Investors have narrowed their focus on benefits of alternatives

https://assets.ctfassets.net/zf87m07ner47/6dY0044hyiJL7lsN5GVAjH/62ee4b6efb0128e5e00d757a3a95e4b8/Navigating_Fundraising_Webinar_2025.pdf

The top 10 enterprise generative AI applications

https://iot-analytics.com/wp-content/uploads/2025/04/INSIGHTS-RELEASE-The-top-10-enterprise-generative-AI-applications.pdf

Humanoid robot's BOM costs may fall below $17k by 2030, when annual shipments reach 1mn

https://institute.bankofamerica.com/content/dam/transformation/humanoid-robots.pdf

Cost and frequency of a data breach by initial attack vector

https://cristie.de/wp-content/uploads/2025/04/cost_of_a_data_breach_report_2024.pdf

Public Company Growth and Rule of 40 Trends

https://glca.com/wp-content/uploads/2025/04/GLC-Advisors-Q125-Software-Capital-Markets-vF.pdf

AI models fall on a spectrum, from totally closed to completely open.

https://www.mckinsey.com/~/media/mckinsey/business%20functions/quantumblack/our%20insights/open%20source%20technology%20in%20the%20age%20of%20ai/open-source-technology-in-the-age-of-ai_final.pdf

Communications Technology Market Landscape

https://www.dadavidson.com/Portals/0/xBlog/uploads/2025/4/7/DADavidson-CommTechReportQ12025.pdf

Global Enterprise IT Spending

https://s3.amazonaws.com/bizzabo.file.upload/KthN9eCDSvSNuELjijeq_Jan9JLovelock.pdf

Deep research AI: tool comparisons

https://spaces.statista.com/2e506783925f46bc8811613bf790bbd7.pdf

Foundry Investments Less Confident, but AI Memory Capital Spending Remain Robust

https://assets.contentstack.io/v3/assets/blt4eb669caa7dc65b2/blt16fcf6212bb290bb/67d988692476a9df6f7d7e8c/Semiconductor_Manufacturing_Pulse_Q1_2025.pdf

Top 5 trends and insights on the voice AI landscape

https://www.aranca.com/assets/docs/The_Rise_of_Voice_AI_Special_Report.pdf

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