Aisera
+79%
est. 2Y upside i
Rank
#637
Sector
Enterprise Software
Est. Liquidity
~2Y
Data Quality
Data: LowDespite the strong moat and blue-chip customers, the incumbent threat from ServiceNow and recent acquisition introduce uncertainty.
Last updated: July 3, 2026
Automation Anywhere's distribution and capital accelerate growth; AI category leadership drives multiple expansion to 5x revenue, yielding 200% upside capped by stage.
Steady growth with moderate multiple convergence to 3.5x revenue, yielding 146% upside after preference overhang.
Intense competition from ServiceNow/Moveworks and big tech compresses multiple to 1.5x revenue; preference overhang reduces common recovery to -15%.
Preference Stack Risk
highFunding Intensity
26%Total funding of $164.5M represents 26.4% of entry valuation, creating a high preference overhang.
Dilution Risk
lowHigh revenue ($257M) suggests no near-term capital need; parent funding likely eliminates dilution.
Secondary Liquidity
limitedPost-acquisition, secondary liquidity may be limited until Automation Anywhere offers tender or IPO.
Questions to Ask at the Interview
Strategic questions based on Aisera's data — designed to show you've done your homework.
- 1
“How does Aisera's Context Graph differentiate from ServiceNow's Now Assist for Q1?”
- 2
“How will the outcome-based pricing impact deal size and churn?”
- 3
“Given the acquisition, what is the expected liquidity timeline for subsidiary equity?”
Community
Valuation Sentiment
Our model estimates +79% 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.