp-content/uploads/2025/02/Software-and-SaaS-Sector-Update-Winter-2025_vFINALv2.pdf

AI drives >50% of all VC funding already; mostly in infrastructure and LLMs

https://www.prosus.com/~/media/Files/P/Prosus-CORP/investors/the-ai-x-ecommerce-revolution-how-ai-is-shaping-the-future%20of-online-marketplace.pdf

In most industries, Marketplaces are still in their early innings

https://www.prosus.com/~/media/Files/P/Prosus-CORP/investors/the-ai-x-ecommerce-revolution-how-ai-is-shaping-the-future%20of-online-marketplace.pdf

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