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 $525.3M to date; last equity round Series E in Oct. 2018 for $300M, raising the post valuation to $8.0B; led by Tiger Global Management other investors included FundersClub, Migration Capital, Reform Ventures, Quantum Global Partners, Acrew Capital, #adm Ventures, Starchain Capital, Next Ventures, Serena Ventures, Andreessen Horowitz, among others
Developer of a digital currency platform designed to create an open financial system for merchants and consumers; the company's platform provides a series of merchant payment processing systems and tools that aid many trafficked websites on the internet, enabling merchants, consumers and traders to create their own cryptocurrency wallets and start buying or selling cryptocurrency by connecting with their bank accounts
Liquidity Watchlist
Raised $2.17B to date in 8 equity rounds; last round, Series G, in Sep. 2020 for $660M at $11.7B post-money valuation; key investors included Andreessen Horowitz, Ribbit Capital, and DST Global, Sequoia Capital, 9Yards Capital, Founders Circle Capital, Redalpine Venture Partners, Sung Capital Partners, and D1 Capital Partners, among others
Develops investment platform intended to help tech people to invest in the stock market
Liquidity Watchlist
Raised $977M 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 $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 $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 $10.5B to date in 10 rounds; last major round, Series J, of $200M in Aug. 2020 for an undisclosed post valuation; the last disclosed post valuation was $14.9B in Oct. 2019; the company was reportedly seeking $3 billion of financing from corp investor Alibaba Group as of September 14, 2020 (still pending); other investors in various rounds include STIC Investments, Man Capital, DA Value Investment, Mitsubishi UFJ Financial Group, among others
Develops an on-demand ride-hailing platform designed to offer booking services for taxis, private cars, and motorbikes. The company's platform offers a location-based application that matches passengers with the closest available driver, enabling users to have access to a wide variety of convenient and comfortable personal transportation services
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 $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 $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 $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
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 $455.9M in 5 rounds; the last private transaction, Series E, in April 2020 raised $250M at $4.50B post-valuation; key investors include Coatue Management, Index Ventures, Sequoia Capital, Altimeter Capital Management, Troy Capital Partners and Franklin Templeton Investments , among others
Provides an open-source technology that acts as a real-time, fault-tolerant and highly scalable messaging system, enabling companies to move data from isolated systems into a real-time data pipeline where they can act on it immediately
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, QueensBridge 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 $630M in 6 rounds (Series F); last round in May 2020 for $400M raising post-valuation to $5.4B; key investors: Dragoneer Investment Group, Warburg Pincus, General Atlantic, Andreessen Horowitz, General Catalyst, Tiger Global Management, AllianceBernstein, Franklin Templeton Investments United Kingdom, and Sands Capital Management
Developer of internet of things-based sensors and cameras designed to increase the efficiency, safety and sustainability of the operations that power the economy; the company's suite of technology includes vehicle telematics, driver safety, mobile workflow and compliance, asset tracking, and industrial process controls all in an integrated, open, real-time platform, enabling businesses to improve the safety and quality of business operations in a hassle-free manner
Liquidity Watchlist
Raised $463.3M to date in 7 rounds; the last round, Series F, in July 2020 of $130M at $2.6B post-valuation and $17/share; key investors include NEA, Times Bridge, Ben Jen Holdings, G Squared, and Australia Future Fund, among others
Develops an online education and learning platform designed to offer courses to empower learners around the world. The company's platform offers online courses that include recorded video lectures, auto-graded and peer-reviewed assignments as well as community discussion forums, enabling learners to choose from a variety of courses in areas like business, computer science, data science and public health to achieve their career, educational and personal enrichment goals
Liquidity Watchlist
Raised $500M to date in 7 rounds; the last round, Series G, in Nov 2019 of $500M at $6.5B post-valuation and $154.27/share; key investors include SoftBank Group, SoftBank Investment Advisers and Dragoneer Investment Group, Alumni Ventures Group, Canada Pension Plan Investment Board, Asland Capital Partners, and Qatar Investment Authority
Develops a real estate platform designed to support the entire buying and selling workflow. The company's platform reduces the friction and frustration associated with selling, buying, or renting a property by providing real estate agents with a set of tools to increase efficiency and sales volume for timely listings, enabling users to search for apartments, schedule visits, and apply for properties
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 $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 $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
Develops an automated cybersecurity software designed to protect devices and servers against malware and threats; the company's cloud-based software helps in delivering autonomous security for the endpoint, data centre and cloud environments to help organizations secure their assets with speed and simplicity, unifies the detection, prevention and remediation of threats initiated by nation-states and organized crime in a single platform powered by artificial intelligence, enabling organizations to detect malicious behavior across multiple vectors, rapidly eliminate threats with a fully-automated integrated response and adapt their defenses against the advanced cyber attacks
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 $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 $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 $397.5M 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 $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
Provides an open-source, code-collaboration platform designed to unify issues, code review, CI and CD into a single UI
Liquidity Watchlist
Raised $4.03B including the last round Series H of $546M in Sept 2019 at $9.0B post-valuation; investors in the company include Softbank Alpha Venture Partners, Primary Venture Partners, Maverick Ventures (San Francisco), SoftBank Capital, Evolution Corporate Advisors, Pumori Capital, Toba Capital, Crocker Ventures, Beall Investment Partners, IMM Investment and Tekton Ventures
Operates an e-commerce marketplace in Korea. The company's platform offers a diverse selection of merchandise including baby products, fashion, beauty products, consumables and tickets for travel and cultural events, enabling vendors to reach a large number of consumers
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