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Chronicles

The story behind the story

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Apptio, maker of cloud-based software to manage IT, taps banks for an IPO that could value the company at about $1B

Apptio Taps Banks for IPO  —  Cloud IT Software Maker Working With Goldman, J.P. Morgan and Bank of America on IPO  —  Apptio Inc., a maker of cloud-based software …

Wall Street Journal

Context & Ripple Effects

When Apptio hired Goldman Sachs, J.P. Morgan and Bank of America in mid-2015, the pitch was an IPO around a $1B valuation. The filing that followed made the case concrete: $129.3M of 2015 revenue, up 21% YoY, against a net loss that widened to $41M.

By September 2016 the deal had cleared the market — priced at $16 per share, above the expected $13–$15 range — and the stock's first-day surge to $22.55 left Apptio worth roughly $840M, just under the figure floated when the banks were first signed up.

First-order effects

  • Apptio converts to a public company with disclosed financials and a traded share price, while Goldman Sachs, J.P. Morgan and Bank of America land lead roles on a flagship enterprise-cloud offering.

Second-order effects

  • A deal that prices above its range and pops 40% on debut hands every comparably sized cloud IT-management vendor a fresh public benchmark — and pressure to either list or be priced against one.

Third-order effects

  • Closing near $840M despite strong first-day demand shows public markets marking down the ~$1B private-era valuation for an unprofitable subscription business — a template for how late-stage cloud-software marks get re-priced at the IPO window.

The trend: Enterprise cloud-software companies are reaching public markets before profitability, with investor demand strong enough to beat pricing ranges yet still below the valuations bankers originally floated.