V4RP ✲
Reports/

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We build reports that deliver results.

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Our data-driven analyses✲ provides a clear roadmap for growth./

Stop guessing, start growing. Work with seasoned partners who can translate best practices into tangible financial results.

We go beyond playing in existing channels – we uncover untapped opportunities and build new avenues for growth, turning your portfolio companies into market leaders.

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✲ Tired of Your Budget Getting Lost in the Algorithm?/

We transform marketing data and insights into your portco's unfair advantage, so your companies can remove the mystery from marketing and dominate the digital landscape.

We’re operators, investors, management consultants and marketers who have worked at the highest levels building and scaling companies.

We bring that real-world experience to every engagement, ensuring your portfolio companies benefit from battle-tested strategies and an unmatched depth of expertise.

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Our approach/ Tailored solutions✲ for every stage of growth./

Our reports are designed to meet the unique needs of PE firms, SMB, and Growth Stage Companies:

We go beyond the surface to uncover hidden growth levers and provide data-driven insights to inform your investment decisions.

We transform data into clear insights, enabling smarter decisions and more effective strategies.

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Value Creation✲ /

We develop reports to help you execute data-driven marketing strategies that drive rapid and sustainable growth.

Ready to level up your marketing strategy?

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AI Adoption in Financial Services /- Strategic Benchmark & Path Forward✲

AI Adoption in Financial Services — Strategic Benchmark & Path Forward

AI isn’t hypothetical in finance anymore. It’s moving billions in fraud reduction, underwriting accuracy, compliance automation, and personalized customer experiences. The question is no longer if firms adopt AI, but how fast—and where it actually pays off.
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This V4RP report, based on survey data from leading financial institutions, provides the most comprehensive benchmark of AI adoption across banking, insurance, payments, and capital markets. It delivers a clear framework for how firms are building competitive advantage with AI today—and where the next wave of opportunity lies.


Inside this report:
Sector-Wide Benchmark: How top firms allocate AI budgets (talent, data, vs consulting) and where capital is flowing.
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‍Quantified ROI: Reported impact ranges from 31% decline in fraud losses to 56% faster KYC onboarding and 26% uplift in cross-sell conversions.

‍Core Use Cases: Risk & compliance automation, hyper-personalized CX, algorithmic trading, underwriting, and fraud detection.

‍The Talent Crunch: Why “hybrid experts” (AI + domain fluency) are the most in-demand hires in finance.

‍The Data Problem: How fragmentation and explainability are the biggest blockers to scale—and what leading firms are doing to solve them.

‍Competitive Horizon: Why the future is federated ecosystems (multi-party, privacy-preserving data networks), not just internal model building.

‍Strategic Blueprint: Five imperatives for winning with AI: data foundations, hybrid talent, asymmetric AI bets, federated ecosystems, and measurable ROI.


Who should use this report:
Financial Institutions (CIOs, CTOs, CFOs) → Benchmark AI maturity and set competitive priorities.

‍Investors & Analysts → Identify where adoption is real vs hype, and which firms are outpacing peers.

‍Vendors & Strategics → Spot where budgets are flowing and how financial services firms are buying AI.

V4RP provides deep-dive research at the intersection of AI, financial services, and private markets. Our intelligence products combine proprietary survey data with strategic analysis to give decision-makers an edge.

‍How it works
‍Access via Snowflake table with the full PDF report available.
One-time purchase, no ongoing subscription required.

View the full list of questions at the bottom of the description.

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The Future of Spend Management /- Global Insights Report✲

The Future of Spend Management - Global Insights Report

Spend management isn’t just back-office plumbing anymore. It’s now a frontline lever for efficiency, employee experience, and financial performance. As workforces spread across borders and AI reshapes enterprise software, companies can no longer afford to treat spend management as an afterthought.

The venture boom is long gone. LPs are pulling back, anchor checks are bigger but rarer, and fund managers are recalibrating. If you need to understand what’s actually happening in the private markets—not just rumors from Twitter—this is the definitive report.
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This V4RP report, based on a survey of 304 finance and technology decision-makers across the U.S., UK, Canada, India, and Singapore, unpacks how leading firms are modernizing spend management to cut costs, reduce risk, and unlock growth.


Inside this report:

Operational Efficiency at Stake: Why poor spend management inflates costs, slows decisions, and creates compliance risks.
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Employee Experience Impact: How fragmented reimbursement, manual expense processes, and lack of visibility drag on EX and productivity.
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‍Global & Real-Time Capabilities: The features firms need now — local currency reimbursements, unified spend views, and automated workflows.
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‍AI in Finance: Practical use cases where AI is already reshaping spend management, from automated classification to predictive insights.
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‍Investment Outlook: 65% of firms plan to significantly invest in spend management this year — here’s what they expect to gain.
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‍Strategic Recommendations: How to connect spend management to ERP and finance systems for outsized results.


Who should use this report:
CFOs & Finance Leaders → Benchmark spend practices and identify modernization priorities.
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‍Procurement & Operations → Improve compliance, reduce manual work, and boost employee adoption.

‍Technology Decision-Makers → Understand where AI and integrated solutions will deliver the fastest ROI.

V4RP delivers research intelligence on finance, technology, and private markets. Our reports cut through the noise with survey-driven data and actionable insights that decision-makers can act on today.
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‍How it works
‍Access via Snowflake table with the full PDF report available.
One-time purchase, with enterprise-grade insights ready to deploy across your team.

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State of Private Markets/ -
Q1 & Q2 2025 Intelligence Report✲

State of Private Markets — Q1 & Q2 2025 Intelligence Report‍

The venture boom is long gone. LPs are pulling back, anchor checks are bigger but rarer, and fund managers are recalibrating. If you need to understand what’s actually happening in the private markets—not just rumors from Twitter—this is the definitive report.
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What you get inside this dataset

This isn’t raw data you need to clean. It’s a packaged intelligence report delivered directly in Snowflake. You’ll access a downloadable PDF inside the table, packed with analysis drawn from 2,500+ U.S. venture funds and 45,000+ startups tracked by V4RP.


Key insights include: Fund Performance Benchmarks (2017–2024 vintages):
IRR, TVPI, DPI — sliced across percentiles, fund sizes, and vintages.

Capital Flows: Median LP counts, anchor check sizes, and fundraising concentration trends.

Market Context: Down rounds, bridge rounds, and time between financings—all shaping fund outcomes.

Early Signals: Why smaller funds are consistently outperforming larger ones on IRR and TVPI.

Fundraising & Valuations (Q1 & Q2 2025): Shifts in pre-seed, seed, and growth-stage pricing.

Geographical Trends: How capital concentration varies across regions.

Why this matters:

LPs & Fund Investors
→ Benchmark fund returns before committing new capital.

VCs & GPs
→ Understand how peers are performing and where the bar is moving.

Strategic Operators
→ Anticipate where capital will (or won’t) flow next.

V4RP tracks over $150B in venture capital and 45,000+ startups. We provide the research edge private markets investors rely on to make smarter, faster, and more confident decisions.
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How it works: Purchase gives you access to a Snowflake table with the full PDF report available for download.
One-time purchase, no recurring commitment.

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Enterprise Introduction to Artificial Intelligence/

AI Intelligence Report Series✲

AI Intelligence Report Series: Enterprise Introduction to Artificial Intelligence
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This four-part intelligence report series is designed as a strategic introduction to artificial intelligence for enterprise leaders, IT procurement professionals, and transformation executives. Rather than surface-level overviews, these reports deliver structured, actionable intelligence to help organizations accelerate AI readiness and adoption.

Included Reports:
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Future of AI in IT Procurement
– A forward-looking analysis of how AI is reshaping procurement functions, from vendor evaluation to risk management.

Transform Your Business with Generative AI
– Practical guidance on integrating generative AI into enterprise workflows, driving measurable business outcomes.

IT Procurement Best Practices in the AI Era
– Frameworks, governance models, and tactical playbooks for aligning procurement strategies with AI capabilities.

How AI is Shaping Industries of the Future
– Sector-by-sector insights into where AI is creating competitive advantage and how enterprises can position themselves today.


Why This Series Matters:
Provides a comprehensive introduction to AI in the enterprise context.

Moves beyond hype to
in-depth yet accessible insights for non-technical decision-makers.

Bridges the knowledge gap between
AI concepts and enterprise implementation.

Equips leaders to initiate, govern, and scale
AI-driven transformation.

Whether your organization is exploring first steps into AI or seeking to accelerate early pilots into enterprise-wide adoption, this series offers a grounded roadmap for understanding, planning, and executing AI strategy.

‍How it works: Purchase gives you access to a Snowflake table with the full PDF reports available for download.
One-time purchase, no recurring commitment.

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Survey Data from 1,037 C-Level Execs ✲- 2025 SaaS /
Investment Insights

Unlock direct feedback from 1,037 CTOs, CIOs, and COOs controlling $500K–$10M in software budgets. Make smarter SaaS investments, optimize GTM, and reduce churn.

This dataset and analysis package delivers high-quality, budget-controlling exec insights across 50–2,000 person companies. We surveyed 1,037 decision makers managing $523M+ in SaaS spend to uncover:

- Actual SaaS budgets and spend trends
- Churn triggers and vendor selection drivers
- ROI measurement practices
- Product gaps and unmet needs
- Emerging categories gaining wallet share


Included in this product:
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- Full dataset (CSV/Excel) for deep analysis
- 101-page strategic research report
- 64-page board-ready executive summary
- Admin UI for browsing and querying all responses

Use this to:
- Validate market opportunities and de-risk investments
- Sharpen GTM, pricing, and product roadmaps
- Cut CAC and sales cycles by targeting real pain points
- Improve product-market fit and reduce churn
- Support board strategy with proprietary, third-party insights

Preview Available↠

Claim your access today and start leveraging real exec feedback before your competitors do.

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Utilizing AI✲
to Optimize Marketing: Unlocking scalable strategies to Maximize EBITDA Growth /

A Data-Driven Blueprint for Maximizing Marketing Efficiency, Revenue Growth, and Portfolio EBITDA

Unlock the Competitive Advantage of AI in Marketing/

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The rapid adoption of AI in marketing is fundamentally reshaping customer acquisition, retention, and overall efficiency. However, most private equity firms lack a structured framework to assess AI’s impact, separate hype from reality, and implement the right strategies to enhance portfolio performance.

This research report is designed specifically for private equity funds and their portfolio companies, providing a data-backed, actionable playbook to:
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Identify high-ROI AI marketing applications that drive measurable revenue and cost savings.
Evaluate AI-driven marketing capabilities in M&A due diligence, uncovering risks and opportunities.
Reduce customer acquisition costs and increase customer lifetime value through AI-driven automation and personalization.
Benchmark portfolio companies against industry leaders leveraging AI for competitive advantage.

Quantifiable Impact: Small EBITDA Gains, Significant Valuation Growth
For private equity firms, even a 1 to 2 percent increase in EBITDA can drive meaningful valuation uplifts at exit. AI-driven marketing efficiencies can unlock significant margin expansion, making this report a high-ROI investment.

Consider a portfolio company generating $50 million in EBITDA:A 1.5 percent EBITDA improvement adds $750,000 in annual earnings.
At a 10x exit multiple, this translates into $7.5 million in added valuation.
The cost of this report is a fraction of the value created, making it an essential tool for maximizing returns.


What’s Inside?
AI Marketing Landscape: Industry benchmarks and adoption trends across key verticals.
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M&A Diligence Playbook: A structured framework for assessing AI capabilities in potential acquisitions.
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Cost Optimization and Revenue Growth Strategies: AI-driven tactics to reduce CAC, increase retention, and improve marketing efficiency.
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Technology and Vendor Analysis: An in-depth evaluation of AI tools that deliver measurable performance improvements.

Regulatory and Compliance Considerations: Navigating AI-related risks in marketing and data privacy.

Why Private Equity Firms and Operators Need This Report
For Private Equity Investors:
Enhance M&A Diligence – Avoid overpaying for assets with inefficient marketing operations.
‍Drive EBITDA Expansion – Implement AI-driven efficiencies that reduce costs and increase revenue.
Increase Exit Valuations – Higher profitability leads to stronger multiples at exit.

For SMB and Growth Stage Company Operators:
Reduce Marketing Costs – AI-powered automation can cut acquisition costs by 30 to 50 percent.
‍Improve Conversion Rates and Retention – AI-driven personalization increases conversion rates by 20 to 40 percent.
Optimize Resource Allocation – Streamline content creation, media buying, and demand generation.

A High-ROI Investment in Portfolio Growth The cost of this report is marginal compared to the EBITDA improvements and valuation growth it can drive. AI is no longer optional in marketing—firms that fail to adapt will be left behind.

Secure Your Competitive Edge—Before Your Competitors Do
This research is not publicly available and is reserved exclusively for a select group of firms and operators looking to leverage AI for real, measurable impact.

Access is limited, ensuring that those who act now gain a strategic advantage in the market.

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