Activeloop
-52%
est. 2Y upside i
Activeloop is transforming the way organizations harness their data for AI with Deep Lake and Multi-modal AI Search. Whether organizations are answering critical clinical questions, conducting deep research, or searching across vast repositories of scientific papers, Activeloop empowers them to index, search, and organize billions of documents, images, and videos intuitively using natural language powered by Large Language Models.
Rank
#710
Sector
AI Data Management
Est. Liquidity
~4Y
Data Quality
Data: MediumActiveloop presents a strong upside opportunity for a job seeker, with an estimated 102.5% expected return over a two-year horizon.
Last updated: March 10, 2026
Activeloop's Deep Lake becomes the de-facto standard for multimodal AI data management in regulated enterprise environments, capturing significant market share from general-purpose solutions. Revenue grows to $32M+ by 2028, justifying a $1.125B+ valuation at a premium 35x multiple, driven by its strong moat and critical infrastructure role in the booming GenAI market.
Activeloop maintains its strong niche in specialized AI data management, growing revenue to ~$18M by 2028. It faces continued competition from cloud incumbents and other vector databases but secures key enterprise customers. Valuation reaches $270M at a 15x revenue multiple, offering moderate upside from the current valuation.
Major cloud providers (Microsoft, Google, AWS) aggressively integrate specialized AI data management and vector database features, commoditizing Activeloop's core offerings. Growth stalls at ~$11.5M revenue by 2028, and a down round leads to a $67.5M valuation, wiping out a significant portion of common stock value due to competitive pressures and a reduced multiple.
Preference Stack Risk
moderateInvestors hold $20M in liquidation preferences, representing 8.88% of the estimated current $225M valuation.
Dilution Risk
highAs a Series A company, Activeloop will likely require additional funding rounds, which will lead to further dilution of existing equity holders.
Secondary Liquidity
noneGiven its early stage (Series A), there is currently no active secondary market for Activeloop shares.
Engineering — 1 role
- VP of Engineering · Mountain View
Last updated: March 10, 2026
Questions to Ask at the Interview
Strategic questions based on Activeloop's data — designed to show you've done your homework.
- 1
“Given the strong competitive landscape with major cloud providers like Microsoft and Google actively expanding their AI data services, how does Activeloop plan to maintain and grow its market share, particularly in the next 2-3 years?”
- 2
“With current revenue estimated at ~$18M and a significant TAM, what is Activeloop's strategy for accelerating revenue growth and customer acquisition, especially beyond its current notable customers in regulated sectors?”
- 3
“As a Series A company, what is the anticipated timeline for future funding rounds or a liquidity event, and how does the company plan to manage potential dilution for early employees holding equity?”
Community
Valuation Sentiment
Our model estimates -52% upside. What do you think?
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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.