E123: Revolut seeks $33b valuation, +53% vs secondary mrkt levels;

This Week in Pre-IPO Stocks

E123: Revolut seeks $33b valuation, +53% vs secondary mrkt levels; Scale AI new $13.8b valuation, +97% from last round; Anduril new $12.5b valuation, -5.3% vs secondary mrkt levels; Groq new $3b valuation, -32% vs secondary mrkt levels

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00:08 | Revolut new round- UK online bank- Launching new payment terminal in 2H 2024, expanding Europe availability for product- Raising $500m tender at $33b valuation- 40m customers, +144% from 2021- $2.2b 2023 revenue, +100% vs 2022- $21.6b secondary market valuation, - 35% from Jul 2021 round- 9.8x revenue multiple at $21.6b secondary valuation- 15x revenue multiple at target $33b valuation- +53% return for secondary investors if $33b valuation plays out02:06 | CoreWeave new debt financing...

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E131: Photorealistic avatars; Tiktok, HeyGen, ElevenLabs | 2ndary market dislocation; Revolut, ScaleAI, Anduril, Groq, Epic Games | Tender offers good or bad; DPI for VCs, employee liquidity, structured tenders

00:16 - Photorealistic avatars- Full pod at www.youtube.com/@thisweekinpreipostocks- Tiktok avatars for advertising announced- HeyGen round at $500m (built on top of OpenAI/ElevenLabs, $24/month subscription fee, 40,000 customers, $35m ARR in 2023)- Dillon uses ElevenLabs to publish research...

Published 06/25/24

This Week in Pre-IPO Stocks

Published 06/25/24

E130: Revolut $40b val, +75% from current 2ndary valuation; Cerebras AI chips IPO; no IPO for Stripe; $100b from SoftBank to AI companies; + X Payments, Starlink Mini, new Anthropic AI model, HeyGen $60m raise

Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post)Pre-IPO stock index fact sheet = www.agdillon.com/indexPre-IPO stock funds = www.agdillon.com/funds00:06 | No IPOs for Stripe- Online payments company- Stripe co-founder, John Collison; Stripe will continue to do tenders in the...

Published 06/21/24