Pre-IPO Stock Market Update | Week ending Jun 21, 2024 ... in this report: • Page 2-4: Revolut $40b val, +75% from current 2ndary valuation; Cerebras Systems AI chips IPO; no IPO for Stripe; $100b from SoftBank to AI companies; + X Payments, Starlink Mini, new Anthropic AI model, HeyGen $60m raise • Page 5: AG Dillon Pre-IPO Stock Vintage Index update • Page 6: Current pre-IPO stock secondary market implied valuations • Page 7: Pre-IPO stock secondary market performance
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+21% since inception AG Dillon 2024 Pre-IPO Stock Vintage Index | Pre-IPO Stock Market Update – Apr 1, 2024 ** http://agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes (2005 to 2024) ** ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Index delivers... - Superior risk-adjusted returns, consistent positive returns - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Realized lower risk profile over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)
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+0.96% AG Dillon 2024 Pre-IPO Stock Vintage Index | Pre-IPO Stock Market Update – Apr 8, 2024 ** http://agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes fact sheets (2005 to 2024) ** ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Vintage Indexes deliver... - Superior risk-adjusted returns, consistent positive returns - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Realized lower risk profile over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)
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+0.96% AG Dillon 2024 Pre-IPO Stock Vintage Index | Pre-IPO Stock Market Update – Apr 8, 2024 ** http://agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes fact sheets (2005 to 2024) ** ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Vintage Indexes deliver... - Superior risk-adjusted returns, consistent positive returns - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Realized lower risk profile over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)
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Pre-IPO Stock Valuations | as of Jul 22, 2024 | Download report here = https://lnkd.in/ev7Kb9UC * NOTE: Sequoia announced on Jul 16, 2024 an $861m inter-fund secondary transaction at at $70b valuation * NOTE: accionvegana Revolut to $40b this week. WSJ reports valuation at $45b. May move to $45b if it firms up. Coatue and Greenoaks potentially going round. Tiger reported to lead new Revolut round. Revolut announced on Jun 20, 2024 that they are offering a tender at a $40b valuation, +75% from current secondary market valuation. Morgan Stanley is banking the transaction. Target raise is $500m. Airtable Anduril Industries Anthropic Brex ByteDance Canva Chime Cohere CoreWeave Databricks Deel Discord Epic Games eToro Groq Hugging Face Klarna Neuralink Notion OpenAI Plaid Ramp Revolut Rippling ScaleAI Snyk SpaceX Stripe xAI
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-0.23% AG Dillon 2024 Pre-IPO Stock Vintage Index week return | http://agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes fact sheets (2005 to 2024) ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Vintage Indexes deliver... - Superior risk-adjusted returns, lower downside risk - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Lower risk profile realized over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)
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+1.92% AG Dillon 2024 Pre-IPO Stock Vintage Index week return | http://agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes fact sheets (2005 to 2024) ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Vintage Indexes deliver... - Superior risk-adjusted returns, lower downside risk - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Lower risk profile realized over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)
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Pre-IPO Stock Market Update | as of Sep 27, 2024 • Page 2: AG Dillon Pre-IPO Stock Venture Capital Fund closing to new investors on Oct 1, 2024 • Page 3-5: LAST CALL for AG Dillon Top 10 Index Fund, OpenAI, xAI, Groq, Hugging Face, and Databricks Pre-IPO Stock Funds, wires due on Oct 15; Anthropic targets $30-40B; Wiz share sale at $15-20B; Revolut hits $45B; Chime preps 2025 IPO; Scale AI hits $400M H1 2024; OpenAI valued at $156.5B; Google expands Gemini; Rippling launches AI Talent Signal at $15.9B; Anduril Industries secures $17.4B defense deals; Klarna expands BNPL with Adyen • Page 6: This Week in Pre-IPO Stocks Podcast • Page 7: AG Dillon Pre-IPO Stock Vintage Index update • Page 8: Current pre-IPO stock secondary market implied valuations • Page 9-10: Pre-IPO Stock revenue multiples • Page 11: Pre-IPO stock secondary market performance
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+1.07% AG Dillon 2024 Pre-IPO Stock Vintage Index week return | http://agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes fact sheets (2005 to 2024) ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Vintage Indexes deliver... - Superior risk-adjusted returns, lower downside risk - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Lower risk profile realized over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)
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+0.26% AG Dillon 2024 Pre-IPO Stock Vintage Index week return | www.agdillon.com/index to see all 20 AG Dillon Pre-IPO Stock Vintage Indexes fact sheets (2005 to 2024) ** 2024 Vintage Index Constituents = SpaceX, OpenAI, Stripe, Databricks, Epic Games, Anthropic, Revolut, Anduril, Klarna, Rippling ** The AG Dillon Pre-IPO Stock Vintage Indexes deliver... - Superior risk-adjusted returns, lower downside risk - Liquidity in the first year of investment, full initial investment returned in 4.1 years - Day 1 portfolio holdings transparency - Exposure to venture capital’s “power law” - Lower risk profile realized over time (...2024 Vintage companies have valuations of $7b+, 2005 Vintage companies all below $1b valuation)
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Pre-IPO valuations are up 35% YTD through Q3, outperforming public markets. But where is this performance coming from? Positive gains in prices ascribed by secondary trades are not evenly distributed. Take a look at the YTD price performance of some of the top Unicorn companies that Caplight tracks: 🪙 Revolut, digital banking: Significant increase (185%) 💸 Stripe, fintech platform: Major growth (56%) 🤝 Rippling, HR software: Strong rise (74%) 🤖 OpenAI, AI research lab: Solid expansion (24%) 🕸️ ByteDance, social media giant: Moderate increase (14%) 🚀 SpaceX, aerospace tech: Moderate growth (14%) 📊 Databricks, data analytics: Slight improvement (2%) 🕹️ Epic Games, gaming company: Slight decline (-4%) 🤖 Anthropic, AI safety: Notable drop (-17%) 🏅 Fanatics, sports merchandise: Significant decrease (-28%) As we near the end of the year, a clear pricing bifurcation is emerging between those companies poised for IPOs and others facing uncertain futures. For more info on the themes driving pre-IPO secondary markets, find the link to our Q3 2024 Pre-IPO Market Update in the first comment. Shoutout to my teammates Rusty McDonough and Maui Simon for the thoughtful analysis. #preIPO #privatemarkets #venturecapital #VC #secondaries #tech #capitalmarkets
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