Dominick Pandolfo

Investing in the hardest to access names | 1B+ VC Secondaries | 300M+ Operator-led Buyouts

[Dominick Pandolfo @DomP_9]

@Rick_Zullo The fake ones lol

[Dominick Pandolfo @DomP_9]

Anthropic’s IPO is going to be historic.

Just given the amount of institutional demand there is at 1.5T+ in the secondaries market currently.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic expects to match or surpass the size of SpaceX’s, $SPCX, record setting IPO, per Bloomberg.

SpaceX’s IPO raised a record $86.2 billion, which means Anthropic could raise close to $100 billion.

Anthropic is expected to IPO by the end of 2026.

[Dominick Pandolfo @DomP_9]

Whatnot just raised $545M at a $20 billion valuation.

Six years ago it was a Funko Pop resale app that 100+ investors passed on.

Logan Paul got in at the Series C, at $1.5 billion. That mark is up 13x since.

Here's how a Funko Pop marketplace became the biggest live shopping platform in America:

[Dominick Pandolfo @DomP_9]

The single best predictor of whether a secondary closes is how fast the other side answers the phone.

Price matters less than people assume.

Slow replies kill more deals than bad pricing ever has.

[Dominick Pandolfo @DomP_9]

Etched was a $5B post-money in January.

They've since raised $700M at $21B, led by Jane Street, with Kleiner, Sequoia, a16z, BCV and Blackstone in the round.

They also shipped their first rack to Jane Street, so the execution is real.

The $5B window existed for about a month and it was never advertised.

Most people are hearing this name for the first time this month. The $5B entry was gone before it ever hit the press.

[Dominick Pandolfo @DomP_9]

Everyone spent a decade assuming Americans didn't want live shopping.

The problem was the hired host.

Put the guy whose card breaks you've been watching every Friday behind the camera and the same format works.

[Dominick Pandolfo @DomP_9]

Whatnot just raised $545M at a $20 billion valuation.

Six years ago it was a Funko Pop resale app that 100+ investors passed on.

Logan Paul got in at the Series C, at $1.5 billion. That mark is up 13x since.

Here's how a Funko Pop marketplace became the biggest live shopping platform in America:

[Dominick Pandolfo @DomP_9]

The cheap entry was that March 2021 round.

Even Logan Paul's Series C money is up 13x in five years.

Everything after was a markup on somebody else's entry.