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 $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 $906M to date in 7 rounds; last major round PE Growth of $225M in Sept. 2019 at $2.17B pre-valuation ($2.40B post money valuation); key investors include Founders Fund. Huron River Ventures, BluePointe Ventures, WP Global Partners, Fontinalis Partners, among others; the company confidentially filed for an initial public offering on February 7, 2019. Subsequently, the offering was postponed on October 8; the company is rumored to be in talks with Uber and DoorDash regarding a potential acquisition
Develops an on-demand delivery platform created to enhance delivery experience
Liquidity Watchlist
Raised $4.4B in 11 rounds; the last round, Series F, in Jul 2017 for $1.0B at $30.0B pre-valuation ($31B post-money valuation) and $105/share; key investors include Andreessen Horowitz, Fidelity, General Atlantic, Sequoia, GGV, among others; hired new CFO, Dave Stephenson, in place of Laurence Tosi, who left in Feb 2018; the company is planning to go public in 2020
Operates an online community marketplace for travel accommodations allowing users to both list and rent space from traditional or mobile platforms
Liquidity Watchlist
Raised $1.29B in 10 rounds; last round, Series G in Sept 2019 for $250M raised post-valuation to $35.25B 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 $225M to date in 2 equity rounds; last round, Series B, in Dec 2018 for $25M at $1.8B post-money valuation at $36.35/share; key investors include Nikon, Baidu, Ford and Hyundai Mobis
Manufacturer of autonomous vehicles LiDAR sensors in the United States
Liquidity Watchlist
Raised $1.52B to date in 7 rounds; last major round, Series G, of $575M in May 2019 and $3.43B pre-valuation ($4B 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
Provides an online food delivery platform intended to help users order restaurant meals. The company's platform optimizes food ordering and delivery by integrating web and mobile consumers with restaurant tablet-based point-of-sale order management terminals, enabling customers to order food across restaurants and get them delivered at their doorstep; based in the U.K.
Liquidity Watchlist
Raised $902M 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 $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 $160M in 6 rounds; the last private equity round in Jun 2015 raised $117M at $1.0B post-valuation; key investors include Baidu, Comcast Ventures, Groupe Arnault, Yahoo Japan, among others; In a recent development Taboola acquired Outbrain, its closest peer. Both companies are profitable and the combined company will strengthen its competitive position in its marketplace
Developer of a video content discovery platform designed to grow online customer traffic and base. The company's platform helps to retain users on their sites, monetize their traffic and distribute their content, enabling organizations to get idea about the choices of the audiences and thus deliver the required content
Liquidity Watchlist
Raised $521.2M in 7 equity rounds and a debt round of $200M in Aug 2018 ; last equity round in Mar 2019 for $150M raising post-valuation to $1B; key investors: Bain Capital, Fidelity, American Express
Provides an online website for renting dresses and accessories intended to revolutionize retail
Liquidity Watchlist
Raised $228.50M in 6 rounds; the last round, Series F, in Jul 2016 for $105.00M at $1.70B pre-valuation ($1.81B post-money valuation) and $9/share
Develops social media management platform (SMM) designed to provide digital transformation for enterprise businesses. The company's integrated platform for social media management allows brands to do marketing, advertising, care, sales, research and commerce
Liquidity Watchlist
Raised $2.42B in 8 rounds; last round Series H for $500M in May 2019 at $15.44/share and $4.3B pre-valuation ($4.8B post valuation); Hired former Goldman Sachs executive in April 2018 as the new CFO
SoFi is a leading marketplace lender and the #1 provider of student loan refinancing with over $4 billion loans originated to date
Liquidity Watchlist
Raised $1.09B in 12 rounds; the last private transaction in Aug 2017 raised $450M at $5.50B post-valuation; key investors include Permira, Sequoia Capital, Wellington, Northzone Ventures, Commonwealth Bank of Australia, Dragoneer Investment Group, IPGL, Merian Chrysalis Investment, IVP, HMI Capital, Första AP-fonden and BlackRock, and Snoop Dogg 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 $346M in 7 rounds; the last private transaction, Series G, in May 2019 raised $110M at $1.19B post-valuation; key investors include Battery Ventures, Tiger Global Management, Wing Venture, Franklin Templeton, among others
Provides a cloud based machine data analytics platform designed to deliver real-time continuous intelligence, from structured, semi-structured and unstructured data across the entire application lifecycle and stack
Liquidity Watchlist
Raised $320.7M in 9 rounds; the last private transaction, PE Growth/Expansion, in April 2019 raised $88M at $1.0B post-valuation; key investors included Cross Creek, Fidelity Investments, FleetCor Technologies and Franklin Templeton; company has fileed an S-1
Provides a cloud-based payment management platform designed to make it simple to connect and do business; the platform automates, streamlines and controls the payments process, saving more than 50 percent of the time typically spent, enabling business and finance professionals to consolidate and automate their payments processes for accounts payable, accounts receivable and cash flow management tasks
Liquidity Watchlist
Raised $22.74B to date; last equity round Series B2 in Feb 2018 for $264.8M, raising the post valuation to $57.6B; the company received $600M of corporate financing from Toyota Motor on July 25, 2019; rumored to be considering its IPO in the near term
Provides a mobile ride-hailing application designed to match customers with local drivers in China
Liquidity Watchlist
Raised $977 million to date in 4 rounds; the last round, Series D, in May 2019 for $568M at $7.1B post-valuation and $39.25/share; key investors include Accel, Sequoia Capital, and CapitalG
Developer of a robotic process automation software designed to deliver fast and reliable RPA that enhances business performance
Liquidity Watchlist
Raised $355 million to date in 5 rounds; the last round, Series D, in Mar 2019 for $100M at 1.09B post-valuation and $31.25/share; key investors include Wellington Mgmt., Omega Venture Partners, among others
Manufacturer and online retailer of bedding products intended to sell luxurious sleeping products
Liquidity Watchlist
Raised $2.75B to date in 12 rounds from 100 investors; last round Series K for $880M in Jan 2016 at $25B post money valuation; key investors include TJNS Capital, IT Ventures, FJ Labs, Seed-Resolute, MD Pham, Tamares Group, Nautilus Ventures, VSL Partners, Founders Equity Partners, Pokora Capital, among others
Developer of data fusion platform designed to integrate, visualize, secure and analyze information. The company's data fusion platform is designed to help human experts perform collaborative analysis of data at scale through machine-assisted analysis, enabling public institutions, private enterprises and the non-profit sectors to address the challenges of making sense of complex and diverse data
Liquidity Watchlist
Raised $461.1M in 6 rounds from 12 investors; last round was $100M in Aug 2018 at $1.30B post-valuation and $12.23/share; key investors included Tiger Global, Technology Crossover Ventures, among others
Actifio delivers copy data virtualization to global enterprise customers and service provider partners in more than 30 countries. Leading customers include IBM, Sungard, HBO, Netflix, Time Warner Cable, Government Agencies, among others
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 Tiger Global, Technology Crossover Ventures, 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 $2.07B to date in 8 rounds; last round Series G for $700M in Nov 2019 at $13B post money valuation; key investors include Dragoneer Investment Group, SoftBank Investment Advisers, NFX, Sequoia Capital, DST Global, Temasek Holdings, Coatue Management, Hercules Capital and T. Rowe Price among others
Develops food delivery application intended to provide on-demand food-ordering and delivery services; the company's application offers wide range restaurants and menus to select from for a single meal or large groups with features to schedule delivery and real-time order tracking, enabling users to easily and conveniently order their favourite food for delivery at the time and place of their choosing
Liquidity Watchlist
Raised $497M to date in 5 rounds; last round Series E for $250M in April 2019 at $27.30/share and $2.7B post money valuation; key investors include TCV, Tiger Global, Bessemer Venture Partners, G Squared, T. Rowe Price, Lead Edge Capital, among others
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 $862M to date in 5 equity rounds; last round, Series E, in Jul 2019 for $323M at $7.6B post-money valuation; key investors include Sequoia Capital, CapitalIG, DST Global, and New Enterprise Associates
Developer of an investment platform intended to help tech people to invest in the stock market
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
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