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    Rubrik

    Cloud Data Management solutions
    OTC
    Medium risk

    Valuation in 2016-2019

    Invest in Rubrik

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    Investment Idea Details
    About the company

    Rubrik is a data backup solution that offers data protection, search, analytics, compliance and copy data management in one platform. The company serves enterprises taking a “hybrid cloud” approach.

    Rubrik grew its global customer base by more than 4x over the past fiscal year. Customers represent global leaders in a diverse range of industries, including two of the top five biotech companies in the world, three of the top five media companies, two of the the top three real estate companies, and many more.


    Market Opportunities

    World's largest enterprises continue record pace of adoption of Rubrik's Cloud Data Management solutions; IDC estimates total spend in the overall data management market at $48 billion.

    Rubrik will also expand investment in go-to-market activities with the Company's partners including Microsoft, Cisco, AWS, SAP, Nutanix, Oracle, VMware, Google Cloud, Pure Storage, and others.

    Risks

    Rubrik competes in data management industry and faces a strong competition from a number of firms, including its closest rival Cohesity. This may negatively affect its long-term viability and valuation.

    Illiquidity. There is a possibility that early exit from this investment will take more than 1 month.

    Asymmetric information. Management and current investors have access to more internal information about the company than other market participants.

    Financials and Valuation

    Rubrik's total venture backing now over $553 million. Famous investors include Bain Capital Ventures (invested in Dynatrace, LinkedIn), Greylock Partners (invested in Facebook, Instagram, Okta), and IVP (invested in Twitter, Uber, CrowdStrike, Netflix, Zendesk) .

    In February 2018 Rubrik disclosed that it was on track to reach an annual revenue run rate of $300 million thanks to rapid enterprise adoption of its products. In its last venture round in January 2019 Rubrik was valued at $3.3 Billion. Given rapid market expansion and support from major VC firms, the expected return on investment is more than 100%.

    How Venture Investments Work
    1. Searching for Companies

    United Traders analysts are in continuous search for OTC offers studying financial reporting, companies’ businesses, their future plans, analyzing them as potential acquisition targets or estimating prospective multifold capitalization increase as well as considering risks that may hinder business growth. The best ideas are offered to our investors.

    Publication
    22 Jul
    Minimum Amount
    5,000 $
    2. Buying shares

    As part of our service for purchasing shares on the OTC market, for its traders and investors United Traders buys units in funds that own equity stakes in private companies. These funds make early-stage investments in private companies or acquire equity stakes from employees of such companies.

    Shares Outstanding
    Limited
    3. Public Offering

    United Traders will have shares at its disposal after the IPO. The shares can be sold after the established 6-month Lock-up period. Alternatively, the shares can be hedged for the above period. Prior to the company going public United Traders look for exit options in the OTC market. If we find a great offer, we sell the shares.

    Public Offering Date
    Pending
    Estimated Gains
    +150 %
    4. Taking profit

    After the Lock-up period is over, the investment position will be automatically closed, and generated profits are credited to your account less the applicable UT fees. We offer an opportunity for investors with over $100,000 invested in a specific idea to search for a counterpart in the OTC market individually and to take profits before the company goes public and thereby exiting the trade prior to the Lock-up period expiration.

    Exit
    ̴ 2020
    Early Exit

    Although it is prohibited to sell shares within the Lock-Up period, our traders find ways to take profits for our investors using various financial instruments: forwards, options, short selling trades, etc.

    For an investor the above means that the investment may be exited after paying a portion of its value, usually around 15% which is caused by highly-priced instruments used to close the position. To do so, you should press the respective button in your members area as soon as it becomes active.

    The exiting process is similar to making a new investment. You submit a request, we execute it within 1 business day, and your investment is closed at the current exchange price.

    Fees

    ENTRY FEE

    3.5% of the share purchase amount. The fee is charged at confirmation of your investment bid.

    EXIT FEE

    0.5% of the share sell amount after the trade. The fee is charged at the investment exit.

    SUCCESS FEE

    20% of the profit gain. The fee is charged only if the trade is profitable at the time of exiting.

    EARLY EXIT FEE

    Usually a 15% fee is charged subject to the actual situation at the exchange. The fee is calculated individually for each investment.

    What Are the Benefits of Investing with United Traders?

    WE ARE A RELIABLE PARTNER

    Our risk managers will support you throughout the entire transaction life. You can also contact us by phone: +7 495 646-15-57 or 8 800 333-66-81, or visit our office for a detailed discussion.

    HIGH PROFITABILITY

    Venture investing is very risky as they involve new or growing companies, and multifold increase in capitalization is expected. We select companies that already demonstrate strong financials and plan to go public soon. This approach allows limiting hyper-risks related to insolvency of new companies and substantially increasing profits as compared to investors who buy shares in a pre-IPO subscription.

    LOW ENTRY THRESHOLD

    To qualify for a pre-IPO subscription, one would need millions of dollars. We gathered a pool of traders and investors allowing everyone interested to join similar transactions with as much as $5,000.

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