Airtime
-35%
est. 2Y upside i
Airtime (FKA mmhmm) is a new and better way for companies and individuals to create clear, compelling video communications.
Rank
#3050
Sector
Business/Productivity Software
Est. Liquidity
~3Y
Data Quality
Data: LowDue to missing financial data, this analysis has low confidence.
Last updated: July 19, 2026
Airtime achieves 60% revenue growth and expands into enterprise, leading to a $1.2B exit multiple of 15x on $80M revenue, outperforming incumbents via deep integration.
Moderate growth to $50M revenue, multiple compresses to 10x, exit at $500M, yielding no gain after dilution.
Incumbent features render Airtime redundant, revenue stagnates, and the company exits below $235M total funding, wiping out common equity.
Preference Stack Risk
severeFunding Intensity
47%Total funding $235M represents 47% of assumed valuation, giving preference holders significant protection.
Dilution Risk
highLikely need to raise additional capital given operating losses, diluting common equity.
Secondary Liquidity
noneNo secondary market activity reported; liquidity events uncertain.
Questions to Ask at the Interview
Strategic questions based on Airtime's data — designed to show you've done your homework.
- 1
“How does Airtime defend against incumbents adding similar features to their platforms?”
- 2
“What is the current revenue run rate and unit economics?”
- 3
“Given the 2022 round and absence of new funding, what is the expected liquidity timeline?”
Community
Valuation Sentiment
Our model estimates -35% 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.