PE Firm Raising Funds From High Net Worth Individuals To Purchase Verkada Stock Analyzed

**** * *** ****** ***,******* ****** $*** ************* ******* ***** ** * ********* IPO. ***, **** *** ******** **** one ** *******'* ********* ** ******* more ***** ** *** ******* *****, using ** ********** **** ** ******* high-net-worth ***********.

** **** ****, **** ****** ********* feedback **** *** ******** **** ******** claims ** *** ****, *** ******* about ******* ****** *** *** *******.

****** ********** *** *$*** ******* ******* ******** ******* ** ****,***** ********* ******* ********* ******** ** *** company ** ****-***-***** *********** ******* * private *********, ********* ** * ****** presentation ******** ** ****.

***** *** ******* ********* *** ************ of *** *-**** ****** ****, ***** was ******* ** ************* *****.*** ***** **** **** **** *** deal ** **** ** *** ******* equity ****'* ****** ** ***** ***** to *** ********** ****** ** ******* from ***** ******** *********. ******* **** it ** *** ******* *** ****** or ********* ******* ***** ** *** offering.

Executive *******

** *** ****, *** ******* ********* is ************* ** ** *********** ** invest "********* ********* ******* ******* *** growth ****** *****" **** ******** ******************** ******* ********, ***** ************ ** *$*** ******* ****** * ***************** ** ******* ****.

******* ** ********* ** *** **** as ****** "********** ** ***** **** flow ********," *** ** ******** ********** or ********* *********** ******* *** ********. The ********* ******* *** ******* *** fallen ****** ****** ********** ** *******'* ***** ********* officer** **** ** ***** ** **** flow ********* ** *** *** ** 2023.

*** **** ***** ** * ********* time *** ******* **** *********** ** slowing ******* ******, **** ** ********** from ***** ********* ***** ******* ***** numbers, *** * ******* ******* ** the **** *** **** **********. *********, the ******* *** ********* ** ****** that ** *** ** ****** ****** an *** ******* ******** *********.

Raymond ***** ****

*** **** ** *** ************, ******** 2023, ********* **** ***** *** **** recently ***** ** ****** ******* ******** to *********. *** **** ** ********* as * "******* *********," **** **** Linse ******* *** ******* *********** ***** on *** ***** ****.

*** **** ******* ********* *** ******** is "** ****** ********," ******* ** is ********** *** "********* **********," ******* by *** *** ** *********** *** entities **** *** ** ***** $* million ** ***********.

*** *** ****** ** *** **** include ******* ******** ********** ***** *******, such ** ********** ** ** * "physical ******** ******* **** ******** *******-**** solutions" *** ****** **** ** "********* the ****** ** ** *** ****-***** computing".

** ** "********** **********" *******, *** only ********** ********** *** *******'* ********** include:

******* *** ******** ********** ***** *** adoption ***** ********* ******* ** **** and *** *** ********** ** ***** cash **** ********

***

$*** ****** *** ($*** ** ***** and ***** *******); *******’* *** ****** digit *********** ****** *********** ****** *** multiple ********

Linse *********** ** ****

***** ***** ****** * "****** ******" firm ******** ** "******* **** ********** technology *********" ** **************, ******, *********, and **** ******. *** **** *** raised $***.* ******* ****** ***** *****, according ************.

******* *** ******** *************** *****, * ****** ******* ** ******* Valley ******* ******* *********** *******, **** ****: "** *** ******* to *** **** ******* ****** *** way ** ******** ***."

******** *******, ******* ******** ******** ** *****, further ********* ** ****:

************ ** *** ****** **** ***** VCs ** **** *** [******* *******] base ** * **** ***** **** of ************* ***, ********* *** *** high *** ***** (***) ***********.Raymond ***** ** * ******* of ours that enables us to give a ****** ***** ** *** *********** *** *********** ** ****** in highly demanded companies like Verkada through our funds. [Emphasis Added}

** **** ** *** ***********, ***** set ** * *******-******* ******* ** purchase ********** ******* ****** **** ******** investors, ******* ****. *** **** ** giving *** *** "********* *** *** limited ** ******* ***** *******" *** opportunity ** *********** ** *** ******, he ****.

************’* ******** ** ********* ** ******* is ** ********* **** *** ** its ***** ***** ** ********.

** ******* *********:

this ******** ** *** ******** ** ******* *******. Many firms will make a large initial investment through their fund, and then **** ******-** *********** ** ********* **** *** ** “*******” ** ******* ****. It's also common practice for firms to partner with private wealth managers (like Raymond James) to aggregate HNW clients. [Emphasis Added.]

No ******* ** *** ** *******

***** *************** *** *** ****** ****'* questions ***** ******* *** **** *** already ********* ********** ******* *****; **** what ******** ********* ** *** ****** or ** ****** *** ********** ******; and *** **** ** ** ****** to ********.

******* **** *** **** ** ********** to ******** "** **** ****** ** possible" ***** ********* * ******** ********. He *** *** ******* **** ***** by **** ******* *** **** ** directly ******* ******* ***** ** **** ownership ********* ** * **** ******* the ******* *********.

**** ***** ***** *** ******* ** the ****, ******* ***** **** ** Private ************* ************* ****:

************ ** ********** **** ******* ***** to ***** ******* **** *** ****** office *** ****-***-***** ********* ** ******* more ******* ******.

** ******** ** ******* ********** ***********.

No ******* ** *********

******* *************** *** *** ***** ** IPVM's ******** ** ****** *** *******'* current ******* ** *********. ** ******* 2023, ******* ********* ** **** **** its $*** ******* ********** ****** * raise **** ** * ********* ** $3.2 *******, *** **** ** **** it ****** $*** ******* ** **** in * ***** *** ** *****.

*** ******* *** ***** ******** ********* its *******, ***** ****** ******** ******** ** * **** webinar**** ******* *** $*** ******* ** revenue ** ****. ***** **** ****, sources **** ***** ******* *** ****** was ** *** ***** ** $*** to $*** *******.

Cash **** **** ******

*** ****'* ***** **** *** ******* "now *** ********** ** ***** **** flow ********" ** **********.

**** ** ****** ******** ******* ******* ** *****, ***** ****** ******, ***** *******'****** ********* ******* **** ************* **** **** ********* **** ****:

**** *** **** *** *****, **’** consistently ******* *** **** ******** ** our *****. ** ****, **moderated *** ****** **** to ensure a clear path towards being cash **** ********* ** ****. [emphasis added]

*** ***** **** **** ********* ** noteworthy ******* ******* ******** **** * very **** ****** ** ************ ******* pre-payments, ******** ******* *, *, *** even **-**** ******** ** *****, ***** easily **** **% ** **** ** cash ****** **** **** *** ********* in * ***** ****.

** * **** *****, **** ******* that ******* *** *********** *** ******** income. ** *** ******** ****, ***** its ******* ** * ******* *****, investors *** ***** *********** ******* *** higher ****** **** *****.

Growth ****

*** **** **** *** ******* ** Verkada's ******, *** *** **** ** of ********* ************ **** ******* **** year ************ ********** ***** ****** ****. This ** ********** **** * ***** deceleration ** ******** ********* ******, ******* Verkada ****** **** *% ** *** last *** ******:

** ******* *** ****** ********* ****** rate ** **** ***** ***** ******* is ************ *********** ***** ******** ********, which ** *** *** ********* ** LinkedIn ** *********** ***** ** *** update ***** ******** ******** ***** **** secure * *** ***.

*********, *******'* ******* ****** **** ** positive *** ************* ****** **** *** headcount ****** ***** ** ********. *******, decelerating ******* ****** ** * ******* for *** ******* **** *** **** billed ****** ** * ****** ****.

*******

*** **** **** *** ******* *******'* revenue, ****** ** ****** ** ** the ********* *******:

*****, ************ ***: $*** ****** *** ($20B ** ***** *** ************); *******’* low ****** ***** *********** ****** *********** upside *********** ********

******** **** **** * ** * percent ** $***, **** ******* ~$*** million ** *******. ** ******* **** is *** ***** ***** *** ******* closely ****** ***** ********** *** ***** is ******* ** **** **** ******** or *******, ***** *** ************* ********* metrics ***** *** *********** ******* ***-******** they *******.

Direct ***** *****

*** **** ***** *******'* ****** ***** force:

******* ********** ** ****** ** *** over *** ********** ********* ****** ******* ******** (***** is ********* *********** **** ** **** use ****-******* ******** **** ** *** and ***). *******, *** **** ***** fairly ****** *** * *********** ********* for ******* **** ** ***** (** not ********) ******** ** *** *****. See*** ******* ***** ****** ***** ***.

Counter "*******" *********

*** **** ********** *** ******* ** benefiting **** ******* ********* ******* ***** "Chinese" *******:

**** *** **** * ******* ******** trend *** ***-*** *************, ****** ** believe **** ** *** ********** **** PRC ** ***-*** ************* ** ******* done ** *** ***.