Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Algosun Global

Equity Capital Markets

<p><a href="https://www.smartkarma.com/entities/braze-inc" target="_blank" data-smartkarma-citation="entities:34773:1" rel="noopener">Braze Inc (BRZE US)</a> , the leading customer engagement platform and cloud-based SaaS unicorn, filed for a $100 million placeholder IPO with Goldman Sachs, J.P. Morgan and Barclays leading the offering. The company applied to list Class A common stock on the Nasdaq Global Select Market under the ticker “BRZE”. Braze will have two classes of common stock: Class A shares and Class B shares, the so-called dual class structure of common stock. The company’s high profile customer list includes Delivery Hero, Grubhub, Burger King, DraftKings, IBM, Deliveroo, Intuit, and PayPal, among others. We have favorable view of the technology and Braze is well positioned to change how mobile marketing platforms approach customer engagement.</p>

Braze Inc (BRZE US) , the leading customer engagement platform and cloud-based SaaS unicorn, filed for a $100 million placeholder IPO with Goldman Sachs, J.P. Morgan and Barclays leading the offering. The company applied to list Class A common stock on the Nasdaq Global Select Market under the ticker “BRZE”. Braze will have two classes of common stock: Class A shares and Class B shares, the so-called dual class structure of common stock. The company’s high profile customer list includes Delivery Hero, Grubhub, Burger King, DraftKings, IBM, Deliveroo, Intuit, and PayPal, among others. We have favorable view of the technology and Braze is well positioned to change how mobile marketing platforms approach customer engagement.

Braze IPO Preview: A World-Class Mobile Marketing Platform

Private Markets, Angel and Secondary Investing, Sacra

Sacra

Private Markets, Angel and Secondary Investing

Bringing transparency to private markets so investors, founders, and employees can build on conviction. Sacra delivers deeply researched insights on the private companies shaping tomorrow's markets. By surfacing the data, context, and operator perspective that are missing from private markets today, we help secondary buyers and sellers price equity accurately and unlock liquidity for the people building these businesses.

Private Capital Markets

<ul><li>Customer.io is at $1.67M in MRR, growing at 6% month-over-month.</li><li>Customer.io’s 131% net dollar retention is comparable to Front (137%) and in the top quartile of IPO’ing companies.</li><li>Customer.io's ability to retain customers and drive ever-greater revenue from them over time is a characteristic of the best SaaS companies.</li></ul>

Customer.io is at $1.67M in MRR, growing at 6% month-over-month.Customer.io’s 131% net dollar retention is comparable to Front (137%) and in the top quartile of IPO’ing companies.Customer.io's ability to retain customers and drive ever-greater revenue from them over time is a characteristic of the best SaaS companies.

Customer.Io: The $400M HubSpot Of Product-Led Growth

United States

Braze, Inc. operates as a cloud-based software company. The Company develops customer engagement software that businesses use for multi-channel marketing. Braze serves retail and e-commerce, media, entertainment, financial, travel, and hospitality industries worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Braze Inc (BRZE US)

Braze IPO Preview: A World-Class Mobile Marketing Platform

Mobile marketing technology unicorn Braze filed its S-1 with the SEC to go public as revenue growth accelerated and ARR surpassed $200M

Andrei Zakharov

Customer.Io: The $400M HubSpot Of Product-Led Growth

Customer.io is a customer messaging platform for sending personalized, behaviorally-targeted campaigns through email, push, and SMS. Our base case...

Sacra

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)