Alliance DAO

alliance.xyz →

+54%

est. 2Y upside i

Alliance DAO is an accelerator for crypto founders to start and grow their companies.

Rank

#1602

Sector

Web3 Accelerator

Est. Liquidity

~4Y

Data Quality

Data: Medium

Alliance DAO operates in a high-growth Web3 and AI accelerator market with a strong brand and notable portfolio successes.

Last updated: March 10, 2026

Bull (15%)+300%

Alliance DAO significantly expands its market share in Web3 and AI acceleration, attracting top-tier startups and securing highly successful exits from its portfolio companies like Magic Eden and Manta Network. This success drives the company's valuation to $100M, a 300% increase. However, due to the $50M in liquidation preferences, common stock holders would only see returns on the $50M above the preference stack.

Base (40%)+100%

Alliance DAO maintains its position as a reputable accelerator, continuing to attract quality startups and achieve moderate success with portfolio company exits. The company's valuation doubles to $50M. Given the $50M in liquidation preferences, common stock holders would likely see little to no return at this valuation.

Bear (45%)-70%

Intense competition from well-funded incumbents like a16z and Binance Labs, coupled with regulatory headwinds in the Web3 space, limits Alliance DAO's ability to attract top talent and secure favorable investment terms. The company's valuation drops to $7.5M, a 70% decrease, resulting in common stock being entirely wiped out due to the substantial liquidation preferences.

Est. time to liquidity~4.0 years

Preference Stack Risk

severe

Investors have contributed $50M in total funding, while the company is currently valued at $25M. This implies investors hold $50M in liquidation preferences, which is twice the current company valuation, severely impacting common stock value.

Dilution Risk

high

With the current valuation below total funding, future fundraising rounds are highly probable and could lead to significant additional dilution for existing common shareholders.

Secondary Liquidity

none

There is no active secondary market for Alliance DAO's company equity. An associated token (ALLY) exists but has a negligible market capitalization.

Questions to Ask at the Interview

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

  • 1

    “Given the intense competition from established players like a16z and Binance Labs, what specific strategies is Alliance DAO employing to maintain its competitive moat and attract the top 1% of Web3 founders?”

  • 2

    “How does Alliance DAO measure its success and impact beyond the valuation and exits of its portfolio companies, especially considering the long-term nature of venture-style returns?”

  • 3

    “With the current valuation of $25M and $50M in total funding, how is Alliance DAO thinking about future fundraising rounds and potential liquidity events for employees holding common stock or options, particularly regarding the preference stack?”

Community

Valuation Sentiment

Our model estimates +54% 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.