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 $2.97B to date in 11 rounds; last equity round of $232M was on Nov 1, 2021 for undisclosed valuation; the last disclosed post valuation (Series I) in March 2021 was $39B; Key investors include Andreessen, 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 $303M in debt and equity rounds; last equity of $2.53M in Sep. 2021 raised total raised to $303M at undisclosed post valuation; for reference, a failed merger deal in Jan 2019 valued the company at $750M; key investors include BoomStartup, Bridge Builder Ventures Group, CIBC, Celtic House Asia Partners, Section Partners, The Cambria Group, Vaidya Capital Partners, among others
Based in Canada, provides a social media management system designed to make connecting with customers faster, smarter and safer
Liquidity Watchlist
Raised $2.23B in 11 rounds; last round, Series H in March 2021 for $600M raised post-valuation to $95B 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 $3.5B to date in 8 rounds; last major round, Series H, of $1.6B in Aug 2021 and $36.4B pre-valuation ($38.0B 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 $3.9B through various equity and debt rounds; the last round (Series H) in Jun. 2021 raised $639M at $45.6B post-valuation; key investors included ADIT Ventures, Arctic Ventures, Digital Horizon, Elevation Capital, Honeycomb Asset Management, 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 $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 $228.36M to date in 6 rounds; last major round, Series F, of $37.6M in May 2021 at $7.53/share and $1.21B pre-valuation ($1.25B post money valuation); key investors across rounds include Goldman Sachs Group, SchindlerAM Ventures, Kleiner Perkins, Comcast Ventures, Cross Creek Advisors, Akkadian Ventures, Lightspeed Venture Partners, Sequoia Capital, Crosslink Capital, Premji Invest, ClearBridge, among others
Provides an open source distributed database management platform designed to power data management for cloud applications
Liquidity Watchlist
Raised $557.5M in 7 rounds; the last round was $268M (Series E in Aug. 2019 of $248M at $1.95B post-valuation and $13.83/share; and Series E1 of $20M in Mar 2021 at $2.42B post valuation and $15.60/share); key investors include ADS Ventures, BluePointe Ventures, Founders AI, Silver Lake, Geodesic Capital, Vika Ventures, 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 $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 $2.65B to date via equity rounds; last equity round (series G) raised $1.1B in Sep 2021 at a pre valuation of $23.9B (post at $25B) and $69.07/share. Key investors include Dragoneer Investment Group, General Atlantic, Sequoia Group, SoftBank Group, Tiger Global among others
Develops mobile banking and finance platform designed to offer banking services on the go. The company's platform sets aside a pre-determined amount of money in savings after a transaction and the company earns revenue from transaction fees paid by the merchant aligning company incentives, enabling users to avoid fees, save money and lead healthier financial lives
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 $4B (post at $4.2B) 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 $1.33B to date; last equity round (series F) raised $410M in Aug 2021 at a pre valuation of $9.59B (post at $10.0B) and $61.79/share. Key investors include Fidelity Investments, Andreessen Horowitz, Heartcore Capital, Raptor Group, Riverside Ventures, Sequoia Capital, Tencenty Holdings, among others
Operator of a social network platform designed for people to dive into anything through experiences built around their interests, hobbies and passions. The company's platform allows users to submit, vote and comment on content, stories and discussions about the topics in communities organized around their interests, enabling users to post content as well as remark and vote on the content posted by others
Liquidity Watchlist
Raised $832.8M in 10 rounds (Series H); the last round was $150.5M in Oct. 2020 at $9.00B post-valuation and $11.40/share; key investors included ADS Ventures, Baillie Gifford, Fabrica Ventures, Fidelity Management & Research, HighGear Ventures, Salesforce Venture, among others
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 $504M to date through various debt and equity rounds; last disclosed equity round in Feb 2021 raised $150M at an undisclosed valuation; for reference the company was valued at $1.6B in Aug 2015; key investors include Francisco Partners, Snow Fox Partners, Star Tech, 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; he 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 $1.10B to date via equity rounds; last equity round (series I) raised $500M in Sept 2021 at a pre valuation of $14.5B (post at $15.0B) and $550.62/share. Key investors include Dragoneer, Coatue, Fidelity, Franklin Templeton, Ben Jen Holdings, Bessemer Venture Partners, Index Ventures, Tiger Global, among others
Developer of an instant messaging and digital distribution platform designed to offer VoIP and texting services among friends or as part of gaming communities. The company's platform offers secure voice and text chat which works on both desktops and phones, helping to talk regularly with the people they care about, enabling gamers to chat while playing without affecting the gaming performance.
Liquidity Watchlist
Raised $293M to date in 5 rounds; last disclosed equity round, Series D, of $117M in Nov. 2017 at $7.30/share raised post-valuation to $2.3B ; key investors included Baillie Gifford, GreatPoint Ventures, Revolution, DNS Capital, among others
Developer of a predictive analytics platform designed to transform data into measurable business values. The company's platform collects and interprets sensor data and converts insights into action as well as integrates directly into the workflow, enabling clients to access actionable insights that make the industry reliable, productive, safe and secure
Liquidity Watchlist
Raised $926.50M to date in 7 rounds; last disclosed equity round, Series E, of $373.5M in Mar. 2021 at $23.55/share raised post-valuation to $3.67B ; key investors included 2B Global Capital, ADIT Ventures, ADS Ventures, Chamaeleon, Contrary Capital, Elevation Capital, Fabrica Ventures, Greylock Partners, among others
Developer of a data management platform designed to automate information across hybrid and multi-cloud environments. The company's platform offers instant recoveries, hands-free management, automated workflows, speedy backups in order to minimize data loss with natively integrated continuous data protection, enabling enterprises to achieve data control by driving business resiliency, cloud mobility and regulatory compliance
Liquidity Watchlist
Raised $1.05B in 6 rounds (Series E); last round in Mar 2021 of $1.05B raising post-valuation to $4.10B; key investors include ArrowMark Partners, DNS Capital, Eden Global, Elevation Capital, 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 $598.27M across 4 rounds; last Series C round in May 2015 for $512.6M at $4.5B post-valuation; key investors include Insight Partners, Founders Fund, Khosla Ventures, Andreessen Horowitz, TPG Growth, Fidelity Investments, Comcast Ventures, Sound Ventures, IVP, among others
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 $1.16B across 7 rounds; last Series F round in Jun 2020 of $535M at $2.76B post-valuation; key investors include Aberdare Ventures, FedEx, Flagship Pioneering, Lian Group, MicroVentures, Olive Tree Growth, Saltwater Capital, among others
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 $1.83B to date in 5 rounds; last disclosed equity round, Series E, of $800M in Mar. 2021 at $121.40/share raised post-valuation to $33B ; key investors included SoftBank Investment Advisors, Tiger Global Management, among others
Developer of a foreign exchange and money transferring application designed to promote financial cohesion across the communities in which they operate. The company's platform compares live exchange rates for multiple currencies, makes transfers directly to other bank accounts, tracks and optimizes monthly expenses and assists in buying and selling cryptocurrencies, thereby enabling customers to exchange money instantly across a secured environment
Liquidity Watchlist
Raised $6.69B to date in various rounds including equity, debt and grants; last disclosed late stage VC round in April 2021 of $1.16B and $270/share raised the total raised to $6.69B and post-valuation to $74.31B ; key investors included 1435 Capital, Alphabet, D1 Capital Partner, Das & Co., among others
The company designs and manufactures reusable space launch vehicles for the transport of cargo, humans and payloads into space with features including an attached trunk, a parachute system, multiple engines and oxygen-based propellants, enabling clients to experience and benefit from affordable spaceflights
Liquidity Watchlist
Raised $1.86B to date in 8 rounds; last disclosed equity round of $135M in Aug. 2021 raised post-valuation to $135M; key investors included Antenna Group, Lupa Systems, Sixth Street Partners, TCV, TPG, among others
The company publishes youth-focused, information on music, fashion, photo, travel, sports, news and technology via original programming, online video and OTT services with 25 offices around the world
Liquidity Watchlist
Raised $859.3M to date in 5 primary rounds; last disclosed equity round of $288M in Feb. 2021; key investors included The Wellington Group, Ben Jen Holdings and Aglaé Ventures in February 2021; Section Partners, BlackRock, Schonfeld Strategic Advisors, Alta Park Capital and ICONIQ Capital also participated in the round. An undisclosed investor sold a stake in the company for $250M in August 2021, putting the company's post valuation at $7.5B
The company develops web publishing, e-commerce, and open-source blogging platforms to make the web a better place, thereby enabling users to share stories and content irrespective of their income, gender, politics, language, and geography
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