Series - Databricks

Series Description

25-Minute Pre-IPO Opportunity Discussion - PIPELINE ABOUT THE OPPORTUNITY: Databricks is the enterprise data and AI platform with $1.5B+ annual recurring revenue, 10,000+ customers, and clear path to IPO within 12-24 months. Company Highlights: - Founded by creators of Apache Spark (open-source data framework) - $43B last private valuation (2023) - $1.5B+ ARR growing 50%+ year-over-year - 10,000+ enterprise customers including Fortune 500 - 70-75% gross margins (strong SaaS economics) - FedRAMP authorized (federal government cloud) INVESTMENT THESIS: - Infrastructure layer for enterprise AI adoption - Late-stage de-risked business model - Clear path to IPO (12-24 months expected) - Target: 1.5-2.5x return over 2-3 years at IPO exit INVESTMENT TERMS: - Minimum Investment: $100,000 - Status: Pipeline - Actively tracking for allocation - Structure: Secondary purchase (late-stage employee/investor liquidity) - Expected Entry: 6-18 months before IPO - Exit Strategy: IPO + 6-month lockup period REGULATORY PROFILE: - LOW regulatory risk (mature enterprise SaaS) - SOC 2, ISO 27001, FedRAMP, GDPR compliant - Institutional-quality compliance infrastructure - Government cloud certifications open federal market WHAT WE'LL DISCUSS: - Investment thesis and market opportunity - Why this is lower-risk, near-term liquidity opportunity - Secondary market tracking and allocation strategy - Expected timeline and valuation parameters - How this balances higher-risk opportunities in portfolio - Interest level and notification preferences CURRENT STATUS: High priority pre-IPO target. Actively seeking allocation through secondary market and investor relationships. ⚠️ ACCREDITED INVESTORS ONLY Pre-IPO investments involve market timing risk and IPO execution risk. No guarantee of IPO timing or valuation.