SuRo Capital CEO Mark Klein says SpaceX, Anthropic and OpenAI will IPO only when market conditions optimally support valuation, not under pressure.
He notes abundant private capital, citing OpenAI financing and WHOOP Series G at $10.1bn, indicating liquidity remains strong.
SuRo’s NAV is expected to rise to $14.00‑$14.50 per share as of March 31 2026, driven by portfolio financing events.
Pipeline examples include Canva ($4bn revenue, 265 M MAU) and Whoop (100% annual growth), showing strong financial metrics.