The press gap

The press values them at $1.15T. EDGAR has verified $0.

For 14 late-stage private and recently-listed companies, we put the press-reported valuation side by side with the EDGAR-verified Form D total. The gap between them isn't fraud — most late-stage privates use tender offers that don't require Form D notice filings, so a huge fraction of their capital activity is structurally invisible to standard SEC parsing. The point of this page is to make the gap visible.

Press valuation (sum)
$1.15T
EDGAR verified (sum)
$0
The gap
$1.15T
Press / EDGAR ratio
SpaceX0 Form D parsed
Press says
$350.0B
Bloomberg · 2024-12
EDGAR shows
$0
no direct filings
Gap
$350.0B
no EDGAR baseline
Context: December 2024 tender offer at $350B implied valuation
OpenAI0 Form D parsed
Press says
$300.0B
WSJ · 2025-03
EDGAR shows
$0
no direct filings
Gap
$300.0B
no EDGAR baseline
Context: March 2025 tender at $300B (capped-profit entity)
Anthropic0 Form D parsed
Press says
$200.0B
The Information · 2025-09
EDGAR shows
$0
no direct filings
Gap
$200.0B
no EDGAR baseline
Context: September 2025 round at $183-200B reportedly
Stripe0 Form D parsed
Press says
$91.5B
Reuters · 2025-02
EDGAR shows
$0
no direct filings
Gap
$91.5B
no EDGAR baseline
Context: Feb 2025 tender offer at $91.5B valuation
Databricks0 Form D parsed
Press says
$62.0B
Bloomberg · 2024-12
EDGAR shows
$0
no direct filings
Gap
$62.0B
no EDGAR baseline
Context: Series J at $62B valuation in December 2024
Canva0 Form D parsed
Press says
$40.0B
WSJ · 2024-08
EDGAR shows
$0
no direct filings
Gap
$40.0B
no EDGAR baseline
Context: August 2024 secondary at ~$40B
Roblox0 Form D parsed
Press says
$29.5B
Bloomberg · 2021-01
EDGAR shows
$0
no direct filings
Gap
$29.5B
no EDGAR baseline
Context: Pre-direct-listing private at $29.5B in January 2021
Discord0 Form D parsed
Press says
$14.7B
Bloomberg · 2021-09
EDGAR shows
$0
no direct filings
Gap
$14.7B
no EDGAR baseline
Context: Series H at $14.7B in September 2021
Plaid0 Form D parsed
Press says
$13.4B
WSJ · 2021-04
EDGAR shows
$0
no direct filings
Gap
$13.4B
no EDGAR baseline
Context: April 2021 secondary at $13.4B (post-Visa walkaway)
Snowflake0 Form D parsed
Press says
$12.4B
TechCrunch · 2020-02
EDGAR shows
$0
no direct filings
Gap
$12.4B
no EDGAR baseline
Context: Pre-IPO Series G at $12.4B in February 2020
Notion0 Form D parsed
Press says
$10.0B
TechCrunch · 2021-10
EDGAR shows
$0
no direct filings
Gap
$10.0B
no EDGAR baseline
Context: October 2021 round at $10B
Reddit0 Form D parsed
Press says
$10.0B
Bloomberg · 2021-08
EDGAR shows
$0
no direct filings
Gap
$10.0B
no EDGAR baseline
Context: Pre-IPO peak at $10B in August 2021
Klaviyo0 Form D parsed
Press says
$9.5B
Forbes · 2021-08
EDGAR shows
$0
no direct filings
Gap
$9.5B
no EDGAR baseline
Context: Pre-IPO Series D at $9.5B in August 2021
Cohere0 Form D parsed
Press says
$5.5B
Reuters · 2024-07
EDGAR shows
$0
no direct filings
Gap
$5.5B
no EDGAR baseline
Context: July 2024 Series D at $5.5B
Figure AI0 Form D parsed
Press says
$2.6B
Bloomberg · 2024-02
EDGAR shows
$0
no direct filings
Gap
$2.6B
no EDGAR baseline
Context: Feb 2024 Series B at $2.6B (Microsoft, OpenAI, Nvidia)
Mercury0 Form D parsed
Press says
$1.6B
Forbes · 2024-12
EDGAR shows
$0
no direct filings
Gap
$1.6B
no EDGAR baseline
Context: December 2024 secondary at $1.6B

What the gap means and doesn't mean. The gap is not evidence of dishonesty by anyone — by the companies, the press, or the SEC. It's a structural feature of how late-stage private capital actually moves. Form D notices are triggered by primary issuance of new securities under Reg D. Tender offers (the dominant late-stage-private mechanism since roughly 2016 onward) are secondary transactions and typically don't trigger a Form D filing. So the EDGAR number captures a real but incomplete picture of capital activity.

Press valuations are sourced from the named press outlet on the date shown. We don't verify them — we surface them as reported. If a company contradicts the press number, the press number is the press's problem; we're just showing what got published.

EDGAR-verified Form D totals are pulled live from SEC EDGAR via /api/edgar/aggregate at render time, so the numbers here are always current. Our SPV research piece explains the OpenAI and Anthropic zero-direct-filing cases in detail.

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