You can’t buy the company. You can buy what moves with it.
StratSeek maps private companies to the public stocks, ETFs, and funds that move with them — and against them — with direction, dated evidence, and what each route misses.
Then watch any company and get an email when its map changes — new routes, broken theses, score moves. Do the research once; never re-do it.
StratSeek places a private company at the center and maps eight public-market relationship categories around it: similar public companies, strategic investors, partners and customers, suppliers, ETFs and funds, credit, commodities, and competitors. Each relationship provides partial public-market exposure but is not equivalent to owning the private company.
Private company
Not directly investable
No public ticker
Select a category to see what it captures — and what it misses.
Resolve
Enter a private company, website, technology, ticker, or theme. StratSeek identifies what it actually is and what the business actually does.
Deconstruct
The business is broken into investable value-chain layers — who supplies it, who it sells to, what it competes with, what it depends on.
Map
Each layer maps to public instruments — stocks, ETFs, funds, credit, commodities — with evidence, a Connection Score, and what each route captures and misses.
What every map gives you
A decisive takeaway. The strongest routes ranked — not a list of maybes.
Non-obvious instruments. Suppliers, investors, credit, and hedges you wouldn’t find by ticker search.
Direction on every connection. What moves with the company — and what moves against it.
Dated evidence and catalysts. Every claim carries a source and a date, plus what to watch next.
What breaks the thesis. The condition that invalidates each route, stated up front.
What it misses — honestly. Every route lists what it doesn’t capture, and corrections stay visible.
The report you read today is not the report next month.
Every map on this site keeps re-researching itself. This is what actually changed across published maps in the last 30 days — after the original reports were written:
9
routes removed
1
corrections & updates
- 2026-09-10SkydioCorrection issuedTyler Technologies Inc (TYL): Relationship was overstated as disruption_loser; Tyler Technologies (TYL) competes in broader CAD/RMS software market, not directly displaced by Skydio drones. CentralSquare integration with Skydio is a co-selling opportunity for both, not a zero-sum threat to TYL's CAD monopoly. Invalidate thesis as incorrectly framed.
- 2026-09-10SkydioRoute removedAndreessen Horowitz (via Coinbase Global, Inc. ADR) (COIN): Coinbase Global Inc (COIN) is a flagship a16z investment, but Coinbase's equity price is not materially dependent on Andreessen Horowitz's Skydio equity stake or returns. Relationship violates causality rule; a16z's venture returns do not drive COIN's business model or stock price. Removed as speculative and indirect.
- 2026-09-10SkydioRoute removedAlphabet Inc. Class A (GOOGL): Linse Capital (Google Ventures affiliate) participated in Skydio's Series F funding, but Alphabet/Google's own investment is indirect via Linse; no disclosed direct equity stake or venture fund exposure sufficient to constitute material directional exposure. Carried forward entry conflates Linse Capital participation with GOOGL equity ownership, violating causality rule (Skydio's success does not
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Latest Strategy Maps
All maps →Finished research reports — every map deconstructs one private company or theme into layers and shows the public instruments connected to each, with evidence and Connection Scores.
Skydio
private companyAmerican autonomous drone manufacturer specializing in self-flying unmanned aerial vehicles for enterprise, defense, and consumer applications.
Mars Incorporated
private companyFamily-owned global manufacturer of confectionery, pet food, and food products, known for brands like M&M's, Snickers, Pedigree, and Whiskas.
Koch Industries
private companyOne of the largest private companies in the United States, operating diverse businesses in refining, chemicals, manufacturing, trading, and other industries.
Oura
private companyFinnish health technology company that manufactures the Oura Ring, a wearable smart ring that tracks sleep, activity, readiness, and physiological metrics.
Notion
private companyNotion is a productivity and collaboration platform that combines note-taking, wikis, databases, and project management in a unified workspace.
Helsing
private companyEuropean defense AI company developing artificial intelligence software and systems for military and national security applications.
Glean
private companyEnterprise AI search and knowledge management platform that connects workplace applications to help employees find information across their organization.
Runway
private companyAI-powered video generation and creative editing platform enabling users to create and manipulate video content using generative artificial intelligence.
Every relationship carries evidence and caveats. Connection Scores measure relationship strength to the thesis — never expected return, and never a buy rating. Read the methodology.