Insights

Our mission is to help institutional and individual investors make smart investment decisions by leveraging our proprietary data and insight to identify trends and opportunities.

Spotify: The Global Leader in Streaming Music
Reports & Studies

Spotify: The Global Leader in Streaming Music

With an estimated 60 million global paid subscribers and more than 150 million MAUs, Spotify is a global market leader. In comparison, Apple has an estimated 30 million subscribers, and Pandora has only 5 million paying members and 74 million active users.

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Palantir: Redefining Analytics, Augmenting Intelligence and Unlocking Secrets
Reports & Studies

Palantir: Redefining Analytics, Augmenting Intelligence and Unlocking Secrets

Founded in 2004 by former PayPal executive Peter Thiel, along with Alex Karp, Joe Lonsdale, and Stephen Cohen from Stanford University, Palantir develops data analytics software that addresses fraud prevention, counterterrorism, and other business intelligence tasks.

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Dropbox: Going From Storage To Collaboration and Profits
Reports & Studies

Dropbox: Going From Storage To Collaboration and Profits

Dropbox’s market opportunity remains subject to debate, as it is difficult to estimate the growth in both customer adoption and pricing. Our analysis indicates that Dropbox’s serviceable market could grow to more than $75 billion in annual spend over the next five years.

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2017 Mid-Year Investor Survey
Reports & Studies

2017 Mid-Year Investor Survey

Investors of all types remain predominantly bullish about the prospects for private tech companies in 2017. At mid-year, we observed a marginally higher level of positive investor sentiment than we did in December 2016.

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Pinterest: At the Intersection of Shopping, Search and Social
Reports & Studies

Pinterest: At the Intersection of Shopping, Search and Social

As of April 2017, Pinterest announced that, globally, it has 175 million monthly active users (MAUs). We estimate that roughly 80 million of Pinterest’s MAUs are based in the U.S. and the rest are overseas. More than 80 billion pins have been categorized by Pinterest users into more than 2.6 billion boards.

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Airbnb: Unlocking Travel's Final Frontier
Reports & Studies

Airbnb: Unlocking Travel's Final Frontier

In this report, we analyze the evolution of the home-sharing space and Airbnb in particular. We provide an in-depth analysis of Airbnb’s business model, revenue potential, and operational risks. We also present a variety of valuation approaches to help investors make their own decisions about Airbnb’s value, now and in the future.

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Uber and the Ride-Sharing Market
Reports & Studies

Uber & the Ride-Sharing Market: The $650 Billion Question

EXCLUSIVE IN-DEPTH REPORT The top 5 riding-share apps, including Uber and Lyft, are today a $650 billion market and could experience 10x revenue growth in the next decade and potentially disrupt several industries involved in human mobility. Report includes a survey of 5,500 mobile phone users about their experiences using ride-sharing apps.

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1st Annual Private Tech Investor Survey
Reports & Studies

1st Annual Private Tech Investor Survey

Highlights From SharesPost’s 1st Annual Private Tech Investor Survey

We are pleased to announce the results of SharesPost’s first private tech investor sentiment survey. Over 600 accredited individual and institutional tech investors let us know their expectations for the new year. Survey participants represented a wide range of private and public market investment styles. Although such surveys admittedly have a degree of sampling bias, the results were surprisingly consistent. In short, investors of all types are predominantly bullish about the prospects for tech companies in 2017.

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The Rise of Unicorn Funds
Whitepaper

The Rise of Unicorn Funds
Examining the Supply of Private Growth Capital

In our recent reports, we highlighted key trends and factors leading up to the proliferation of “Unicorns” and emergence of the new “Private Technology Growth” asset class. As a next step, we analyze market forces driving further proliferation of “Unicorns” coupled with greater investor allocations towards the new Private Technology Growth Asset class which contains them.

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Important Notice

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