Here is our “cheat sheet” for the current week. Annual subscribers can download the slide decks for the active IPO transactions via our download page. The full archive is available at IPO Candy Pro.
|Company||Symbol||Description||Theme/Sector||Deal Notes||Underwriters||Trades||Interest Level|
|DoubleVerify||DV||DoubleVerify (DV) New York, NY|
Offers a software platform that provides analytics for digital advertising.
|Technology||Another analytics and digital advertising player but they are positioned a little differently in that they are targeting the issues of limited visibility that plagues the data used to measure these programs.||Goldman, JPM||WED||High|
|NeuroPace||NPCE||Makes a brain-responsive neuromodulation system for drug-resistant epilepsy.||HealthTech||Deep Brain Stimulation (DBS) is one of the therapies used in the brain. NeuroPace has an implant that reduces or eliminates seizures in people suffering from epilepsy.||JPM, Morgan Stanley||WED||Medium|
|UiPath||PATH||Provides software for robotic process automation.||Technology||Software process automation platform coming with a huge valuation of $26B on $600M in revenue.||Morgan Stanley, JPM||WED||High|
|Skywater||SKYT||US-based semiconductor foundry offering engineering and fabrication services.||Technology||Small semiconductor foundry that makes some sense in the current context of wanting to reinvest in the US domestic production capacity.||Jefferies, Cowen||WED||Medium|
|KnowBe4||KNBE||Provides enterprises with an employee cybersecurity training platform.||Technology||A "security awareness platform" to help organizations how to learn to prevent the very common "social engineering" attacks.||Morgan Stanley, Goldman||THUR||High|
|Zymergen||ZY||Developing biomanufacturing technologies for materials and chemicals.||Materials||"Biofacturing" solutions using microbes and biomolecules to make things faster, cheaper, and more sustainably than traditional chemistry-based approaches.||JPM, Goldman||THUR||High|
|Agiliti||AGTI||Provides medical equipment management, rental, and maintenance services.||Health Care||Medical equipment management, rental, and maintenance company which may be well-positioned as home-based care increases.||Bofa, Goldman||FRI||Medium|
|Latham Group||SWIM||Leading designer and manufacturer of in-ground residential swimming pools.||Consumer Discretionary||Another swimming pool company benefiting from the new home is castle trend.||Barclays, Bofa||FRI||Low|
|Rain Therapeutics||RAIN||Phase 3-ready biotech developing in-licensed therapies for cancer.||Health Care||Another cancer therapy developer.||Goldman, Citi||FRI||Low|
|Treace||TMCI||Makes a medical device system for the treatment of bunions.||Health Care||Haven't seen any bunion plays before.||JPM, Morgan Stanley||FRI||Low|