We parse every Form D, DRS, S-1, and post-IPO filing for late-stage private companies straight from SEC EDGAR. Free, structured, citation-friendly. SpaceX was the first; OpenAI, Stripe, Anthropic, Databricks, and Discord are the next.
Rocket launch services, satellite internet (Starlink), and human spaceflight. S-1 filed 2026-05-20; Nasdaq listing target Jun 12, 2026.
Payments infrastructure for the internet. Repeatedly cited as one of the most-anticipated tech IPOs, with periodic tender offers in lieu of a public listing.
Unified analytics platform combining data warehouse and data lake patterns. The most-cited late-stage enterprise data IPO candidate, with 18 Form D filings to date — more than SpaceX's pre-IPO history.
Real-time chat platform that grew out of gaming communities into broader social infrastructure. Walked away from a Microsoft acquisition in 2021.
All-in-one workspace combining notes, docs, wikis, and project management. Bootstrapped origins, late-stage venture-funded after explosive growth in 2019-2021.
Graphic design platform used by 130M+ monthly active users. Australian-founded with US legal entity. Form D filings 2012-2016, then silent — consistent with the secondary-tender pattern many late-stage privates have moved to.
Enterprise-focused foundation model lab. Toronto-headquartered, US legal entity for Form D purposes. Backed by Nvidia, Salesforce, and PSP Investments.
Humanoid robotics company. Single Form D filing in March 2024 disclosed initial venture funding — earliest-stage entry on this tracker, with the most upside if the company hits later-stage rounds.
Banking infrastructure for startups. Filed both Form D (Reg D venture rounds) and Form C / C-U (Reg CF crowdfunding rounds) — one of the few late-stage privates to use both regulatory tracks.
Bank-account API connectivity layer. Visa's $5.3B acquisition attempt was abandoned in early 2021 after DoJ antitrust review. Single Form D on record from 2016, then EDGAR-silent — Plaid is one of the cleanest examples of a major fintech operating entirely outside Form D disclosure post-2016.
Social-link aggregator and discussion network. The pre-IPO Form D history visible here is the same dataset that institutional investors used during the 2024 IPO process — we surface it for reference, not speculation.
Cloud-native data warehouse. Late-stage venture funding visible via 2 Form D filings; IPO Sep 2020 was the largest software IPO ever at that time.
Marketing automation platform for e-commerce. Three Form D filings show the late-stage venture path, including the Shopify-led 2022 round that preceded their 2023 IPO.
User-generated gaming and creator platform. Two Form D filings cover the pre-IPO funding history. Went public via direct listing in March 2021.
Foundation model lab behind ChatGPT and the GPT model family. Capped-profit structure layered over a non-profit board.
Safety-focused foundation model lab (Claude). Public Benefit Corporation structure. Backed by Google and Amazon among others.