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125x returns on Instacart for seed investors

Summary:

  • Instacart (YC startup) went to IPO at $30/share on Sep 18, 2023
  • Seed and series A investors got 125x return (without factoring in dilution)
  • Late stage investors got negative returns
  • Late stage VC seems like easy money (as you get to invest in derisked businesses only and just flip them before the IPO) but is very hard in reality. Source:

The various stages and stock price:

https://x.com/b_nicks11/status/1706697905153687557?s=46&t=3M0KdWHI2R4FjKbL-WWA5A

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Other useful reads:

https://aswathdamodaran.blogspot.com/2023/09/putting-instacart-before-grocery-horse.html