The following guide to industry information, research, and analysis provides sources for industry trends and
statistics, market research and analysis, financial ratios and salary surveys, and more.
Industry Analysis, Trends, Statistics, and Forecasts
Comprehensive market research reports provide in-depth industry analysis and five-year forecasts,
with special focus on the underlying structure and external forces
and relationships that affect industries and their performance.
Report contents include:
- Market size and characteristics
- Key statistics and trends
- Current performance
- Competitive landscape
- Major firms and market share
- Key risk and success factors
- Five-year growth forecast
Monthly publication features news, information, and analysis for the VC community, with content categories including
news and analysis, featured cover stories, fund news, limited partnership news, data center, and more. Publication
is available by subscription only; trial access is available to qualified parties.
First Research profiles cover key aspects of an industry's size, scope, and operations and include a
five-year growth forecast. Profile contents include:
- Industry overview
- Recent developments
- Critical issues and challenges
- Business trends and opportunities
- Executive insights
- Financial benchmarking data
- Five-year growth forecast
Information resources available from this trade association include:
Industry Overview / Recent Stats and Studies / Stats by Category
Various sections listed above provide an overview of the industry and include summary statistical data with
links to more detailed presentations from the contributing organizations, with statistical categories covered
including fundraising, investments, performance, and exits. All information is available free online.
Annual publication provides a comprehensive statistical analysis of the industry, with major topics covered
including capital commitments to funds, capital investments in companies and industries, and exits via initial
public offerings (IPOs) and merger and acquisitions. Publication can be downloaded and viewed online.
TrueBridge Capital Partners
State of the Venture Capital Industry
Annual publication, published jointly by NVCA and Ernst & Young LLP, provides in-depth articles from various
contributing organizations which analyze issues and trends which have a significant impact on the VC profession.
Current and prior editions of this publication can be downloaded and viewed free online.
Annual state of the industry report analyzes key trends for the VC market by investment stage, with topics covered
including fundraising activity, investment activity, valuations, exits by IPOs and M&A, and net limited partner
returns. Reports are categorized by year in the "Archive" section and are available free online.
Quarterly study of VC investment activity provides detailed data for the most recent quarter and historical
aggregate data from 1995 forward, with current data broken out by region, sector, stage of development, financing
sequence, VC firm, and investee company. Current report can be viewed free online.
Industry Financial Ratios
Venture Capital Firms
Search for "523910"
Five-year financial statement analysis includes income statements, balance sheets, and key financial ratios,
with data available by sales size range on a national, state, and metro area level.
- Income and expense detail in dollars and percentages
- Balance sheet detail in dollars and percentages
- Sources and uses of funds cash flow analysis
- Profitability and return on investment ratios
- Liquidity and working capital ratios
- Asset turnover and efficiency ratios
- Capital structure and debt service ratios
Holt Private Equity Consultants | MM&K Ltd. | Buyouts Insider
Holt-MM&K-Buyouts PE/VC Compensation Report
Annual study provides compensation data (e.g., salary, bonus, carried interest, and carry-dollars-at-work allocations)
for investment, management, and administrative personnel by firm type and size (assets under management of less
than $400 million; $400 - $999 million; and $1.0 billion or more), and also includes information on firm-wide
compensation practices (e.g., bonus, carried interest, and co-investment plans). Selected excerpts from the
study including summary table of contents can be viewed online.
ERI Economic Research Institute
Trusts, Private Equity, and Venture Capital Services Salary Survey
Annual publication provides compensation data from ERI Assessor®, government, and survey participant databases
for executive, salaried, and hourly personnel on a national and regional level. Complete listing of job positions
included in the survey and sample pages for selected job positions are accessible online.
International Private Equity and Venture Capital Valuation Guidelines
International private equity and venture capital valuation guidelines provide guidance and recommendations for
use by these funds in determining fair value measurements for financial reporting purposes which are in compliance
with both the International Financial Reporting Standards (IFRS) and U.S. Generally Accepted Accounting Principles
(US GAAP). Publication can be downloaded and viewed free online.