Gravitywell.Research
Company · Fintech

Razorpay.

UnicornTracked across 4 covered firms · 4 equity · 0 creditVintage Aug 2026Fintech sector dossier
IPO Pipeline · Confidential DRHP filed Jun 2026 · end-2026 target

~₹5,700 Cr (₹2,700 Cr fresh + OFS) at a reported ~₹60,000 Cr (~$6.8bn): below the $7.5bn private peak; Axis, Kotak, JPMorgan, Citi mandated. The bellwether print for every fintech mark — reports conflict on the discount: ~₹60,000 Cr talk vs '~$2.5bn below the private mark' expectations Full pipeline →

Equity holders · 4
FirmEnteredEntryStatus12-moRead
Peak XV Partners2015Series AUnicornConfidential DRHP filed; ~$5-6bn expected: the next big realisation
Lightspeed India2015EarlyUnicornIPO-bound 2026
Z472015EarlyUnicornConfidential DRHP Jun 12, 2026: ₹5,000-6,000 Cr at $5-6bn (below $7.5bn private peak)
Tiger Global2019GrowthUnicornReverse-flipped to India; DRHP filed: cross-held with Peak XV, Lightspeed, Z47

Aggregated from Gravitywell's tracked position books: covered firms only, not the full cap table. Entries, stages and reads are per-holder reconstructions from public disclosures (E). Point-in-time as of Aug 2026.

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