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$CRWV · SPV bought CoreWeave at $50/share pre-IPO; stock opened at $40, rallied to $160, sold at $120/$100
now playing · $CRWV
$99bullish· high· posnacho vilela
First unicorn exit: invested at $25M valuation, sold to Didi at $1B in 2 years
Brazilian ride-hailing leader 99 raised at $25M valuation in 2014; Didi acquired for $1B within two years, delivering ~40x return and validating Latin America thesis.
$FORGE-GLOBAL···bullish· high· posnacho vilela
Early investor in Forge (Equidate), the largest private secondary marketplace
Invested in Forge's Series A as both LP and first customer; used platform to source Stripe and Okta secondaries; Forge later went public via SPAC and was acquired by Charles Schwa…
$STRIPEbullish· high· posnacho vilela
Vilela buys Stripe secondary at $6B via Forge, sells last block at 16x
Stripe was a clear compounder at $6B valuation with $500M+ revenue growing triple digits; bought employee secondaries via Forge Global and held through multiple up-rounds to $100B.
$OKTA···bullish· high· posnacho vilela
Buys Okta secondary at $1B valuation, IPOs at $10B within 6 months
Workday passed on buying Okta but Vilela saw clear path to $5B+ valuation; bought secondary at last private round ($1B) and captured 10x at IPO six months later.
$COINBASE···bullish· medium· posnacho vilela
Juniper fund bought Coinbase at $1B valuation; 40-50x potential if held
Early secondary access via AngelList/Forge allowed entry at $1B valuation; fund returned 5x gross in 4 years but would have been 40-50x if held through IPO.
$HOOD···bullish· medium· posnacho vilela
Juniper fund bought Robinhood at $1B valuation; now $100B market cap
Same secondary strategy as Coinbase: bought at $1B private valuation via Forge; position would have compounded to 100x at current public market cap.
$NETSKOPEbullish· high· posnacho vilela
Opportunity fund bought Netskope secondary at $9B vs $12B last round; IPO imminent
In 2022 correction, bought cybersecurity leader Netskope at 25% discount to last private round ($9B vs $12B) as sole buyer; company subsequently IPO'd, returning half the fund on…
$CRWV···bullish· high· posnacho vilela
SPV bought CoreWeave at $50/share pre-IPO; stock opened at $40, rallied to $160, sold at $120/$100
Employee liquidity need created entry at $50/share (below last private mark); IPO priced at $40 but fundamentals drove rally to $160; disciplined selling at $120 and $100 based on…
$ABNB···bullish· high· posnacho vilela
Bought Airbnb secondary at $100, held through 50% drawdown, conviction validated
Purchased employee shares at $100 during 2021 peak; stock halved post-IPO but Vilela maintained position based on intrinsic value model, avoiding panic selling that plagued SPAC-l…
$SHIELD-AIbullish· medium· posnacho vilela
New investment in Shield AI: defense drones with 25-year government contracts
Shield AI builds drone swarm coordination software for US DoD and NATO; locked in 25-year sole-source contracts providing revenue visibility rare in early-stage defense tech.
$WDAY···bullish· highnacho vilela
Workday Ventures model: strategic corporate VC without exclusivity, generated outsized returns
Workday's $60B corporate VC succeeded by refusing exclusivity, focusing on strategic intelligence and M&A pipeline; Vilela sourced deals like 99 Taxis and Okta through this platfo…