Venture Bytes, Our Monthly Newsletter Contains Liquidity Watchlist
The Liquidity Watchlist is a proprietary list of the top-25 private companies in the TMT space that are candidates for a liquidity event within the next 18 months. The companies are ranked based on a series of quantitative and qualitative factors from a pool of 325 companies.
Companies are included on the Liquidity Watchlist at the discretion of the author. There is no assurance that any company on the Liquidity Watchlist will have an exit within 18 months or ever.
Liquidity Watchlist
Raised $2.5B to date in 8 rounds (series H); last equity round Series H of $200M in Oct 2020 at $17.7B post money valuation. Key investors include Valiant Capital Partners, D1 Capital Partners, DST Global, General Catalyst, PV Seed Fund, Regah Ventures, The Spaventa Group, T. Rowe Price, among others
Provides on-demand goods delivery application designed to order and secure delivery of groceries from local stores
Liquidity Watchlist
Raised $1.1B to date in 6 equity rounds and 1 debt round of $200M in Jun 2020; last equity round Series F for $400M in Feb 2020 at $45.45/share and $4.9B post money valuation; key investors include TCV, Tiger Global, Bessemer Venture Partners, G Squared, T. Rowe Price, Lead Edge Capital, among others; company announced plans to exit via a SPAC merger
The company's cloud-based platform offers a point of sale (POS) system, online ordering and delivery management, quick menu modifications, real-time enterprise reporting, report and analytics as well as a kitchen display system, enabling restaurants to deliver better customer experience, retain employees' happiness and increase revenue
Liquidity Watchlist
Raised $481M to date; last equity round, Series F, in July 2020 raised $85M, raising the post valuation to $1.5B; last round investors were 75 and Sunny, DN Capital, Generation Investment Management, PayU, Stripes, Threshold Ventures
Developer of a mobile payment platform intended to send and
transfer money internationally. The company operates a mobile remittance
platform and its services include direct-to-bank deposits,
cash pick-up at global bank locations and home delivery of money,
enabling users to streamline the transfer of money
Liquidity Watchlist
Raised $897M to date in 6 rounds; last major round, Series F, of $400M in Oct 2019 and $5.80B pre-valuation ($6.20B post money valuation); key investors include Microsoft, Dragoneer Investment Group, New Enterprise Associates, Geodesic Capital, Green Bay Ventures, Coatue Management, Tiger Global Management, T. Rowe Price, BlackRock and Alkeon Capital Management, among others
Develops unified data analytics platform designed to make big analytics
data simple; the company's cloud and machine learning-based
platform offer data integration simplification, real-time exploration,
interactive notebooks, integrated workflows, full enterprise security
and deployment of production applications by unifying data science,
engineering and business, enabling data science teams to work with
improved usability, performance and security in an optimized runtime
Liquidity Watchlist
Raised $682.3M in 8 rounds; the last round was $200M in Oct. 2018 at $6.7B post-valuation and $14.89/share; key investors included Salesforce Ventures, Baillie Gifford, Fidelity Management
Develops information technology security systems designed to simplify
endpoint security and configuration compliance; the company's
security and systems management service empowers security
and IT operations teams to ask questions about the state of every
endpoint across the enterprise in plain English
Liquidity Watchlist
Raised $251M in 7 rounds; last round, Series F in Nov 2020 of $50M led by Tencent raised post-valuation to $3.3B and joined by Learn Capital Venture Partners; other investors in previous rounds included Benesse Holdings, Arctic Ventures, Newview Capital, Founders Circle, Norwest Venture Partners, among others
Operates a learning platform intended to connect students all over the world to the best instructors. The company's curated collection of top-rated business and technical courses gives students, companies, governments, and nonprofits the power to develop in-house expertise and satisfy employee's hunger for learning and development, enabling students to master new skills through self-paced, on-demand courses, while instructors have a way to share their knowledge with the world
Liquidity Watchlist
Raised $1.89B in 10 rounds; last round, Series G in April 2020 for $850M raised post-valuation to $36B key investors: General Catalyst Partners, Capital G, Sequoia Capital, Peter Thiel and Elon Musk
The company provides a suite of APIs to enable businesses to accept and manage online payments
Liquidity Watchlist
Raised $1.95B in 14 rounds; the last private transaction in Sep. 2020 raised $650M at $10B post-valuation; led by Silver Lake Management other investors included Bonnier, TCV, Northzone Ventures, Merian Chrysalis Investment, BlackRock, Government of Singapore Investment Corporation and HMI Capital, among others
Provides online payment services designed to make online shopping easy and seamless, and help the customers improve their average order value as well as conversion
Liquidity Watchlist
Raised $557.5M in 6 rounds; the last round was $248M in Aug. 2019 at $1.95B post-valuation and $13.83/share; key investors included Silver Lake, Geodesic Capital, Vika Ventures and Sapphire Ventures, among others
Develops next-generation enterprise analytics platform designed to easily analyze complex, large-scale enterprise data with an automatic, relational search engine
Liquidity Watchlist
Raised $191M to date in 5 rounds; last major round, Series E, of $106M in September 2014 at $7.18/share and $861M pre-valuation ($937M post money valuation); key investors include Kleiner Perkins, Comcast Ventures, Cross Creek Advisors, Akkadian Ventures, Lightspeed Venture Partners, Sequoia Capital, Crosslink Capital, Premji Invest, ClearBridge , among others; the company filed to go public on March 2, 2019
Provides an open source distributed database management platform designed to power data management for cloud applications
Liquidity Watchlist
Raised $381M in 7 rounds; last round Series F of $50M in March 2020 at $11.42/share and $1.70B pre-valuation ($1.75B post valuation); key investors include Abu Dhabi Catalyst Partners, T. Rowe Price. DTCP, Morgan Stanley Expansion Capital, BlackRock Private Equity Partners, IT Ventures, SV Angel, Queens Bridge Venture Partners, Khosla Ventures, Index Ventures (UK), Accel, Andreessen Horowitz, Mithril Capital Management, Wellington Management, The Goldman Sachs Group, Bezos Expeditions, Hartford Financial Services Group (Mutual Fund Business) and John Hancock Investments
Develops cloud-based security software designed to detect mobile threats and improve mobile security. The company's platform protects mobile phones from viruses, malware, spyware and has the ability to backup and restores data and tools to help locate lost or stolen phones by using machine intelligence, enabling users to secure their personal information and data that are stored in mobile devices from serious cyber-attacks
Liquidity Watchlist
Raised $666M to date in 4 equity rounds; last round, Series D, in Nov 2019 for $400M at $2.75B post-money valuation; key investors include CapitalG, Lone Pine Capital, Durable Capital Partners, Baillie Gifford, and Fidelity Management & Research among others
Provides on-demand shipment services designed to connect trucking companies with freight shippers; the company's services utilize a large network of independent trucking companies to match with shippers that need to move freight, enabling the shipping organizations to use relevant data and valuable insights to optimize supply chain performance
Liquidity Watchlist
Raised $1.51B to date via equity and debt rounds; last equity round (series G) raised $200M in Aug 2020 at a pre valuation of $5B (post at $5.2B) and $16.15/share. Key investors include Coatue Management, Aeon Family of Funds, TriplePoint Capital, Kyle Vogt, Rhea Fund, Tonino Belmonte, Light Street Investments, Temasek Holdings, Serena Ventures, Mirae Asset, Perseus and XN.
Producer of plant-based meat substitutes intended to combine natural ingredients into food products. The company's products are created using a combination of ingredients like fats, amino acids, and vitamins from plants that deliver the texture and taste of conventional beef, enabling consumers to get a healthy alternative for meat and dairy products.
Liquidity Watchlist
Raised $496M to date in 5 rounds; the last round (series E) was $250M in Jul. 2019 at $1.2B post-valuation and $5.07/share; key investors in various rounds include SK Group, DA Investments Company, GV, BMW i Ventures, Liberty Mutual Strategic Ventures, Sumitomo Corporation of Americas, American Express Ventures, 137 Ventures, G Squared, Founders Circle Capital, August Capital, Shasta Ventures, Canaan Partners, Trinity Ventures, Kleiner Perkins.
Developer of a peer-to-peer car-sharing platform designed to help people book a car from local car owners. The company's platform lets private car owners share their vehicles via an online and mobile interface with the feature of GPS monitoring, remote unlocking and smart card entry, enabling owners to earn extra money while not using it.
Liquidity Watchlist
Raised $332M to date in 8 rounds, including 3 debt rounds; last disclosed equity round, Series D, for $130M in Aug. 2015 at $28.22/share and $1.7B pre-valuation ($1.8B post money valuation); key investors included Atomico and Baillie Gifford, Khosla Ventures, Founders Fund, Manhattan Venture Partners, DST Global, eBrands.vc, Teamworthy Ventures, Open Field Capital, Torch Capital and Blue {Seed} Collective; the most recent round was a debt round of $30M in Dec. 2019
Provider of an online digital health platform intended to find physicians and schedule appointments; the company's platform assist users to book doctors' and dentists' appointments instantly, make informed choices with verified reviews and stay informed about checkups with tailored reminders, enabling patients to get an accessible, simple and better healthcare experience
Liquidity Watchlist
Raised $975M in equity rounds; the last round Series E was an equity round of $150M in Oct. 2019 led by Tencent Holdings, raising the post valuation to $4.5B
Operator of an online English language learning platform designed to provide
international learning experiences to Chinese children. The company's
online learning platform matches Chinese students with North American
teachers to offer an American elementary school experience online, enabling
Chinese students to learn English from the comfort of their homes.
Liquidity Watchlist
Raised $8.7B in equity and debt rounds; last round, Series F in Jan 2021 of $2.7B raised post-valuation to $27.6B key investors: T. Rowe Price. Amazon.com, Third Point Ventures, Coatue Management, Fidelity Management & Research, and D1 Capital Partner
Manufacturer of autonomous electric vehicles intended to offer comfortable and eco-friendly drive experience. The company's vehicles come with high power motors, durable 180 KWh battery, level 3 autonomy and have drive units, battery pack, suspension system, brakes and cooling system all below wheel height for more storage space and greater stability, enabling travelers to buy all-electric adventurous vehicles.
Liquidity Watchlist
Raised $235M in debt and equity rounds; the last round was an equity round of $200M in Oct. 2020 led by L Catterton and Pamplona Capital Management, raising the post valuation to $7B
Develops, manufactures and distributes connected fitness equipment and software; the company manufactures and distributes a range of cardiovascular and strength training products along with connected fitness membership services to individuals and fitness centers
Liquidity Watchlist
Raised $708M in debt and equity rounds; the last round was an equity round of $115M in Jan 20201 was led by Pamplona Capital Management for undisclosed post valuation; the previous round in May 2019 raised the post valuation to $1.5B
Provider of a technology platform intended to be focused on corporate
Ground Transportation Management (GTM). The company's
cloud-based software aggregates existing transportation providers
onto a single platform, it also expands its client's coverage by connecting
them to a grid of transportation providers globally, it organizes
corporate fleet, ride-hailing, taxi, and limo providers, enabling
businesses to manage all of their ground transportation spend,
thereby, optimizing the entire employee experience
Liquidity Watchlist
Raised $426M in 5 rounds; the last round was $268M in Sept. 2019 at $2.75B post-valuation; key investors included ICONIQ Capital, Goldman Sachs Group, Y Combinator, Blackrock, Tiger, Coatue, among others
Develops an open-source, code-collaboration platform designed to
unify issues, code review, CI, and CD into a single UI. The company's
open-source, code-collaboration platform offers git repository
management, code reviews, issue tracking, wikis, and more, along
with continuous integration and deployment tools, enabling users
to create, review and deploy codes
Liquidity Watchlist
Raised $572M in 5 rounds (Series E); last round in Jun 2018 for $392M raising post-valuation to $1.59B; key investors: IVP, Cross Creek Advisors, Venrock, In-Q-Tel, Wellington Management, Credit Suisse, Vikram Pandit, and Point 72 Ventures, among others
Provides real-time AI platform designed to discover critical breaking information from publicly available data sets and delivers real-time alerts
Liquidity Watchlist
Raised $661M in 5 rounds; last round, Series E in April 2020 of $250M raised post-valuation to $2.5B; key investors: Greenspring Associates, Wing Venture Capital, Foundation Capital and DFJ Growth; Cisco Investments alongside 10 other investors also participated in the round
Develops a web-scale platform designed to simplify the way companies protect, manage and extract value from their data. The company's platform provides distributed storage and consolidates all secondary data and associated management functions on one unified system, enabling enterprises to eliminate mass data fragmentation with ease
Liquidity Watchlist
Raised $697M in 6 rounds; the last round was $267M in Nov. 2020 at $3.0B post-valuation and $4.86/share; key investors Tiger Global Management, Qualcomm Ventures, Insight Partners, Third Point Ventures, and Sequoia Capital, among others
Provides an online and mobile C2C marketplace app for people to buy and sell electronics, furniture, and cars
Liquidity Watchlist
Raised $583.6M across 7 rounds; last Series C round in May 2015 for $500M at $4.5B post-valuation; key investors: Insight Partners, Founders Fund, Khosla Ventures, Andreessen Horowitz, TPG Growth, Fidelity Investments, Comcast Ventures, and Sound Ventures.
SaaS cloud-based human resources platform helping SMEs empower their workforce, manage change, and stay compliant. Offers HR, Benefits, Payroll, and Performance apps along with advisory services and tightly integrated partner apps
Liquidity Watchlist
Raised $350.2M across 6 rounds; last Series E round in Mar 2020 for $175M at $5.1B post-valuation; key investors: Franklin Templeton, Mayfield Fund, True Ventures, T. Rowe Price, Redpoint Ventures, GGV Capital, Institutional Venture Partners, and Geodesic Capital.
HashiCorp is an open-source software company. Provides open source tools and commercial products that enable developers, operators and security professionals to provision, secure, run and connects distributed application infrastructure.
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