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THE DATA ROOM

Market Intelligence & Benchmarks.

We track 50+ key indicators on digital asset performance. Here's what the data says in 2025.

PRIVATE EQUITY TREND

The end of pure financial engineering.

52%
According to Bain & Company, over half of value creation in PE deals now comes from operational improvement (Revenue growth + Margin), vs only 18% from leverage.
SOURCE: Bain Global PE Report 2024
SECTION 01

The Macro Trends

-0%
Tech Valuation Multiple

The average decline in SaaS valuation multiples since 2021. Capital efficiency replaces growth at all costs.

SOURCE: Bessemer Cloud Index, 2024
0x
CAC Inflation

Customer acquisition cost has tripled in 5 years on paid channels (Meta/Google), making organic critical.

SOURCE: ProfitWell Report
0%
Tech Debt Ratio

Percentage of R&D budget spent on maintenance rather than innovation in scale-ups over 5 years old.

SOURCE: Stripe Developer Coefficient
0M
Average Time to Exit

Average PE fund holding period is extending, requiring more robust value creation plans.

SOURCE: Bain & Company PE Report
SECTION 02

Operational Benchmarks

Comparison of average performance vs top performers by sector.

METRICAVERAGETOP DECILEHOLCO TARGET
SaaS Churn (Annual)15%< 5%Secure (<7%)
E-com Net Margin8%18%Optimize (>15%)
Media Ad Yield (RPM)2.5€8.0€Scale (>6€)
Rule of 40 (Growth+Profit)1555Exceed (>40)
* Data aggregated from industry reports (SaaS Capital, Bain, McKinsey) — Q4 2024
SECTION 02B

Sector-Specific Deep Metrics

Advanced metrics by sector to understand value creation levers.

SAAS

Net Revenue Retention (NRR)

MEDIAN
102%
TOP QUARTILE
115%+

NRR < 100% is a valuation killer. It is the #1 KPI scrutinized by acquirers in 2025.

TECH

R&D Efficiency Ratio

MEDIAN
0.7
TOP QUARTILE
1.2+

How much revenue does every $ invested in R&D generate? Below 0.7, your tech debt is slowing you down.

SALES

Quota Attainment

MEDIAN
45%
TOP QUARTILE
75%

Only 45% of reps hit quota. The problem is often the process, not the people.

MEDIA

Programmatic Take Rate

MEDIAN
40%
TOP QUARTILE
15%

Value share captured by tech intermediaries. Optimizing it (SPO) is a pure margin lever.

SECTION 03

Deep Dives

Sector analyses and case studies selected by our team.

[2024]

The Efficiency Era: Why EBITDA is the new ARR.

Analysis of 200 exits showing that valuation premium has shifted from pure growth to structural profitability.

SOURCE: Stripe & Harris Poll
[2023]

The Hidden Cost of Spaghetti Code in M&A.

How undetected technical debt in Due Diligence reduces IRR by 15% on average post-acquisition.

SOURCE: McKinsey Digital
[2025]

First-Party Data vs. The Cookiepocalypse.

Impact study on advertising revenues of publishers who did not pivot to a logged-in ID strategy.

SOURCE: Gartner Research
[2024]

The Sales Productivity Paradox.

Why adding more salespeople never fixes a conversion problem. Study of 85 B2B scale-ups.

SOURCE: BCG Value Creation
[2024]

Exit Readiness: The 90-Day Playbook.

The 12 operational signals that make the difference between a successful exit and an aborted LOI. Based on 30+ deals.

SOURCE: Bain & Company
[2023]

Churn Autopsy: What Really Kills SaaS Retention.

Forensic analysis of 50 customer cohorts showing that 78% of churn is decided in the first 14 days.

SOURCE: Harvard Business Review
[2025]

AI Implementation ROI: Separating Hype from Reality.

Real impact measurement across 40 enterprise AI projects. Only 22% achieve promised ROI at 18 months.

SOURCE: Forrester Wave

NOTE: These studies are derived from our field interventions and anonymized aggregation of our data rooms. They do not constitute investment advice.

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