Send us a text EPISODE #9 - This Week in Pre-IPO Stocks Podcast - Mar 9, 2023 | Fusco, Sorenson, Nero, Dillon Don Nitti was unable to join us this week. 02:14 | Shein raising at $60b valuation, US IPO in late 2023 - Shein is an online clothing company - moved headquarters from China to Singapore, now developed market company - 74.7 million active shoppers, 13.7 million are based in the US ... only sells its clothing outside China - $22.7b in 2022 revenue - Shein last raised $1.0b in Oct 2022 at ...
Mar 10, 2023•37 min•Ep. 33
Send us a text EPISODE #8 - This Week in Pre-IPO Stocks Podcast - Mar 2, 2023 | Fusco, Nitti, Jassy, Dillon Clint Sorenson is on holiday this week. 01:20 | NFT exchange Blur is eating OpenSea's lunch - Blur offers 0% commission NFT trading - In February, nearly 80% of global NFT trading was taking place on Blur. - OpenSea has responded by going to 0% commission for a temporary basis. - These companies are making no revenue but Blur raised an $11 million seed round early last year from Paradigm. ...
Mar 04, 2023•29 min•Ep. 32
Send us a text Pre-IPO Stock Market Update - Feb 24, 2023 00:34 | Epic Games releases 2022 Unreal Engine trends; 23% monthly growth, over 50% of next-gen games, 500 film/TV projects, 2.6 million MetaHumans created, over 40 million Quixel assets downloaded 03:06 | Canva launches Canva for Campus 04:08 | OpenSea and Blur go to 0% commissions for NFT transactions 05:30 | Big cap raises from Fadu, FreshToHome, Tome, Reveleer, Kratos Studios 07:08 | Pre-IPO stocks were down for the week at 1.03%. S&a...
Mar 04, 2023•11 min•Ep. 31
Send us a text Pre-IPO Stock Market Update - Feb 17, 2023 00:34 | Foursquare to let RSUs expire worthless, employees of private tech companies should consider selling shares in pre-IPO stock secondary market to diversify 02:20 | Starlink price increase, potential $1.0 trillion valuation for SpaceX? 04:24 | Klarna posts 71% US sales growth, other solid metrics 05:57 | Two new decacorns this week; Zeekr, PhonePe. Big raises from Via, DaSolar, Ocrolus. 07:08 | Pre-IPO stocks were up for the week at...
Feb 24, 2023•11 min•Ep. 30
Send us a text EPISODE #7 - This Week in Pre-IPO Stocks Podcast - Feb 17, 2023 | Fusco, Sorenson, Dillon Don Nitti took the week off. He'll be back with us next week. 01:00 | Bytedance is the largest pre-IPO stock by valuation globally. - Bytedance is the parent company of TikTok and several other products (mostly in China). - $61.7b in 2022 revenue. - 2.0 billion users globally. - Bytedance is up 20.5% since last primary round in Dec 2020, $180b valuation. - Current valuation of $216b based on ...
Feb 18, 2023•39 min•Ep. 29
Send us a text Pre-IPO Stock Market Update - Feb 10, 2023 00:31 | Stripe burns $500m in 2022 vs +$400m cash gain in 2021 02:01 | Reddit rumored to IPO in second half of 2023 02:43 | Instacart announced Instacart Business to build on Staples and Office Depot partnerships 03:48 | Two new unicorns this week; The Bank of London and Atmosphere. Big raises from Trusting Social, Acceldata, and Arrcus too. 04:41 | Pre-IPO stocks were down for the week at 0.80%. S&P 500 was down 1.06% and S&P 500...
Feb 17, 2023•9 min•Ep. 28
Send us a text EPISODE #6 - This Week in Pre-IPO Stocks Podcast - Feb 10, 2023 | Fusco, Nitti, Sorenson, Dillon 01:17 | OpenAI "capped-profit" business model, stocks have good returns just because they have "AI" in their name, Microsoft and Amex AI-powered expense report solution, AI is everywhere, our favorite AI use cases, AI can drive offshored jobs back to the US 10:21 | Kraken is fined by SEC and shuts down staking product, we have Kraken at a $3.1b valuation, Coinbase is really the only cr...
Feb 11, 2023•36 min•Ep. 27
Send us a text Pre-IPO Stock Market Update - Feb 3, 2023 00:36 | OpenAI + Microsoft integration real life use cases for Bing search and Edge web browser 03:59 | Stripe, Instacart, Epic Games, Chime to IPO? 05:35 | Two new unicorns this week; Colossal Labs and ONE ... Paris Hilton is an investor in Colossal Labs so it has to be a winner! 06:34 | Pre-IPO secondary stocks down -0.57% for the week vs 1.64% for the S&P 500 and 1.50% for the S&P 500 Growth 07:20 | Revolut spotlight; $17.8b cur...
Feb 10, 2023•10 min•Ep. 26
Send us a text EPISODE #5 - This Week in Pre-IPO Stocks Podcast - Feb 2, 2023 | Fusco, Nitti, Sorenson, Dillon 2:50 | Stripe $3.0b capital raise for "employee liquidity program" 11:16 | Pre-IPO stocks year to date underperformance vs public tech stocks 16:33 | Layoffs, valuation resets = more focus, better business results = better pre-IPO stock returns going forward? Subscribe to the podcast... Youtube = https://www.youtube.com/channel/UCSpr_9yjBA7dhqnQexSu7LA Apple Podcasts = https://podcasts....
Feb 03, 2023•30 min•Ep. 25
Send us a text Pre-IPO Stock Market Update - Jan 27, 2023 00:35 | Stripe raising $3.0b at a $50b to $60b valuation to meet employee liquidity needs 03:34 | Brex's startup report; expense management trends, ad spend trends, startup geographic location trends 05:29 | Forge Q4 2022 trends analysis; pre-IPO stocks that are $10b+ valuation paired with under 10 yr age is sweet spot for investors, IOI and bid/ask dynamics 07:52 | Large capital raises for the week; QuickNode, Reaction Engines, Edgard &a...
Feb 02, 2023•17 min•Ep. 24
Send us a text EPISODE #4 - This Week in Pre-IPO Stocks Podcast - Jan 26, 2023 | Fusco, Nitti, Dillon Our guy, Clint Sorenson, is out on holiday this week. Miss you buddy! 1:11 | Deel crushes its 2022 metrics and three new products launch 8:19 | SpaceX's new rocket, Starship, complete "wet dress rehearsal" 11:59 | Amazon and Stripe deepen relationship on payments processing and cloud Subscribe to the podcast... Youtube = https://www.youtube.com/channel/UCSpr... Apple Podcasts = https://podcasts....
Feb 02, 2023•11 min•Ep. 23
Send us a text Pre-IPO Stock Market Update - Jan 20, 2023 00:34 | SpaceX's successful "wet dress rehearsal" for Starship 01:44 | Deel's 2022 metrics and three new products launched 02:58 | Stripe's increases payment processing biz with Amazon, increases use of AWS 04:35 | Large capital raises for the week; Vannevar Labs, Outrider, ADARx Pharma, Binske, SetPoint Medical 07:00 | Pre-IPO stock market performance for the week; -1.40% for pre-IPO stocks vs -0.67% for the S&P 500 and +0.13% for S&...
Jan 26, 2023•11 min•Ep. 22
Send us a text EPISODE #3 - This Week in Pre-IPO Stocks Podcast - Jan 19, 2023 | Fusco, Nitti, Sorenson, Dillon Full video here = https://youtu.be/h865tieVzPo 1:20 | Discord buys Gas App 3:26 | Discord current valuation 8:40 | Revolut and Chime offer high interest checking accounts 15:50 | Revolut and Chime total customer counts 18:11 | US is Klarna largest market by revenue, thoughts on buy now pay later 18:37 | Klarna's current valuation Subscribe to AG Dillon & Co Research here... Youtube...
Jan 20, 2023•30 min•Ep. 21
Send us a text Pre-IPO Stock Market Update - Jan 13, 2023 00:42 | Discord buys Gas App, the complement app for teens 02:00 | Instacart rolls out 2023 plans 03:59 | Revolut to finalize UK bank license submission 06:03 | Large capital raises for the week; Enpal, Chronosphere, Carbon Health, Oxbotica, Huler 08:37 | Pre-IPO stock market performance for the week; trailing returns, growth of $10k, big winners/losers 10:07 | Checkout.com spotlight; valuation, company description, revenue, investors, re...
Jan 19, 2023•13 min0
Send us a text EPISODE 2 - This Week in Pre-IPO Stocks Podcast - Jan 12, 2023 | Jassy, Nitti, Sorenson, Dillon Full video here = https://youtu.be/GGEyVjYXwdc Our boy Nick Fusco was skiing in Austria this week. Daniel Jassy as guest. 2:17 | SpaceX is raising capital at $137b. Is the valuation justified? 9:00 | Rumors of Starlink spinning our of SpaceX and going public. Valuation, monopoly. Musk says Starlink has potential for $30b in annual revenue. 20:28 | OpenAI 's ChatGPT's potential $10b deal...
Jan 13, 2023•35 min•Ep. 19
Send us a text Pre-IPO Stock Market Update - Jan 06, 2023 Topics include; - Canva launches new products; Canva Docs + Magic Write - 409A (internal) valuation updates from Stripe, Checkout.com, Instacart, Databricks - Capital raises from Asimov, Synthekine, ChartHop, Immune-Onc Therapeutics, Ensoma - 40+ new indexes published ... AG Dillon Pre-IPO Equity Vintage Indexes - Exits from Magic Leap, Evernote, FTX (bankrupt) - Quarterly update of AG Dillon Pre-IPO Equity Index; average of last 40 quart...
Jan 12, 2023•22 min•Ep. 18
Send us a text PRE-IPO STOCK INSIGHTS - WEEK OF JAN 05, 2023 2:30 | Fidelity marks down private Twitter stock by 56%. 14:00 | Secure Act 2.0 to give lower income Americans $1,000 match in IRAs starting 2027. 108 million Americans, or 30% of the entire population, estimated to be impacted. 20:40 | Meta and Epic Games's Unreal Engine, along with other metaverse related startups, are leading the charge in photorealistic avatars which stand to disrupt several incumbent public companies. Participant ...
Jan 06, 2023•33 min0
Send us a text WEBINAR REPLAY | Pre-IPO Market Update for 30 Dec 2022 Webinar covers... - Big company news for last week; Instacart , Gopuff , Plaid - Large capital raises for last week; Stark Future SL ($53m Series A), Forum Mobility ($12m Series A), Pallidus, Inc. ($74m Series E), Tic:Toc (not that one | $50m Series D), Aro Biotherapeutics ($24m Series B) - Individual pre-IPO company stock performance update; pre-IPO stocks underperformed the S&P 500 by 30%+ in 2022 - Pre-IPO company spotl...
Jan 05, 2023•23 min•Ep. 16
Send us a text PRE-IPO STOCK NEWS FOR WEEK OF 30 DEC 2022 | Instacart, Plaid, Stark Future Large company news... - Instacart cuts internal valuation by 74% from last primary financing round to $10b - Gopuff partners with Openbay for driver auto benefits - Plaid lays off 20% of staff in early Dec Large capital raises... - Stark Future SL, an electric motorcycle company, raised a $53m Series A at a $510m post money valuation. - Forum Mobility, a subscription based electric commercial truck solutio...
Jan 04, 2023•5 min•Ep. 15
Send us a text FULL YEAR 2022 PRE-IPO STOCK REVIEW This is audio ripped from the webinar presentation held on Dec 29, 2022. See webinar replay information below. Topics in this podcast include; - Top 10 companies by valuation beginning and end of 2022 - YTD returns for notable pre-IPO companies - Focus on companies with positive returns - Top 10 fund raises - Top 10 exits - Q&A; Do you think IPO activity will start again in 2023? Is now a good time to buy pre-IPO stocks? What pre-IPO stocks ...
Dec 29, 2022•22 min•Ep. 14
Send us a text PRE-IPO PRICES ARE IN FOR WEEK ENDING 09 DEC 2022. Pre-IPO stocks were down 0.55% last week compared to -3.77% for the S&P 500 and -4.06% for the S&P 500 Growth. Notables: - Klarna, the buy now pay later fintech, put up a big number last week, up 9.14% - Databricks, the data analytics shop, posted a positive 3.33% return last week too - Four pre-IPO were materially down for the week; Carta -2.24%, Stripe -3.94%, Discord -5.01%, and Revolut -7.95%...
Dec 16, 2022•4 min•Ep. 13
Send us a text Pre-IPO news for the week of Dec 09, 2022. Large pre-IPO company news; - Checkout.com (www.checkout.com) strikes product partnership with British retail giant Sainsbury. - Instacart (www.instacart.com) launched FSA and HSA product search feature. - Databricks (www.databricks.com) gets approval to sell US government agencies. - Getir (www.getir.com) buys Gorillas (www.gorillas.io) in all stock deal. Capital raise highlights for the week; - Drata (www.drata.com), a compliance techno...
Dec 12, 2022•4 min•Ep. 12
Send us a text PRE-IPO PRICES ARE IN FOR WEEK ENDING 02 DEC 2022. OpenSea, a NFT exchange, got crushed this week. That's it ... Pre-IPO stocks were down 3.81% for the week vs the S&P 500 up 1.14% and S&P 500 Growth up 1.75%. The quarter to date and year to date numbers are similar. OpenSea was down 51% just last week alone. Ouch.
Dec 09, 2022•3 min•Ep. 11
Send us a text Pre-IPO news for the week of Dec 02, 2022. Large pre-IPO company news; - SpaceX launches new product, Starshield. - Stripe offers fiat-to-crypto payments. - Canva delivers text-to-image AI solution. Capital raise highlights for the week; - Anduril (www.anduril.com), an AI national security tech company, posts a $8.5b valuation. - Locus Robotics (www.locusrobotics.com), an autonomous warehouse robot company, raised $117m at a $2.0b valuation . Aaron Dillon is the general partner of...
Dec 06, 2022•6 min•Ep. 10
Send us a text PRE-IPO PRICES ARE IN FOR WEEK ENDING 25 NOV 2022. A big week for Klarna. SpaceX continues to rip. But overall, pre-IPO stocks underperformed the S&P 500 last week. Pre-IPO stocks were down 46bps last week compared to the S&P 500 up 1.6% and S&P 500 Growth up 1.1%. Historical periods do not look much better. The S&P is having a great quarter up 12.7% but pre-IPO stocks are still lagging down 1.9% quarter to date....
Dec 01, 2022•3 min•Ep. 9
Send us a text Pre-IPO news for the week of Nov 25, 2022. Large pre-IPO company news; - Discord priming for a early 2023 IPO? - Plaid launches new product, Signal, to increase settlement time and reduce fraud for ACH Capital raise highlights for the week; - WeLab Holdings (www.welab.co), a personal loan provider, posts a $2.0b valuation. - Novo (www.novo.co), a business checking account provider, increases valuation by 661% to $845m. Aaron Dillon is the general partner of the AG Dillon Pre-IPO E...
Nov 30, 2022•5 min•Ep. 8
Send us a text !!!! PRE-IPO PRICES ARE IN !!!! Pre-IPO stocks were down 0.06% compared to the S&P 500 down 0.60% and the S&P 500 Growth down 1.28%. Pre-IPO stocks are still underperforming MTD, QTD, and YTD too. Brex had a great week up 24%. Massive. Brex offers corporate credit cards to new businesses. Elon Musk’s SpaceX was up 2.6% for the week too. More on SpaceX in a minute. Airtable was down 9.7%, Discord was down 5.0%, Flexport down 5.0%. Comments on Opensea, growth of $10k, and we...
Nov 24, 2022•3 min•Ep. 7
Send us a text Pre-IPO news for the week of Nov 18, 2022. Large pre-IPO company news; - Miro users skyrocket to 40 million. - Devoted Health increases state coverage by 160%. - Gopuff launches three new products. Capital raise highlights for the week; - Astera Labs (www.asteralabs.com), a semiconductor company, posts a massive $3.2b valuation. - Maven (www.mavenclinic.com), a digital health platform for women/families, raised a $90m Series E at a $1.4b valuation - DeepL (www.deepl.com), an AI la...
Nov 22, 2022•5 min•Ep. 6
Send us a text Pre-IPO news for the week of Nov 11, 2022. Last weeks secondary market index performance coming out tomorrow. Large pre-IPO company news; - FTX and BlockFi file for bankruptcy. - Revolut is profitable and launches messaging feature, Revolut Chat. - Epic Games releases Unreal Engine 5.1. - Chime lays off 12% of staff. Capital raise highlights for the week; - Xanadu (www.xanadu.ai), an AI cloud based quantum computer company, posts a unicorn valuation of $1.0b. - Limehome (www.limeh...
Nov 16, 2022•7 min
Send us a text Pre-IPO news for the week of Nov 4, 2022. Pre-IPO stocks were down 1.65% for the week, per the AG Dillon SIM Index , outperforming S&P 500 at -3.25% and S&P 500 Growth at -5.67%. Brex was down just under 13%, Databricks down 7%. Carta and Chime were both down 4% too. Stripe was up nearly 5%, Revolut was up 3.7%, and Flexport and Discord both up around 1.5%. Pre-IPO stock were down 2.02% for the month of Oct vs the S&P 500 up 8.1% and S&P 500 Growth up 4.4%. Large p...
Nov 09, 2022•6 min•Ep. 4
