Hello friend,
I hope you had a fantastic summer and got some well-deserved days off in your favourite place ☀️ On my side, I used the quieter summer weeks to crunch all the transactions involving developer-first startups globally in the first half of 2024. The result is the “Global Developer-First Transactions - H1 2024” report, the first-ever comprehensive analysis of the fundraising and M&A activities shaping the developer-first ecosystem.
For this report, I categorised developer-first companies into several key sectors pivotal to software creation, deployment, and management: AI, API, SaaS, Cloud, Data Management, DevOps, DevTool, Monitoring, Security, and Testing. This categorisation was inspired by Tyler Jewell's Developer-Led Landscape series.
In this report, I went through 201 global transactions, accounting for $8.5 billion of funds raised and $9.1 billion of disclosed M&A, to understand key trends behind the top transactions and provide insights into the evolving strategies of leading and emerging players within the developer-first community.
I will officially release the report to the general public next week, but as a trusted reader of this newsletter, you can access a beta version below (just use the address at which you received this email to log in).
I hope you'll enjoy reading the report as much as I enjoyed preparing it, and you'll find great insights to help you with your business. If you have any questions, feedback, or comments about the report, please reply directly to this email so I can use it to update the report before its official release.
Farewell,
Daniel