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.

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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Private Tech Growth Emerges as an Asset Class
Whitepaper

Private Tech Growth Emerges as an Asset Class

Analysis of Private Tech Growth asset class confirms massive growth in $100MM+ equity financings is replacing the traditional tech IPO.

Though everyone in the venture community is cognizant of the growth in the number and size of mega-private financings (i.e., $100MM+), we wanted to present our clients with a much clearer understanding of the trend and how it is impacting the capital markets for emerging growth technology companies.

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Zero To One Billion: Demystifying The Unicorn
Whitepaper

Zero to One Billion: Demystifying the Unicorn

Since the Great Recession, the global private tech ecosystem has witnessed a remarkable paradigm shift. The advent, growth, and proliferation of “unicorns” have led to a fundamental change in the way all stakeholders of the tech ecosystem inter-operate. While this unicorn phenomenon has been in the making for the past six to seven years, the ongoing private investing and fundraising trends seem to imply that it could be another decade for the Unicorn gold dust to settle. And, another five years for all the stakeholders to fully realize lessons learned from this fundamental paradigm shift.

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