Send us Fan Mail

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.

Send us Fan Mail

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%

Send us Fan Mail

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.

Send us Fan Mail

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.

Send us Fan Mail

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 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.

Send us Fan Mail

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.

Send us Fan Mail

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

Send us Fan Mail

!!!! 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 weekly + YTD attribution in the video.

Send us Fan Mail

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 language translation platform, raised a $100m Series C to reach unicorn status.

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.

Send us Fan Mail

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.limehome.com), a digital first European hotel network, 246% valuation increase.
- Getaway (www.getaway.house), a nature-focused tiny house rental company, musters up a flat round.

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.