Great macro update, public tech/AI trends, and state of the private markets. All very high-level but interesting data/trends/insights

Great current GTM benchmarks for what top quartile/declie companies look like today. Benchmarks about AI, pricing, sales conversions, costs, etc

Benchmarkit has good reporting on the small to medium sized private cloud companies. The additional segmentation and insights are good.

Great data on the macro, VC fund economics and changes, impact of AI, cash runway, and fundraising.

Great breakdown of key benchmarks. ICONIQ portofolio companies are top decile so if you want t compare to the very best then this is a great report

Current public multiples and trends related to AI and the impact it will have on cloud

OK financial benchmarks with some unique survey quesitons. Problem is survey population is small and not very segmented so comparisons are not very useful. Also, they did it before 2024 was over so 2024 is based on estimates which makes it even less usefull

Decent number of companies surveyed (~800) with about 40% being international. 80% of surveyed with ARR < $20M

OK financial benchmarks with some unique survey quesitons. Problem is survey population is small and not very segmented so comparisons are not very useful. Also, they did it before 2024 was over so 2024 is based on estimates which makes it even less usefull

While some benchmarks are outdated, its a great report with interesting insights

Very long, but some interesting insights and trends for private equity.