-8%

est. 2Y upside i

DevOps & InfraSeries D+

Low-code platform for building collaborative business applications

Rank

#2387

Sector

Low-code/No-code Development, Collaborative Software

Est. Liquidity

~3Y

Data Quality

Data: Medium

The expected equity upside over 2 years is -8.3%, driven by high incumbent threat and a severe preference overhang that dilutes common returns.

Last updated: July 19, 2026

Bull (20%)+73%

AI agent Superagent drives reacceleration; IPO window opens, multiple expands to 7x. Common exit $4.49B vs entry $2.6B.

Base (35%)+8%

Multiple converges to public comps ~5x; steady growth. Common exit $2.81B modestly above entry $2.6B.

Bear (45%)-57%

Incumbent competition compresses multiple to 3x; exit $2.52B, preference leaves common only $1.12B, a steep loss from $2.6B entry.

Est. time to liquidity~3.0 years
Adjusted for competitive dynamics: -4% (raw: -8%, adjustment: +5%)

Preference Stack Risk

severe

Funding Intensity

35%

Total funding $1.4B is 35% of $4B valuation, creating a fixed liquidation preference that heavily reduces common upside in scenarios below ~$4.5B exit.

Dilution Risk

low

Company is profitable and unlikely to need capital, but may issue equity for acquisitions.

Secondary Liquidity

limited

Secondary transactions exist (valuation sourced from secondary market), but liquidity is not guaranteed for all shareholders.

Other — 41 roles

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Last updated: February 22, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Airtable plan to differentiate against Microsoft Power Apps and Google AppSheet?”

  • 2

    “What is the revenue breakdown between subscription and AI products?”

  • 3

    “Given the 35% preference overhang, how does the company approach employee equity liquidity and value realization?”

Community

Valuation Sentiment

Our model estimates -8% 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.