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Cohesity

Hyperconverted data platform
Pre-IPO
Medium risk

Valuation in 2015-2018

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Investment Idea Details
About the company

Cohesity Data Platform empowers companies to manage and store major data arrays, thus facilitating the data processing, increasing their security level and allowing companies to quickly find necessary files.
The company's customers include four of the Fortune top 10 as well as three of the top ten US banks and three of the top five US health insurers.
Cohesity was named a Leader in the 2021 Gartner Magic Quadrant for Enterprise Backup and Recovery Software Solutions report for the second consecutive year and was recognized as one of prestigious 2021 Forbes Cloud 100 companies for three straight years.


Growth opportunities

The global enterprise data management market size is expected to reach $208.87 billion by 2028, registering a CAGR of 13.8%. The outbreak of COVID-19 pandemic has triggered an estimated increase in the data management software demand due to the massive shift to working from home.

Cohesity saw a 40% increase YoY (July 31, 2021 over July 31, 2020) in the number of customers doing business with the company, with rapid adoption in the Americas, EMEA, and Asia Pacific regions. Cohesity customer count is now approximately 2,600. Nearly 25% of the Fortune 500 does business with Cohesity, an increase of more than 35% compared to the previous year.

Risks

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

Financials and Valuation

In 2021 Cohesity’s annual revenue run rate surpassed $300 million. The company also achieved more than a 70% increase YoY in annual recurring revenue (ARR).

Cohesity’s net expansion rate continues to exceed 130% as of 31 July 2021, a benchmark for leading subscription/SaaS companies. This means that ARR from Cohesity’s existing customers grew by more than 30% over the year. The company has raised a total of $660 million in funding over 5 rounds. The latest funding was raised in April 2020 from a Series E round at a $2.5 billion valuation. Cohesity is funded by 25 investors, including Sequoia Capital, Baillie Gifford, SoftBank Vision Fund, Hewlett Packard Enterprise, Cisco, Accel, GV.

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Publication
25 Sep
Minimum Amount
1 share
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Shares Outstanding
Limited
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Public Offering Date
Pending
Estimated Gains
+150%
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Exit
̴ 2021
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Risks

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  • Illiquidity. There is a possibility that early exit from this investment will take more than 1 month.
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  • Time uncertainty. There is no information regarding next financing round or exit strategy timeframe (IPO or M&A).
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