The Ledger
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why aren't all 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Kanji: Darktrace suffered severe LSE discount before $5B privatization
“I think it was trading at huge, a huge multiple discount. Seven hundred thirty-two million of revenue, like I said, trailing, trailing, got privatized at five billion.”
Kanji: Hoxton Would Have Been a 10X Net Fund on Darktrace at Peak
“We, that would have been, we would have been a 10 X net fund on, on, on, on Darktrace at the, at its peak.”
Kanji: Darktrace Reached $732M Revenue at Take-Private From $10K at Seed
“The company, when it got privatized, did seven hundred thirty two million of revenue. I mean, we, but when we invested, it was doing like 10 K.”
Kanji: Darktrace generated more early revenue and staff in US than UK
“Darktrace made more money in America than it did in the U.K. From the very early days. It had more staff in America than it did in the U.K.”
Kanji: KKR Invested in Darktrace at a $400M Post-Money Valuation
“And, but you know, going back to that Darktrace round that KKR did, four million a month, so forty-eight million annualized, four hundred million dollar post, not pre-post.”
Kanji: Darktrace Monthly Revenue Grew From $1M to $4M Before KKR Round
“By the way, the Delta was, they'd gone from about a million a month at that point to about four million a month. So it was like super exponential growth in those early days.”
Kanji: Hoxton's Darktrace SPVs achieved 66% to 154% realized net IRR
“So in the run-up to the Darktrace IPO, we did a bunch of SPVs with our investors. We put more money to work in Darktrace than the fund size of Fund One. And we think the lowest performing IRR for us was net 66%. This is all realized, by the way. Net 66%. And t…”