US VC-Backed Exits — 2021 to 2026

The Exit Window Reopened

After two years of drought, VC exits are roaring back. $347B in Q1 2026 alone — already surpassing full-year 2025. SpaceX just became the largest IPO in history.

$347BQ1 2026 exits
6.7xrecovery from trough
$2.27TSpaceX IPO
995acquisitions in 2025

2025 Total Exits

$302B

Nearly 2x 2024

2025 IPOs

62

Up from 58

2025 M&A Deals

995

$112.7B total

2026 Q1 Run Rate

$1.4T

If pace holds

Annual Exit Value

US VC-backed exit value ($B). 2026 shows Q1 only.

IPO Count Trend

Number of VC-backed IPOs per year. 2026 shows Q1 only (22 IPOs).

Notable 2025–2026 IPOs

The biggest names returning to public markets.

SpaceX

Jun 2026

+27%

$2.27T

Largest IPO ever. +27% day 1.

CoreWeave

Mar 2025

+64% YTD

GPU cloud provider, surging demand.

Hinge Health

2025

+28% YTD

Digital MSK therapy leader.

Klarna

Sep 2025

Declined

BNPL giant, struggled post-IPO.

Who's Next?

The most anticipated upcoming IPOs in the pipeline.

Anthropic

$965B filed

Databricks

Expected 2026

Stripe

Expected 2026–27

2025 M&A Activity

995 acquisitions

$112.7B

Strategic acquirers and PE firms provided an alternative exit path as the IPO window was still thawing. M&A remained the dominant exit route by volume.

@Trace_Cohen · t@nyvp.com