Pre-IPO Delphix

Delphix speeds up the transition of companies to digital technologies. Its Data Platform helps businesses accelerate the journey to the cloud, transform customer experiences and increase the adoption of disruptive AI technologies. Medium risk. Expected return – 200%/

Delphix enables modern CI/CD workflows, their security, and confidentiality. It has over 300 customers worldwide, including Facebook, Fastweb, Vertex, Gain Capital, BECU, Allstate, Vodafone, etc.

The key growth drivers for the global corporate data management market are the process of digitalization, accelerated by the pandemic and implementation of the Internet of Things. The company pegs its potential market at $40 billion.

In 2020, thanks to a sharp increase in demand, Delphix’s revenue increased by more than 85%. In February the company reported that it has achieved profitability. We estimate Delphix’s revenue in 2021 to be $200 million.

In terms of product, it can be compared to Snowflake, Splunk, and Cohesity. The company’s value on the private market is $1.4 billion, with $12.69 price per share. The planned date of IPO Delphix is 2022. Taking into account the profitability and growth of Delphix, as well as the value of similar companies, the expected value of the company on IPO is $4-5 billion. Expected return – 200%. Medium risk.