Revenue Technology Landscape 2025

https://cdn.prod.website-files.com/647e329e7adac8431aa2383d/678fa28b7781a604d1b91001_Revenue%20Technology%20Landscape%20-%20Weflow%20(getweflow.com).pdf

Enthusiasm Over SVOD/OTT Has Fueled the Proliferation of New Streaming Services.

https://cdn.hl.com/pdf/2025/hl-the-state-of-the-digital-video-ott-market-spring-2025.pdf

Public from-scratch US and EU companies

https://tcgsummit.com/wp-content/uploads/2025/04/2_figures_tim_bcg.pdf

Macro Fog With a Chance of Pain

https://www.svb.com/globalassets/trendsandinsights/reports/state-of-the-vc-backed-cfo/state-of-the-vc-backed-cfo-2025.pdf

The estimated Impact of GenAI across sectors

https://kpmg.com/kpmg-us/content/dam/kpmg/pdf/2025/quantifying-genai-opportunity.pdf

Gen AI play presented at MWC

https://pages.mckinsey.com/rs/473-ZYE-522/images/2025%20MWC%20McKinsey%20Highlights.pdf

whereas Vertical and Horizontal SaaS valuations remain on par

https://www.blackpeakcapital.com.au/wp-content/uploads/2025/04/SaaS-Sector-Update-March-2025_vSent.pdf

Prevailing conditions influence series seed graduation rates

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

Global Agrifoodtech Investment Report 2025

https://cdn1.tenchat.ru/static/vbc-gostinder/2025-04-02/5fb72acf-ecac-442e-9296-924fec2c3733.pdf

The software industry exceeded $1 trillion in annual spend in 2024

https://media.licdn.com/dms/document/media/v2/D561FAQHABQnPnKkEyQ/feedshare-document-pdf-analyzed/B56ZXyXYTeHQAY-/0/1743527971552?e=1744243200&v=beta&t=zLHrucH1FUqg3s0Gkn9yFoRZqNXXhJjTrp_gvop8Ou0

Adjacent Investment Outstrips Core Women's Health

https://www.svb.com/globalassets/trendsandinsights/reports/womens-health/svb-innovation-in-womens-health-report-2025-final.pdf

Exit rate of startups from standardized seed rounds between 2010 and 2020

https://dealroom.co/uploaded/2025/03/Dealroom-CEE-Report-2025.pdf

AI Is Reshaping The Software Value Chain

https://europe.ark-funds.com/wp-content/uploads/2025/03/ARK-Investment-Opportunity-Report.pdf

Deep Dive | Tesla's Decline Began in 2023

https://www.coxautoinc.com/wp-content/uploads/2025/03/Q1-2025-Cox-Automotive-Industry-Insights-and-Sales-Forecast-Call-presentation.pdf

Buyside Investment Decision-Making Is Evolving

https://cdn.hl.com/pdf/2025/capital-markets-technology-market-update-hl-2025.pdf

Is there seasonality in SaaS?

https://staging-website.chartmogul.com/reports/saas-billing-report/saas-billing-report-2025.pdf

Foundation Model Ops, MLOps, and DataOps tools are evolving

https://newsletter.radensa.ru/wp-content/uploads/2025/03/InfoTech_AI-Trends_2025-52-pgs.pdf

Mag 7 have invested $49B in startups in 2024. More than all VC into China or EU27.

https://dealroom.co/uploaded/2025/02/Accelerating-Europe-Dealroom.pdf

Autonomous Food Production

https://cdn.prod.website-files.com/6673f18ee1d6f0f478fa3630/6759d77473ee8dc67a455527_Circus%20SE_Corporate%20Teaser_Q424.pdf

AI Value: Systematic Use Case Prioritization

https://cdn-static.bizzabo.com/bizzabo.file.upload/MI2oe3dQQqmf5r64WmpH_Feb27LRamosPdenHamer.pdf

Field and aftermarket asset examples

https://media-publications.bcg.com/BCG-Executive-Perspectives-Future-of-Field-Service-with-AI-2025-EP13-18Mar2025.pdf

SaaS Top Performer Analysis

https://cdn.prod.website-files.com/65e1d7fb19a3e64b5c36fb38/67dad4e89daa6264906ed07b_ICONIQ%20Analytics%20%2B%20Insights%20-%20Navigating%20a%20Successful%20Public%20Offering%20in%20Today%27s%20Markets.pdf

Revenue multiples for SaaS companies have plateaued, with the Q4 2024 median multiple now sitting at 5.6x

https://cdn.prod.website-files.com/65e1d7fb19a3e64b5c36fb38/67dad4e89daa6264906ed07b_ICONIQ%20Analytics%20%2B%20Insights%20-%20Navigating%20a%20Successful%20Public%20Offering%20in%20Today%27s%20Markets.pdf

Data concerns and lack of skills emerge as top challenges

https://www.hkdca.com/wp-content/uploads/2025/03/intelligent-banking-kpmg.pdf

Europe has plenty of startups, but lacks breakthrough, mega-scale companies

https://www.prosus.com/~/media/Files/P/Prosus-CORP/documents/the-need-for-big-tech-champions-in-europe.pdf

How We Look at the FinTech Opportunity

https://cdn.hl.com/pdf/2025/capital-markets-technology-market-update-hl-2025.pdf

The Trend of Verticalization in Software Is Accelerating

https://craft-bowerycap.files.svdcdn.com/production/Bowery-Capital-Opportunities-in-vSaaS-v6.0-January-2025.pdf?dm=1736454507

2025 State of Automotive Software Development Report

https://www.perforce.com/system/files/2025-03/report-sca-automotive-report-2025.pdf

Which Coding Standards Developers Use Most For Automotive Software

https://www.perforce.com/system/files/2025-03/report-sca-automotive-report-2025.pdf

Global IT Spending - 2024

https://s3.amazonaws.com/bizzabo.file.upload/PN7B3DGEQGWaY2NdJ06z_Oct15JLovelovkMMcDonaldCHealeyAO-Connell.pdf

Top Predictions of Cybersecurity for 2024+

https://s3.amazonaws.com/bizzabo.file.upload/oY8SOcpaTGCjABDz82eF_Jul31CPorter.pdf

Having Data Ready for AI Drives Greater Business Outcomes by 20%

https://cdn-static.bizzabo.com/bizzabo.file.upload/VrYB8TmkR0KTWc4K4yrn_Jan1Sallam.pdf

The use cases vary based on institutional priorities

https://iacpm.org/wp-content/uploads/2025/03/IACPM-McKinsey-Gen-AI-Webinar-2025.pdf

Relative SaaS Benchmarking - EV / Revenue vs. Revenue Growth

https://info.oppenheimer.com/rs/627-CPK-162/images/Oppenheimer%20EdTech%20Market%20Update%20%28March%202025%29.pdf?version=0&mkt_tok=NjI3LUNQSy0xNjIAAAGY-350jPQUbwZMhJYO3EurgBu3PfMYbbcfaY5_RF2wuO0fMhYZk_dAtr2vqWLZEY4_sK-Fh7OJuifhfpgkStLfia75cN1oZ81TqZzZDfbEkTk

The five critical steps of the semiconductor supply chain

https://www.allianz.com/content/dam/onemarketing/azcom/Allianz_com/economic-research/publications/specials/en/2025/march/2025-03-06-Semiconductors.pdf

Semi-Annual Private Equity Executive Summary

https://www.calstrs.com/files/e7252a4f2/INV+2025-03+Item+05c+Pres+01+-+Semi-Annual+Private+Equity+Executive+Summary++%28Open+Session%29.pdf

SVB State of Consumer Internet 2025

https://www.svb.com/globalassets/trendsandinsights/reports/consumer/svb-state-of-consumer-internet-2025.pdf

What are your sources of alternative data?

https://www.lowenstein.com/media/rbnbulvn/alt-data-report-2024_final.pdf

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