Professional
Added to YB: 2024-10-24
Pitch date: 2024-10-24
CLBT [bullish]
Cellebrite DI Ltd.
-0.78%
current return
Author Info
Deep Sail Capital's strategy puts more emphasis on business models and growth potential than solely on valuations. They seek to understand in depth the industry dynamics of the companies we are invested in. The fund has three core investment focuses: quality, microcaps, and special situations. Follow on Twitter/X.
Company Info
Cellebrite DI Ltd. develops solutions for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
Market Cap
$3.9B
Pitch Price
$18.05
Price Target
N/A
Dividend
N/A
Sector
Software
Category
growth
Deep Sail Capital Portfolio Holding: Cellebrite DI Ltd.
CLBT: Critical digital forensics software for law enforcement. 125%+ net retention, low churn. UFED (80% rev) near 100% adoption. Pathfinder & Guardian offer cross-sell opportunity. 20-30% growth, expanding margins. $350M net cash. Valued at 21x FY2026 EV/EBITDA. Risks: SPAC IPO, overreliance on gov't clients.
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