AirTree bought and sold Canva in same deal at market peak

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The venture capital fund bought with its 2021 fund and sold from its 2014 fund at a $US39 billion valuation – a third higher than Canva is worth now.

One of Australia’s largest venture capital funds was both a buyer and seller of Canva stock in a deal done at the peak of the graphic design software company’s valuation in 2021.

AirTree Ventures sold 20 per cent of its holdings in its 2014 Core Fund to other investors while buying a smaller amount of Canva shares directly from the company through its 2021 Opportunity Fund.At the time, the graphic design software company was valued at $US39 billion and its stock price growth showed no sign of slowing. But itIn media reports and Canva’s press release from the time, AirTree was described as once again investing in Canva, which it had backed several times before.

The transaction allowed AirTree to give cash to its backers at a high point in the cycle and as its first fund was nearing the end of its traditional 10-year lifespan.Unlike the Core Fund, the Opportunity Fund is designed to double down on AirTree’s best bets, delivering lower-return multiples but safer investments. The 2021 fund’s investment could turn out to fit that profile when the company, which is.

Mr Blair said AirTree remained strong believers in Canva and had a significant stake in the firm through its first fund.“Selling down our position in Canva out of our first fund is just part of a consistent and disciplined process we have for averaging down our positions in breakout winners as we enter the final years of a fund,” Mr Blair said., which effectively set the $39 billion valuation in conjunction with Canva and a host of other investors, including big American funds.

Mr Blair said AirTree had strict policies to deal with conflicts between its funds if they were investing in the same company. Its Opportunity Fund could invest only when a core fund had hit its cap of backing a company and when an independent investor led the round, he said.is a technology writer for the Australian Financial Review, based in Sydney. He is a former technology editor, industrial relations and politics reporter at the Sydney Morning Herald and Age.

 

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