+108%

est. 2Y upside i

CybersecuritySeries C

Rank

#409

Sector

Cybersecurity

Est. Liquidity

~0Y

Data Quality

Data: Low

Adallom has been acquired by Microsoft, so for a job candidate starting today, the company no longer operates independently.

Last updated: July 3, 2026

Bull (15%)+2%

Optimistic scenario: company exits at $300M (3x entry), common stock returns 200% after preference redemption, capped by stage constraint.

Base (55%)+2%

Base scenario: moderate exit at $250M (2.5x entry), common stock returns ~197% after preference.

Bear (30%)-1%

Bear scenario: exit below $49.5M liquidation preference, common stock wiped out (-100%).

Est. time to liquidity~0.0 years

Preference Stack Risk

severe

Funding Intensity

50%

Total funding of $49.5M represents 49.5% of the $100M valuation, creating a severe preference overhang that would absorb almost half of any exit value before common holders participate.

Dilution Risk

low

No further funding rounds are anticipated given the company's acquisition status.

Secondary Liquidity

none

No secondary market transactions identified.

Questions to Ask at the Interview

Strategic questions based on Adallom's data — designed to show you've done your homework.

  • 1

    “What is Adallom's current relationship with Microsoft?”

  • 2

    “How does the API-based architecture differentiate from competitors like Skyhigh?”

  • 3

    “What is the expected size of the equity grant and the vesting schedule?”

Community

Valuation Sentiment

Our model estimates +108% 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.