Aaron Dillon’s Post

Pre-IPO Stock News & Insights | as of Sep 20, 2024 | Download report = https://lnkd.in/erxFjqEJ ... In this report: • Page 2: AG Dillon Pre-IPO Stock Venture Capital Fund closing to new investors on Oct 1, 2024 • Page 3-5: CoreWeave's $23B share sale, Revolut’s $45B stablecoin move, Neuralink's vision breakthrough, Alan’s $193M Series F, Runway wins Lionsgate deal, OpenAI x T-Mobile, Databricks’ $45.5B EU HQ, Canva's 300% price hike, Wiz’s new cloud security tool  • Page 5: This Week in Pre-IPO Stocks Podcast • Page 6: AG Dillon Pre-IPO Stock Vintage Index update • Page 7: Current pre-IPO stock secondary market implied valuations • Page 8-9: Pre-IPO Stock revenue multiples • Page 10: Pre-IPO stock secondary market performance

Pre-IPO 2.30% for week, +21.18% for last 1yr | Pre-IPO Stock Market Update – Apr 1, 2024 - Week winners: Ramp +32.0%, Scale AI +13.6%, Revolut +5.7%, Anthropic +4.1%, Chainalysis +3.5% - Week losers: Discord -5.6%, Groq -2.64%, Chime -1.6%, Cohere -1.6%, Databricks -1.2% … we picked up research coverage of Groq this week - Top valuations: ByteDance $285b, SpaceX $187b, OpenAI $96b, Stripe $94b, Databricks $41b … We got our hands on some new data … the actual share price of the last primary rounds. Where we have that data it is now included and it has materially impacted several companies’ implied secondary market valuations. Make sure to look at the full report to understand the company by company impact. Invest in pre-IPO stocks with AG Dillon Funds - www.agdillon.com

Pre-IPO 2.30% for week, +21.18% for last 1yr | Pre-IPO Stock Market Update – Apr 1, 2024 - Week winners: Ramp +32.0%, Scale AI +13.6%, Revolut +5.7%, Anthropic +4.1%, Chainalysis +3.5% - Week losers: Discord -5.6%, Groq -2.64%, Chime -1.6%, Cohere -1.6%, Databricks -1.2% … we picked up research coverage of Groq this week - Top valuations: ByteDance $285b, SpaceX $187b, OpenAI $96b, Stripe $94b, Databricks $41b … We got our hands on some new data … the actual share price of the last primary rounds. Where we have that data it is now included and it has materially impacted several companies’ implied secondary market valuations. Make sure to look at the full report to understand the company by company impact. Invest in pre-IPO stocks with AG Dillon Funds - www.agdillon.com

Pre-IPO Stock Market Update | Week ending May 31, 2024 ... in this report: • Page 2-6: OpenAI used by 93% of Fortune 500, PwC to sell ChatGPT; Grafana Labs $6b valuation; Klarna $22m Q1 profit; Databricks $1.6b in 2023 revenue; Epic Games $800m in Fortnite in-game economy; xAI $24b valuation, now 8th largest pre-IPO stock; CoreWeave IPO in 1H 2025; Perplexity $3b valuation, +200% in 3 months • Page 7: AG Dillon Pre-IPO Stock Vintage Index update • Page 8: Current pre-IPO stock secondary market implied valuations • Page 9: Pre-IPO stock secondary market performance

Pre-IPO Stock Market Update | Week ending Jun 21, 2024 ... in this report: • Page 2-4: Revolut $40b val, +75% from current 2ndary valuation; Cerebras Systems AI chips IPO; no IPO for Stripe; $100b from SoftBank to AI companies; + X Payments, Starlink Mini, new Anthropic AI model, HeyGen $60m raise  • Page 5: AG Dillon Pre-IPO Stock Vintage Index update • Page 6: Current pre-IPO stock secondary market implied valuations • Page 7: Pre-IPO stock secondary market performance

Pre-IPO Stock Valuations | as of Jul 15, 2024 | Download report here = www.agdillon.com/reports * NOTE: Sequoia announced on Jul 16, 2024 an $861m inter-fund secondary transaction at at $70b valuation * NOTE: Tiger reported to lead new Revolut round. Revolut announced on Jun 20, 2024 that they are offering a tender at a $40b valuation, +75% from current secondary market valuation. Morgan Stanley is banking the transaction. Target raise is $500m. Airtable Anduril Industries Anthropic Brex ByteDance Canva Chime Cohere CoreWeave Databricks Deel Discord Epic Games eToro Groq Hugging Face Klarna Neuralink Notion OpenAI Plaid Ramp Revolut Rippling Scale AI Snyk SpaceX Stripe xAI

🚀 New Video Alert: Unpacking Reddit's IPO with AI TICKER CHAT 🚀 In our latest video, Daniel dives deep into Reddit's recent IPO, providing a comprehensive analysis of RDDT stock, currently trading at $34 per share. Leveraging AI TICKER CHAT's unparalleled access to SEC filings in real time, Daniel uncovers the challenges and opportunities facing Reddit as it embarks on its public journey. AI TICKER CHAT, your AI Co-pilot for stock research, brings its AI Predict capabilities into play, forecasting revenue growth, operating margins, and valuation with a nuanced touch. Discover how Daniel uses our platform to decode financial complexities and assess the future trajectory of RDDT stock. Don't miss out on gaining these valuable insights! Watch the video now: https://lnkd.in/g45ZU3zc For more in-depth analysis and to start your journey with your AI Co-pilot, visit us at https://aitickerchat.com. Sign up today and enjoy the first month free with the code FREE1MONTHTRIAL. Plus, our new GPT is available for free to ChatGPT+ subscribers at https://lnkd.in/gGWwNrBT.

Pre-IPO Stock Market Update | week ending Oct 18, 2024 | in this report: • Page 2: AG Dillon Anduril Pre-IPO Stock Fund now accepting investors. Fund docs and wires due on Dec 15, 2024. Financial advisors only. • Page 3-5: SpaceX hits milestones with Starship, Science Corp targets brain-computer interfaces, Stripe to acquire Bridge for stablecoin growth, Databricks partners with Amazon for AI chips, Klarna integrates Apple Pay for payments, SHEIN adds bankers to London IPO, Hugging Face grows AI developer platform, OpenAI tests ChatGPT Windows app, X updates policy to monetize user data • Page 6: This Week in Pre-IPO Stocks Podcast • Page 7: AG Dillon Pre-IPO Stock Vintage Index update • Page 8: Current pre-IPO stock secondary market implied valuations • Page 9-10: Pre-IPO Stock revenue multiples • Page 11: Pre-IPO stock secondary market performance 

AI Data Lifts Reddit's Successful IPO - Alex Wilhelm, Rebecca Szkutak Reddit, Inc.'s IPO sees 48% surge. Despite losses, its AI data potential excites investors. FTC probes data licensing. Successes hint at tech IPO resurgence; Nasdaq high signals optimism for future offerings. #Reddit #IPO #StockMarket #Investors #AI #Data #FTC #Regulation #Nasdaq #TechIPO

More companies are choosing to stay private even as they surpass $200M ARR. In 2025, IPO contenders may be those who raised in late 2023/2024 at growing valuations, balanced with solid growth or direct AI exposure. Databricks, Wiz, Clio, and Abnormal are strong prospects in this category. Valuations in private markets still can exceed 20x multiples—especially for AI-focused firms. We're beginning to see companies growing through their pandemic highs setting-up a potentially exciting 2025 IPO cohort!