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Chronicles

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Sources: Slack raising $250M, led by SoftBank and Accel Partners, valuing the company at more than $5B

Messaging startup is set to be valued at more than $5 billion in new funding round.  —  Slack Technologies Inc. is raising about $250 million in a funding round co-led by SoftBank Group Corp.

Bloomberg

Context & Ripple Effects

Slack's funding arc has been a steady climb: talks at $2 billion-plus in early 2015 became an April 2016 round of $200 million at $3.8 billion, when the company disclosed 2.7 million daily active users and 800,000 paid seats. The new $250 million raise co-led by SoftBank and Accel pushes the valuation past $5 billion in barely a year.

SoftBank's involvement is the notable shift — its checkbook is now large enough to anchor late-stage rounds across its portfolio, and this deal lands alongside a quarter where SoftBank reported about $2.2 billion in net profit and an $8.2 billion gain on its Intel stake.

First-order effects

  • Slack's valuation steps up from $3.8 billion to more than $5 billion in roughly fifteen months, giving it a larger war chest without going public.
  • SoftBank and Accel take lead positions in one of the most valuable private enterprise-software companies, deepening SoftBank's hold on late-stage tech deal flow.

Second-order effects

  • A $5 billion-plus mark resets the pricing benchmark for every venture-scale workplace-messaging and collaboration startup that fundraises next, since investors will price them against Slack's multiple.
  • Competing collaboration vendors face a better-capitalized Slack that can spend on sales and product without revenue pressure, forcing their own backers to fund similar scale-ups or concede ground.

Third-order effects

  • If the pattern holds — Slack raised again within a year, with reports of a $400 million-plus round at $7 billion or more led by General Atlantic — mega-rounds from a handful of funds become the default financing path for category-leading SaaS companies, extending their stay private and widening the gap between paper valuations and public-market liquidity.
  • Concentration of late-stage capital in few hands like SoftBank means single-fund appetite increasingly sets private software valuations industry-wide.

The trend: Growth-stage software valuations are being repriced upward round by round by a shrinking set of mega-funds, keeping winners private longer and concentrating pricing power with their lead investors.