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 $2.07B 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; reportedly filed S1 confidentially on Feb 2
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 favorite food for delivery at the time and place of their choosing
Liquidity Watchlist
Prior to the recent transaction in April 2020, Airbnb had raised $4.4B in 11 rounds; the last round, Series F, in July 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; On April 6, 2020 the company received $2B of development capital from Silver Lake and Sixth Street Partners that involved warrants and debt financing; additionally, the company received $1B of debt financing in the form of a first-lien term loan from Silver Lakee, BlackRock and others valuing the company at $18 billion
Operates an online community marketplace for travel accommodations allowing users to both list and rent space from traditional or mobile platforms
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 $213.5M to date in 5 rounds; last round Series E for $50M in Nov 2018 at $1.5B post money valuation and $8.19 per share; led by Generation Investment Management, other investors included Benchmark Capital, Founders Fund, 8VC, Lead Edge Capital and WiL (World Innovation Lab); the company is reportedly preparing to launch an IPO via a direct listing
Developer of a task management software designed to help teams track their work; the company's software provides a web application to organize, track and communicate tasks such as marketing campaign and product launch, enabling businesses to stay in sync, hit deadlines and reach goals
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 $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 $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
Develops investment platform intended to help tech people to invest in the stock market
Liquidity Watchlist
Raised $653.5M to date in 8 rounds; the last post-valuation was $971.8M on June 2018; key investors include McKesson Ventures, Echo Health Ventures, Waterline Ventures, Westway Capital, Martin Ventures, Hanaco Venture Capital and Cito Ventures, among others
Provides telehealth services designed to improve patient outcomes; the company's platform connects consumers with board-certified healthcare professionals via video over web or mobile, enabling patients to access improved quality care anywhere they need
Liquidity Watchlist
Raised $1.4N to date in 7 rounds; the last round, Series G, in February 2020 for $478.8M at $12.4B post-valuation and $38.77/share; key investors include Dragoneer Investment Group, Salesforce Ventures, Madrona Venture Group, Sequoia Capital, Sutter Hill Ventures, Redpoint Ventures, Altimeter Capital Management, ICONIQ Capital and Wing Venture Capital, among others
Developes a SaaS-based cloud data warehousing platform designed to safely and efficiently store, transform and analyze business data; the company's platform includes data infrastructure for the cloud, with focus on big data, security and storage for bringing together all users, all data and all workloads in a single cloud service, enabling businesses to access data from any location
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 $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 $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 $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 $1.95B to date in 7 rounds (series F); last equity round Series F for $871M in Dec 2018 at $7.9B post money valuation. Key investors include Tiger Global Management, Coatue management, among others Valiant, Hironori Maeda
Provides on-demand goods delivery application designed to order and secure delivery of groceries from local stores
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 $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 $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 $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 $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 $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 $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
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