mynth
09/2025MinorityGrowth

Hedosophia invests in Vibe

UNITED STATES Software / AdTech EV $300–700M

Context

Vibe, a young adtech company, has just completed a new $50 million funding round led by British fund Hedosophia, with participation from existing investors such as Elaia and Singular, as well as notable angel investors Nik Storonsky (Revolut) and Ilkka Paananen (Supercell). Founded three years ago by Arthur Querou and Franck Tetzlaff, Vibe has quickly established itself as a leading player in the connected TV (CTV) advertising space, a rapidly growing segment in the US, where it now generates all of its revenue. Headquartered in New York and boasting a team of around 150 employees, the company connects its solutions to over 500 channels and apps, including Roku, Disney+, and Paramount+. The platform offers advertisers a self-service tool to launch and optimize CTV ad campaigns, enhanced with AI-powered features for ad content creation. It also leverages a database of 120 million profiles, enabling precise targeting and performance marketing capabilities. Having recently achieved profitability, Vibe expects to exceed $100 million in revenue by 2025, up from $46 million in 2024. The company has a clear ambition: to reach $1 billion in recurring revenue by 2028 and become the global leader in CTV, a burgeoning ad market estimated to be worth tens of billions of dollars.

Vibe, which reported an EBITDA margin of [members only] in 2025, is valued in this transaction at an EV/EBITDA multiple of [members only].

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Target

Founded in 2022 by French entrepreneurs Arthur Querou and Franck Tetzlaff, Vibe is a cutting-edge advertising platform specializing in Connected TV (CTV), a rapidly growing segment driven by the rise of streaming and shifting media consumption habits. The company has developed a proprietary technology that enables advertisers to purchase, manage, and measure ad campaigns across leading streaming platforms with the same ease and efficiency as they would on search engines or social media. Positioned at the intersection of adtech, digital television, and artificial intelligence, Vibe bridges the gap between advertisers and premium ad inventory offered by top TV channels and apps. Its self-service platform democratizes access to a medium traditionally reserved for large corporations, allowing small to medium-sized enterprises (SMEs) to launch targeted campaigns with flexible budgets. Additionally, the company offers AI-powered automation and content creation tools to streamline the design and optimization of ad content, making it easier for advertisers to produce high-performing ads.

Ent. Value

$300–700M

Equity Value

[members only]

Multiples

EV / Revenue

2x–6x

EV / EBITDA

[members only]

EV / EBIT

[members only]

Historical Financials (USD)

Year
Rev
EBITDA
EBIT
2025
$100–200M
[members only]
[members only]
2024
$100–200M
[members only]
[members only]

Other operations with Vibe

Other operations with Vibe
DateAcquirerTargetCountrySector
06/2026WALMARTVIBEUNITED STATESAdTech

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REFERENCES

Valuation range: EV $300–700M

Revenue range: $100–200M

EV/Revenue range: 2x - 6x

Note: This page provides detailed data on a private equity M&A transaction. Detailed and exact financial metrics for the acquisition of Vibe by Hedosophia are reserved for mynth community members. Register for free to unlock full data.

Authors: This transaction was contributed by a verified mynth contributor and cross-checked against available transaction documents and official company communications.

Target: vibe

FAQ

What transaction does this page cover?

This page covers the acquisition of a minority stake in Vibe, an American company specialised in AdTech, by Hedosophia in 2025, structured as a growth equity investment to support its development. Ownership has since evolved, leading to a subsequent transaction with Walmart in June 2026 (see the dedicated deal page for details).

How was the acquisition of Vibe by Hedosophia valued, and what multiples were paid?

mynth displays the transaction’s enterprise value within the $300–700M band and its EV/revenue multiple within the 2x - 6x range. Exact figures are available to members.

What was Vibe’s revenue at the time of the deal?

At the time of the transaction, Vibe’s annual revenue was estimated within the $100–200M range (FY 2025). Detailed financial figures are available to members.

What sources support the information on this transaction?

Transaction data and operational intelligence were compiled from independent financial press reporting by specialized M&A publications.

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