AAA Kaltura cashes $150m in IPO

Kaltura cashes $150m in IPO

Kaltura, a US-based video software platform operator backed by semiconductor technology producer Intel and diversified conglomerate Mitsui, has raised $150m in its initial public offering.

The company issued 15 million shares on the Nasdaq Global Select Market priced at $10 each, the midpoint of its $9 to $11 range. Its shares were trading at $11.76 at close on Friday, implying a valuation of nearly $1.5bn.

Founded in 2006, Kaltura provides cloud-based video software products used for video-based activities such as online meetings, virtual classrooms, video pitches and podcasts. Its software is primarily targeted at business customers across the education, media and telecommunication sectors.

The company’s revenue increased from $97.3m in 2019 to $120m in the same period in 2020. It recorded a net loss of $15.6m in 2019 that climbed to about $58.8m the following year.

Kaltura had raised at least $145m prior to the offering, investment bank Goldman Sachs’ Private Capital unit having provided a $50m capital injection in 2016 at a reported $500m valuation.

Sapphire Ventures, then known as SAP Ventures, led a $47m series E round for Kaltura in 2014, investing together with Mitsui & Co Global Investment and Intel Capital, representing Mitsui and Intel respectively.

Nokia Growth Partners, the venture capital firm spun off by communication technology producer Nokia as NGP Capital, also took part in the round, as did Silicon Valley Bank, Nexus Venture Partners, .406 Ventures, Commonfund Capital and Gera Ventures.

Kaltura had previously secured $25m in a series D round in 2012 co-led by Mitsui & Co Global Investment and financial services firm Orix’s VC arm, Orix Ventures.

The company had already raised $20m in a 2011 series C round featuring Intel Capital, Silicon Valley Bank, Nexus Venture Partners, .406 Ventures and Avalon Ventures. It had already picked up $2.1m from Avalon Ventures and various angel investors.

Kaltura’s largest shareholder is .406 Ventures with a stake reduced from 16.1% to 14.2%. Its other notable shareholders iinclude Nexus Venture Partners (12.9% post-IPO), Goldman Sachs’ Special Situations Investing Group II (11.6%), Avalon Ventures (7.2%), Intel Capital (6.5%) and Sapphire Ventures (6.4%).

Goldman Sachs and BofA Securities are s lead book-running managers for the IPO while Wells Fargo Securities and Deutsche Bank Securities are also book-running managers and Canaccord Genuity, JMP Securities, KeyBanc Capital Markets, Needham & Company and Oppenheimer co-managers.

The underwriters a 30-day option to purchase of about 2.3 million additional shares, potentially increasing the size of the offering to approximately $173m.