/ About this event
Anthropic's IPO is one of the most talked-about offerings in years. Whether you're a founder, a tech employee, or an investor, this session will help you make sense of it from the perspective of the insiders and decision makers who price, buy, and prepare companies for IPOs.
Elsa Capital Managing Partner Sarah Fu has seen IPOs from every side: as an institutional buyer, as a banker taking companies public, and from inside a company preparing to go public. In this session, we'll break down the Anthropic IPO through the lens of those who drive the outcome:
- What the largest institutional buyers will focus on, and how they actually think about valuation - How the bankers are likely to frame the story - The questions that matter beyond the headline number - How to think about Anthropic's long-term valuation and outlook
This is an intimate session for founders, operators, and investors. Space is limited, and registrations are approved individually.
About the Speaker:
- The buyer: Investor at Fidelity Investments, one of the largest and most influential institutional buyers of IPOs. Sarah has evaluated 10 IPOs, including many where she led Fidelity to be the #1 buyer. - The banker: Technology investment banker at Morgan Stanley, where she helped take companies public, including Alibaba, the largest IPO in history at the time. - The company: Operator inside leading tech firms like Stripe, where she led fundraising and IPO readiness. - Stanford MBA, Wharton undergrad, CFA charterholder
About Elsa Capital:
Elsa Capital is a thesis-driven venture fund investing in vertical AI applications and financial infrastructure powering the AI economy.
Please note This event is NOT affiliated with, sponsored by, or endorsed by Anthropic in any way. We have no current affiliation with any underwriter on this offering. Neither the speaker nor Elsa Capital currently holds a position in Anthropic.
All views are the speaker's own, based only on publicly available information, and are for general educational and informational purposes only. Nothing presented is investment, legal, tax, or accounting advice, a recommendation to buy, sell, or hold any security, or an offer or solicitation of any kind. Attending does not create an advisory or fiduciary relationship with the speaker or Elsa Capital.
The discussion may include opinions, estimates, and forward-looking views that are inherently uncertain and may prove wrong. Information may be incomplete or out of date, and no representation is made as to its accuracy. Investing in IPOs involves significant risk, including the loss of your entire investment. Please do your own research and consult your own financial, legal, and tax advisors before making any investment decision. The speaker and Elsa Capital accept no liability for any losses arising from reliance on this discussion.
This event is a part of #SFTechWeek—a week of events hosted by VCs and startups to bring together the tech ecosystem. Learn more at www.tech-week.com
