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Tech IPO Conversations with Fexingo: Public Software Companies and Capital Markets

Tech IPO Conversations with Fexingo: Public Software Companies and Capital Markets

By: Fexingo
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Lucas and Luna dissect the mechanics of software IPOs — from S-1 filings to aftermarket trading — using real-time market data and regulatory filings. Each episode examines one recent or upcoming public listing, pricing dynamics, underwriter influence, and secondary market performance. Lucas brings journalistic rigor to valuation metrics, lockup periods, and direct listings versus traditional IPOs; Luna challenges assumptions about growth sustainability and insider selling. They analyze SPAC merger terms, IPO pops, and post-listing earnings trends with specific numbers and named companies. This show serves equity analysts, venture investors, and founders weighing exit strategies who want grounded analysis of how software companies transition from private to public markets. Conversations range from the mechanics of bookbuilding to the signaling effects of dual-class structures. What does a 20% first-day pop actually tell you about a company's long-term prospects? How do interest rate changes alter the IPO pipeline? #TechIPOs #SoftwareCompanies #CapitalMarkets #PublicOffering #IPOAnalysis #S1Filing #Valuation #Underwriting #DirectListing #SPAC #SecondaryMarket #LockupPeriod #EarningsReports #MarketData #Business #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Economics
Episodes
  • Why Post-IPO Companies Are Going Green with ESG Bonds

    Why Post-IPO Companies Are Going Green with ESG Bonds
    Jun 15 2026
    In this episode of Tech IPO Conversations, Lucas and Luna explore a fresh trend among post-IPO tech companies: issuing green and sustainability-linked bonds. They discuss why companies like Rivian and Beyond Meat are turning to ESG debt to fund growth without diluting shareholders, and how investor appetite for these bonds is reshaping capital markets. The hosts reference recent market data showing Rivian's stock at $16.76 (down 0.5% over five days) and broader tech selloffs, and tie in a TechCrunch headline about AI companies racing to go public. Specific examples include Rivian's $1.5 billion green bond issued in 2025 and Beyond Meat's sustainability-linked bond. Lucas and Luna debate whether these bonds are genuine commitments or marketing tools, and how they affect post-IPO balance sheets. The episode also includes a donation segment supporting the ad-free podcast. #ESGBonds #GreenBonds #PostIPO #TechIPO #Rivian #BeyondMeat #Sustainability #CapitalMarkets #CorporateFinance #IPO #LucasAndLuna #FexingoBusiness #BusinessPodcast #TechPodcast #FinancePodcast #GreenFinance #ESGInvesting #DebtMarkets Keep every episode free: buymeacoffee.com/fexingo
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    10 mins
  • Why Post-IPO Companies Are Listing Bonds to Avoid Dilution

    Why Post-IPO Companies Are Listing Bonds to Avoid Dilution
    Jun 14 2026
    In this episode of Tech IPO Conversations, Lucas and Luna explore a growing trend among post-IPO tech companies: issuing corporate bonds to raise capital instead of selling more shares. With a focus on how firms like Airbnb and Palantir have recently tapped the bond market, the hosts break down the math behind debt versus equity financing in a high-interest-rate environment. They discuss the pros and cons for shareholders, including dilution avoidance and balance-sheet flexibility, and why the strategy is gaining traction in mid-2026. Lucas cites specific examples, including Airbnb's $1.5 billion bond offering in April and Palantir's $800 million convertible note, while Luna highlights investor appetite for tech debt. The episode also touches on the broader macro context—how rising rates have made bond yields attractive to institutional buyers—and what this means for the IPO pipeline. A must-listen for anyone tracking capital markets strategy. #PostIPO #BondMarket #CorporateBonds #ConvertibleNotes #AntiDilution #Airbnb #Palantir #TechDebt #CapitalRaising #EquityDilution #InterestRates #BalanceSheet #CapitalMarkets #IPOStrategy #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • How Post-IPO Companies Use Insider Sales to Time the Market

    How Post-IPO Companies Use Insider Sales to Time the Market
    Jun 14 2026
    In this milestone 50th episode of Tech IPO Conversations, Lucas and Luna explore a strategic angle often overlooked: how post-IPO companies and their insiders time secondary stock sales to maximize value. With the S&P 500 down 18% from its peak and the Renaissance IPO Index off 22% year-to-date in mid-2026, many newly public firms are accelerating insider sales before further declines. Lucas breaks down the mechanics of Rule 10b5-1 trading plans, the signaling impact of insider selling versus buybacks, and why companies like Palantir—down 6.2% in the past five days—are rushing to get sales done. Luna counters with data showing that insider sales at post-IPO companies have surged 40% in Q2 2026 compared to Q1, a trend that tells investors more about management conviction than any single earnings call. The episode also touches on how lockup expirations interact with insider selling windows, and why the SEC's recent guidance on 10b5-1 plans is changing the game. A must-listen for anyone tracking secondary offerings and insider behavior in volatile markets. #PostIPO #InsiderSales #SecondaryOfferings #Rule10b5-1 #Palantir #IPOMarket #StockMarketVolatility #SEC #LockupExpiration #InsiderTrading #TechIPOs #CapitalMarkets #Q2Earnings #Selloff #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    11 mins
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