Participation in IPO

Receiving applications for IPO Dynasty Financial Partners Inc.

Deadline for accepting applications: 2022-05-30 20:00 MSK

Please note - the exact IPO date, growth potential and other figures are not yet known. There is a technical date on the website - this will be extended on a weekly basis until an exact date becomes available. When the information about Dynasty Financial Partners Inc. IPO is clarified the information on the website will be updated on the website and customers will be notified via SMS and email.

15.02.2022 Dynasty Financial Partners Inc.'s (DSTY) IPO will take place on the NASDAQ exchange. The company is a provider of technology-based wealth management solutions for financial advisory firms.

Dynasty Financial Partners was founded in 2010. The company provides access to a comprehensive investment management platform through a suite of proprietary and third-party technologies integrated into the Dynasty desktop. DSTY's technologies give advisory firms the tools they need to launch businesses, scale up, and be more client-focused.

The company serves 46 partner firms and 292 financial advisors, with an average of $221 million in assets under management per advisor as of September 30, 2021. The platform has a total of $64.6 billion in assets under management for advisors.

For the first nine months of 2021, Dynasty Financial Partners generated total revenue of $49.2 million and a net profit of $10.6 million, compared to $32.7 million and $2.9 million for the first nine months of 2020 respectively.

According to Cerulli's report, some 292,000 advisers in the US managed $22.7 trillion of the $46.1 trillion in assets as of 31 December 2019, leaving significant room for growth in assets under management (AUM). According to Cerulli, advisers' AUM grew by an average of 7.6% over the ten-year period ended 31 December 2019.

You can find The Dynasty Financial Partners Inc. Security Issue Memo on the SEC website.

Receiving applications for IPO Basis Global Technologies, Inc.

Deadline for accepting applications: 2022-05-30 20:00 MSK

Please note - the exact IPO date, growth potential and other figures are not yet known. There is a technical date on the website - this will be extended on a weekly basis until an exact date becomes available. When the information about Basis Global Technologies IPO is clarified the information on the website will be updated on the website and customers will be notified via SMS and email.

15.02.2022 the IPO of Basis Global Technologies (BASI) will take place on the Nasdaq exchange. It is a provider of digital media software that provides SaaS for algorithmic ad buying, workflow automation and analytics.

The company was founded in 2001 under the name Centro. It was later renamed Basis Global Technologies. The platform it developed consists of workflow automation software, an ad buying platform and an AI engine that improves the effectiveness of real time marketing campaigns by leveraging over 30 unique user metrics, without tying them to personal data.

Basis Global Technologies is recognised by its users and industry market research companies as the leading provider of cloud-based workflow automation and business intelligence software for marketing and advertising functions. Customers range from mid-tier advertising agencies to Fortune 500 global brands.

The company's financial performance is growing. Basis Global Technologies posted a net profit of $3.2 million in 2020, compared to a net loss of $6.9 million a year earlier. In the first nine months of 2021, the company posted a net profit of $27.1m. In 2020, it posted a net loss of $9.9m.

Along with the growth of e-commerce, the growth rate of the digital advertising market is also increasing. The industry has proven that it can remain resilient and grow during economic downturns. According to Statista report, the global smart process automation market was worth $20 billion in 2021 and is projected to grow to $34 billion in 2023, representing annual growth of 30%.     

Receiving applications for IPO Turo Inc.

Deadline for accepting applications: 2022-05-30 20:00 MSK

Please note — the exact IPO date, growth potential and other figures are not yet known. There is a technical date on the website - this will be extended on a weekly basis until an exact date becomes available. When the information about Turo Inc. (TURO) IPO is clarified the information on the website will be updated on the website and customers will be notified via SMS and email.

On 10 January 2022, Turo Inc. (TURO) has filed a formal application for a public offering of its shares.

Turo (formerly RelayRides) was founded in 2009 by Shelby Clarke. The company owns and operates a car sharing platform. With Turo, owners register vehicles in the system, adjust their availability and change their price. Users search for the right vehicle by location, type, price or usage option. Integrated messaging, payments, fraud detection and risk assessment ensure secure transactions and interaction with the platform.

Turo operates in more than 7,500 cities in the US, Canada and the UK, offering over 160,000 vehicles to choose from. In the first nine months of 2021, more than 1.3 million customers have used its services.

Turo has already raised nearly $500 million in venture funding from investors including Manhattan Venture Partners, Allen & Co, Expanding Capital, IAC, Reform Ventures and others. The amount raised in the last round of investment (February 2020) was $280 million.

Turo generated net revenues of $149.9 million in 2020, up 6% from the same period in 2019, and a net loss of $97.1 million in 2020 compared to $98.6 million 2019. For the first nine months of 2021, the company generated a net revenue of $330.5 million, up 207% from the same period in 2020, and a net loss of $129.3 million compared to $51.7 million for the same period in 2020.

The younger generation increasingly sees transport not as a thing but as a service. Gradually, society is shifting from the concept of personal car ownership to some form of car sharing. Thus, the demand for car sharing continues to grow, not only among tourists, but also among local people.

Turo works by connecting car owners with short-term renters, acting as an Airbnb for cars. Its main competitor is Getaround Inc. Turo also offers short trips ranging from a few hours to days and to weeks - the service seeks to compete with traditional car rental companies as well.

The company plans to expand its fleet to 1.5 billion cars and offer customers the ability to sign up for car-sharing services anywhere in the world.

Receiving applications for IPO HomeSmart Holdings, Inc.

Deadline for accepting applications: 2022-05-30 20:00 MSK

Please note — the exact IPO date, growth potential and other figures are not yet known. There is a technical date on the website - this will be extended on a weekly basis until an exact date becomes available. When the information about HomeSmart Holdings IPO is clarified the information on the website will be updated on the website and customers will be notified via SMS and email.

15.02.2022 Will be the IPO of HomeSmart Holdings (HS). It is a large real estate holding company using its own technology platform.

HomeSmart provides comprehensive real estate solutions to agents, brokerages and end consumers. The HomeSmart platform covers virtually all aspects of real estate transactions. The drive for seamless home buying and selling in the market has been a catalyst for the company's growth.

The current business model has helped HomeSmart expand - as of September 30, 2021, 23,000 agents were using the platform across 194 offices in 47 states. According to RISMedia, HomeSmart was one of the top five residential real estate brokerages by number of transaction parties in the United States in 2020.

HomeSmart's revenue grew from $325 million in 2019 to $393 million in 2020, a 21% increase. For the first nine months of 2021, revenue was $478 million, marking a 74% increase over the same period in 2020.

HomeSmart's future revenue growth will depend on its ability to expand its network of independent sales agents for brokers, attract franchisees, improve and develop its platform, and enter related markets such as mortgages and title. Among HomeSmart's main competitors is Compass, which also uses a commission-based model.

Our clients participated in the following IPOs:

Total placements
11
Profitable over the 3 months period
2
Loss-making over the 3 months period
5
Average profit for 3 months
-19.99%

Previous IPOs

Ticker Company Snapshot Date IPO price Growth in 3 months
DSTY_IPO Dynasty Financial Partners Inc.
2022-05-30
0.00
-
TURO_IPO Turo Inc.
2022-05-30
0.00
-
BASI_IPO Basis Global Technologies, Inc.
2022-05-30
0.00
-
HS_IPO HomeSmart Holdings, Inc.
2022-05-30
0.00
-
AMLX_IPO Amylyx Pharmaceuticals, Inc.
2022-01-06
19.00
-33.79%
CINC_IPO CinCor Pharma, Inc.
2022-01-06
16.00
23.44%
IOT_IPO Samsara Inc.
2021-12-13
23.00
-28.17%
HCP_IPO HashiCorp, Inc
2021-12-07
80.00
-58.00%
NU_IPO Nu Holdings Ltd.
2021-12-07
9.00
-27.78%
RIVN_IPO Rivian
2021-11-08
78.00
-17.03%
EXFY_IPO Expensify, Inc.
2021-11-08
27.00
1.37%
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