Discord EOI
Pre-IPO Unicorn Investment Syndicate – Expression of Interest (EOI) Form
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Discord Investment Profile
Secure Your Stake in the Platform Defining Digital Communities Before the IPO
🚀 Why This Matters Now
The future of online communities is real-time, interactive, and digital—and Discord is the leader shaping this rapidly expanding market.
Backed by Tencent, Sony, Benchmark, Index Ventures, and Fidelity, Discord is redefining how communities communicate, socialize, and collaborate online.
We are offering select accredited investors the opportunity to access secondary shares of Discord at its current valuation of approximately ~$6–10 billion, representing an extraordinary growth opportunity in the booming social and community platform sector.
Discord isn’t just another social app—it’s critical infrastructure powering the next era of digital communities, with significant potential to multiply in value by 2030.
📌 Quick Snapshot (As of 06/05/25)
|
Metric |
Value |
|---|---|
|
Share Price (Secondary) |
~$238 (est.) |
|
Implied Valuation |
~$6–10 Billion |
|
Projected 2030 Revenue |
~$2+ Billion (est.) |
|
Estimated 2030 Share Price |
~$1,100–$1,200 (est.) |
|
Expected ROI (by 2030) |
~4–5x (est.) |
|
IPO Timeline Estimate |
Within 1 year |
|
Revenue FY 2024 |
~$875–880 Million |
|
Revenue FY 2025 |
~$1.2–1.3 Billion |
|
Backers |
Tencent, Sony, Benchmark, Index Ventures, Accel, Greylock, Fidelity, Franklin Templeton |
💡 The Investment Case
1. Category Dominance
Discord is the leading real-time community platform, with over 200 million monthly active users and 19 million active servers each week, firmly establishing itself as the dominant infrastructure for digital communities (“Ultimate Discord Statistics for 2025,” Whop, May 26, 2025, https://whop.com/blog/discord-statistics/). This scale creates powerful network effects, significantly raising switching costs and fortifying Discord’s competitive moat in the community-driven communication space.
2. Scalable Economics
Discord’s freemium business model features gross margins estimated at around 80–90%, demonstrating exceptional scalability as user engagement increases (“Discord’s Revenue Surged in 2023,” Bloomberg, March 8, 2025, https://www.bloomberg.com/news/articles/2025-03-08/discord-s-revenue-surged-in-2023-ipo-filing-imminent). Subscription-based monetization directly aligns Discord’s revenue growth with user adoption, ensuring strong operating leverage as the platform continues to expand.
3. Strategic Expansion
Discord’s growth strategy includes expanding beyond gaming into diverse communities such as education, fandom, cryptocurrency, and generative AI. Each new vertical leverages existing integrations and community infrastructure, significantly enlarging Discord’s total addressable market and creating additional avenues for user engagement and revenue growth (“Discord is Discussing an IPO,” TechCrunch, March 7, 2025, https://techcrunch.com/2025/03/07/discord-is-discussing-an-ipo/).
4. Market Trends & User Trust
The global shift towards private, real-time, and community-based online interactions strongly favors Discord’s business model. Discord’s approach, prioritizing user-generated monetization (Nitro subscriptions and Server Boosts) rather than traditional advertising, maintains user trust and satisfaction, further enhancing the platform’s long-term dominance and resilience (“Why Discord is the Internet’s Place for Small Communities,” TechCrunch, February 14, 2024, https://techcrunch.com/2024/02/14/discord-small-communities-internet-trend/).
5. Proven Investor Confidence
Discord’s strategic backing by industry leaders such as Tencent, Sony, Benchmark, Fidelity, and Index Ventures validates its market leadership and future potential. High-profile partnerships, including Sony’s integration with PlayStation, provide strategic advantages, reinforcing investor confidence and positioning Discord as a critical partner in the gaming and digital community ecosystems (“Sony Invests in Discord,” The Verge, May 3, 2021, https://www.theverge.com/2021/5/3/22416336/sony-discord-investment-playstation-integration).
🛡️ Who It’s For
This opportunity is for accredited investors seeking late-stage, growth-oriented exposure to the booming AI and productivity sector. Discord offers exposure to a widely adopted, mature AI platform that combines innovation, robust business fundamentals, and market leadership.
📬 Ready to Claim Access?
We’re curating the investor group for Rebel Capital’s special purpose syndicate vehicle, Renegade IV-5, acquiring Discord secondary shares on behalf of members.
👈 Fill in the form to the left...
📝 You’ll receive a confidential term sheet and next steps directly from our team.
Note: This is not a public offering. Access is limited to qualified accredited investors under Regulation D.
🤝 Meet the Rebel Capital Team
Led by a syndicate of trusted operators and technologists:
- John-Michael Scott – GP, Rebel Capital
- Stewart Noyce – GP & Advisor
- Eric DeMarcus – GP & Advisor
🔒 Disclosures
This content is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. All investments involve risk, including potential loss of principal. Past performance is not indicative of future results.