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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, revenue model overview

AG Dillon & Co venture capital funds...
- AG Dillon SpaceX Pre-IPO Stock Fund = https://agdillon.com/spacex/
- AG Dillon Pre-IPO Equity Fund (top 15 pre-IPO stocks) = https://www.agdillon.com/agdillon_vcfund

Financial advisors and institutions may register for the live weekly webinar here www.agdillon.com/webinar.

Subscribe to AG Dillon & Co Research here...
Youtube = https://www.youtube.com/channel/UCSpr...
Apple Podcasts = https://podcasts.apple.com/us/podcast...
Spotify Podcasts = https://open.spotify.com/show/2ryF1V6...

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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 with Microsoft. $29b valuation. The company's non-profit to for-profit back to non-profit?

Participant bios...
- Daniel Jassy, Chroma Ventures - General Partner = https://www.linkedin.com/in/dannyjassy/
- Donald Nitti, Social Leverage - Venture Partner = www.linkedin.com/in/donald-nitti-392a00216
- Clint Sorenson CFA, CMT, WealthShield, LLC - CIO = www.linkedin.com/in/csorensoncfacmt
- Aaron Dillon, AG Dillon & Co - Managing Director = www.linkedin.com/in/aarondillonnyc

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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 quarterly vintage indexes
- Reconstitution of AG Dillon Pre-IPO Equity Secondary Investable Market Index
- Canva company spotlight
- Autonomous driving emerging technology spotlight

View full video here = https://youtu.be/mZdVx2z8TZg

Register for the live weekly webinar here www.agdillon.com/webinar.

www.agdillon.com/agdillon_vcfund for more on AG Dillon & Co venture capital funds.

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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 bios...
- Nick Fusco, ApeVue - CEO = www.linkedin.com/in/nickfusco
- Don Nitti, Social Leverage - Venture Partner = www.linkedin.com/in/donald-nitti-392a00216
- Clint Sorenson, WealthShield - CIO = www.linkedin.com/in/csorensoncfacmt
- Aaron Dillon, AG Dillon & Co - Managing Director = www.linkedin.com/in/aarondillonnyc

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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 spotlight = Stripe
- Emerging tech spotlight = brain computer interface (Nueralink)
- End with Q&A = Do you think we’ll see more internal valuation decreases in 2023? and Do you think that pre-IPO companies will need to raise fresh capital in 2023?

Watch the video of webinar here = https://lnkd.in/eZpKcfuT

Advisors, family offices, and institutions register for live weekly webinar here = www.agdillon.com/webinar .

www.agdillon.com/research for more pre-IPO research.

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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 solution for businesses, raised $12m at a $63m valuation; a 91% increase over its seed round in Dec 2021, 13 months ago.
- Additional raises from Pallidus, Inc. ($74m Series E), Tic:Toc (not that one | $50m Series D), Aro Biotherapeutics ($24m Series B)

Advisors, family offices, and institutions register for live weekly webinar here = www.agdillon.com/webinar .

www.agdillon.com/research for more pre-IPO research.

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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 do you find most attractive?

Visit www.agdillon.com/webinar-replay to view the webinar slides. Register for the webinar here www.agdillon.com/webinar.

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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%

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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 technology company, raised a $200m Series C at a $2.0b valuation; a 96% increase from its $1.0b valuation Series B in Nov 2021, 14 months ago.
- Runway (www.runwayml.com), an AI graphic design and video company, raised a $50m Series C at a $500m valuation; a 150% increase from its $200m valuation Series B in Dec 2021, 13 months ago. 

Aaron Dillon is the general partner of the AG Dillon Pre-IPO Equity Venture Capital Fund. AG Dillon & Co is a venture capital asset manager and publisher of the AG Dillon Pre-IPO Indexes.

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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.