Actively
+3%
est. 2Y upside i
Rank
#1989
Sector
Sales AI / GTM Software
Est. Liquidity
~5Y
Data Quality
Data: LowActively.ai offers a speculative equity opportunity with an expected 2.5% upside over 2 years based on assumed revenue of $15M ARR and high 100% YoY growth.
Last updated: July 19, 2026
Actively sustains >75% growth, exits at 10x forward revenue (~$410M valuation) driven by IPO window and category leadership in AI sales agents. Strong competitive moat and enterprise adoption fuel premium multiple.
Growth decelerates to ~45% in year 2, exit multiple normalizes to 7x (~$287M valuation), converging with public comps. Revenue reaches $41M ARR but valuation remains near current levels.
Incumbent pressure from Salesforce and Apollo.io compresses multiple to 4x (~$164M valuation). Slower growth (sub-50%) and preference stack reduce common equity value below entry.
Preference Stack Risk
highFunding Intensity
27%Total funding of $68M represents 27.2% of valuation; in a down round, preferred shareholders get first $68M, potentially leaving common stock worthless.
Dilution Risk
lowWith a fresh $45M Series B, the company likely has 2+ years of runway; no additional raise expected within 24 months.
Secondary Liquidity
noneNo secondary market implied value or tender offers are indicated; employee shares are illiquid until an exit event.
Questions to Ask at the Interview
Strategic questions based on Actively's data — designed to show you've done your homework.
- 1
“How does Actively's custom AI agent differentiate from native features in Salesforce or HubSpot, and what is the defensibility timeline?”
- 2
“What is the current ARR and net dollar retention? How does the sales cycle length compare to competitors?”
- 3
“Given the preference stack and lack of secondary liquidity, what is the expected exit horizon and how does the company plan to provide liquidity for employees?”
Community
Valuation Sentiment
Our model estimates +3% 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.