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Hello everyone, almost Friday ;)

Alberto here.

Big week in private markets.
Two major stories.
One massive win for our community.

Kraken and Anthropic

Let’s get into it.

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1️⃣ Kraken’s Quiet IPO Move — And Why Our Members Already Benefited

Kraken IPO

Kraken just confidentially filed for its IPO, aiming for a $20 billion valuation.
That’s a 33% jump from its last known private valuation.
And yes — our Premium members who invested early are already seeing that upside.

No waiting for a public listing.
No hoping the stock market “wakes up.”
Real gains before Wall Street gets a taste.

Here’s the part most people miss:

Private market returns show up long before a company rings a bell on the NYSE.
The real money is made in the years leading up to the IPO — not after it.

So how did we get access?

Simple:
Network → Private Sellers → Allocation → Early Investors.
Most people never see these deals.
You need connections, brokers, secondary access, and relationships with existing shareholders.

This is where Founderscrowd Premium comes in.
Our team hunts for companies with a realistic path to liquidity.
Because liquidity is what matters.
It’s what turns a position on paper into money in your account.

Kraken checked all the boxes:

  • Clear brand.

  • Strong revenue.

  • Regulatory clarity.

  • Growing global footprint.

  • Public market appetite returning.

And now we’re here, 33% higher.
Before the public even touches it.

This is the game we’re bringing to you every week.

2️⃣ The Anthropic Opportunity — Access Through an SPV

Now let’s talk about this week’s deal.

Anthropic has become one of the fastest-growing AI companies on the planet.
And the numbers are straightforward:

  • Integrated into AWS (29% market share)

  • Integrated into Azure (20%)

  • Integrated into Google Cloud (13%)

  • Embedded in Salesforce, Slack, IBM, and other enterprise tools

  • API revenue expected to double OpenAI’s

They aren’t just building models.
They’re building the distribution layer of enterprise AI.

That’s the real moat.

And now, there’s a limited allocation through an SPV that lets retail investors get in — something typically locked to institutions, funds, or strategic partners.

The allocation is small.
The number of investors is capped.
And Anthropic continues to be one of the most requested companies in the private secondary market.

If you want to understand how these SPV deals work, how allocations get secured, and how to position yourself for early access, the full investment memo is available inside Founderscrowd Premium.

3️⃣ The Data Is Clear: Private Markets Outperform

Venture capital has outperformed public markets for nearly two decades:

  • Top-quartile VC funds average 20–30%+ annual returns

  • Traditional stock markets average 7–10%

  • Pre-IPO secondaries routinely produce 2–5x returns when timed around liquidity

  • And most generational wealth has come from early equity in private companies, not public stocks

But until recently, access was the barrier.
Not performance.

Our mission is simple:
Give everyday investors a seat at the table — with real deals, real diligence, and real access.

📈 Want Weekly Access to Deals Like This?

Founderscrowd Premium: Join hundreds of investors accessing weekly private market deals — early-stage startups, alternative assets, and secondaries in companies like SpaceX, Stripe, and OpenAI. Beta access is $40/month (normally $120).

Enjoy your Thursday.

See you Saturday for more news about the private markets and tech worlds

.

Stay sharp,

Alberto Rosado
Co-founder, Founderscrowd Capital

“The next wave of wealth won’t come from Wall Street, it’ll come from those who got in early, understood the game, and stayed consistent.”

Founderscrowd , 2025

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