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51,416 slides across 1229 decks match.
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A solid foundation is a prerequisite for impact at scale
McKinsey · 2025 · process_diagram
A solid foundation is a prerequisite for impact at scale
 Nurturing a robust ecosystem of established and emerging partners becomes key
McKinsey · 2025 · market_landscape
Nurturing a robust ecosystem of established and emerging partners becomes key
 New roles are required to fully leverage data and analytics
McKinsey · 2025 · org_design
New roles are required to fully leverage data and analytics
 Global Euroscape cloud index down by $1.6T
Accel · market_landscape
Global Euroscape cloud index down by $1.6T
$1.6T — Market Capitalization
 SaaS multiples below 10-year Pre-COVID average
Accel · market_landscape
SaaS multiples below 10-year Pre-COVID average
5.7x — EV / NTM Revenue Multiple
 No one is immune: Software & cloud giants lost ~35% of their market cap...
Accel · market_landscape
No one is immune: Software & cloud giants lost ~35% of their market cap...
~35% — Market Capitalization
 ...and all sectors impacted
Accel · market_landscape
...and all sectors impacted
69.8% — LTM market cap % decline
 Priorities shifting towards profitability
Accel · data_table
Priorities shifting towards profitability
14% — FCF Margin
 Strong secular trends despite the reset
Accel · industry_trends
Strong secular trends despite the reset
51% — Market growth
 We love SaaS globally
Accel · other
We love SaaS globally
$8B+ — Invested Capital
 Global Euroscape Index back to pre-COVID levels despite 50+ companies added to the Index
Accel · market_landscape
Global Euroscape Index back to pre-COVID levels despite 50+ companies added to the Index
5.7x — NTM Revenue Multiple
 Have we overcorrected?
Accel · market_landscape
Have we overcorrected?
$800B — Value gap
 Trigger: Rising inflation driving interest rates up
Accel · industry_trends
Trigger: Rising inflation driving interest rates up
 Macro softening putting pressure on growth rates and accelerating decline
Accel · market_landscape
Macro softening putting pressure on growth rates and accelerating decline
 Multiple contraction less severe for 'Rule of 40' companies
Accel · market_landscape
Multiple contraction less severe for 'Rule of 40' companies
9x — EV/NTM Revenue Multiple
 IPO window closed after a record year
Accel · market_landscape
IPO window closed after a record year
$23.3 — SaaS IPO Value ($B)
 M&A frenzy fueled by low valuations and take-privates...
Accel · market_landscape
M&A frenzy fueled by low valuations and take-privates...
9x — NTM Revenue Multiple
 M&A momentum expected to last with c.$770B of cash on the sidelines
Accel · market_landscape
M&A momentum expected to last with c.$770B of cash on the sidelines
$770B — Cash and cash equivalents
 Record $230B cloud venture funding since 2020 - Unicorns taking the lion's share...
Accel · market_landscape
Record $230B cloud venture funding since 2020 - Unicorns taking the lion's share...
$230B — Total cloud venture funding
 ...raising billions of capital since 2020
Accel · market_landscape
...raising billions of capital since 2020
$2.6B — Funding amount
 Concentration of capital with unicorns consistent across US, Europe and Israel
Accel · market_landscape
Concentration of capital with unicorns consistent across US, Europe and Israel
55% — Capital concentration
 Last 12 months still showing large rounds happening...
Accel · market_landscape
Last 12 months still showing large rounds happening...
$1.3B — Funding round size
 ...and increase in average round size across all stages...
Accel · market_landscape
...and increase in average round size across all stages...
$43m — Average round size
 ...but venture financing eventually dropping sharply in Q3 after record quarters
Accel · market_landscape
...but venture financing eventually dropping sharply in Q3 after record quarters
-42% — Total Capital Raised
 Decline in EU/IL funding consistent with US decline
Accel · market_landscape
Decline in EU/IL funding consistent with US decline
 Unicorn creation back at pre-COVID levels
Accel · market_landscape
Unicorn creation back at pre-COVID levels
360 — New Unicorns
 Recent EU/IL SaaS unicorns highlighting diversity of EU ecosystem
Accel · market_landscape
Recent EU/IL SaaS unicorns highlighting diversity of EU ecosystem
122 — Total # of EU/IL SaaS unicorns
 ~50% with less than $100m of ARR
Accel · market_landscape
~50% with less than $100m of ARR
50% — ARR
 ARR multiples at last round valuation ranging from 8x to 50x
Accel · financial_analysis
ARR multiples at last round valuation ranging from 8x to 50x
50x — EV / ARR multiple
 Prediction - Flat rounds likely, up rounds challenging
Accel · financial_analysis
Prediction - Flat rounds likely, up rounds challenging
10x — ARR Gap
 Euroscape winners raised $8B – Finance/HR/Legal category leading the pack
Accel · market_sizing
Euroscape winners raised $8B – Finance/HR/Legal category leading the pack
$8.0B — Total Funding
 Most winners founded 4-5 years ago...
Accel · industry_trends
Most winners founded 4-5 years ago...
34 — Number of companies
 ... with less than 200 FTEs and less then $100M raised
Accel · market_landscape
... with less than 200 FTEs and less then $100M raised
 Cloud security turning to the app & data layers
Accel · industry_trends
Cloud security turning to the app & data layers
79 — IT project priority
 Personalized commerce becoming a reality
Accel · industry_trends
Personalized commerce becoming a reality
 Proliferation of embedded finance
Accel · industry_trends
Proliferation of embedded finance
 Rise of the developer driven data stack
Accel · industry_trends
Rise of the developer driven data stack
 Web3 / crypto developer, data and security tooling levelling up
Accel · industry_trends
Web3 / crypto developer, data and security tooling levelling up
 Friend and foe? Asia is the most excited region about a future with AI
IPSOS · 2024 · executive_summary
Friend and foe? Asia is the most excited region about a future with AI
62% — Excitement about AI
 How likely, if at all, do you think it is that AI will change how you do your current job in the next five years?
IPSOS · 2024 · industry_trends
How likely, if at all, do you think it is that AI will change how you do your current job in the next five years?
67% — Likelihood of AI job impact
 How likely, if at all, do you think it is that AI will replace your current job in the next 5 years?
IPSOS · 2024 · market_landscape
How likely, if at all, do you think it is that AI will replace your current job in the next 5 years?
46% — Likelihood of job replacement
 INTERNET TRENDS – TWO-THIRDS OF A GENERATION IN... TWO-THIRDS OF NEXT GENERATION OUT...
BondCap · section_divider
INTERNET TRENDS – TWO-THIRDS OF A GENERATION IN... TWO-THIRDS OF NEXT GENERATION OUT...
 Internet Users – 1995 → 2014… <1% to 39% Population Penetration Globally
BondCap · market_landscape
Internet Users – 1995 → 2014… <1% to 39% Population Penetration Globally
2.8B — Internet Users
 Mobile Phone Users – 1995 → 2014… 1% to 73% Population Penetration Globally
BondCap · market_landscape
Mobile Phone Users – 1995 → 2014… 1% to 73% Population Penetration Globally
73% — Population Penetration
 Public Internet Company Market Capitalizations – 1995 → 2015...
BondCap · data_table
Public Internet Company Market Capitalizations – 1995 → 2015...
$2.4 Trillion — Market Capitalization
 User Control of Content Up Significantly – 1995 → 2015
BondCap · timeline_visual
User Control of Content Up Significantly – 1995 → 2015
 Impact of Internet Has Been Extraordinary & Broad… But – in Many Ways – It’s Just Beginning
BondCap · context
Impact of Internet Has Been Extraordinary & Broad… But – in Many Ways – It’s Just Beginning
 Global Internet User + Smartphone Subscription Growth = Good, But Growth Rate Continues to Slow*
BondCap · industry_trends
Global Internet User + Smartphone Subscription Growth = Good, But Growth Rate Continues to Slow*
+8% — Growth Rate
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