Allium
-63%
est. 2Y upside i
Allium provides on-chain data infrastructure products ranging from managed blockchain databases, enriched data schemas, to real-time alerting capabilities.
Rank
#3434
Sector
Fintech
Est. Liquidity
~3Y
Data Quality
Data: LowDue to missing valuation data and a high implied revenue multiple, the estimated 2-year equity upside is significantly negative.
Last updated: July 3, 2026
In a bull case, Allium achieves IPO within 2 years, sustaining a 15x revenue multiple on $7.1M revenue, yielding $106.5M exit. After 20% dilution, upside is -13.65%.
Base case assumes multiple converges to 10x on $7.1M revenue, exit at $71M, with 20% dilution resulting in -49.1% upside.
Bear case: multiple compresses to 5x, exit $35.5M below $60M liquidation preference, common stock recovers -100%.
Preference Stack Risk
severeFunding Intensity
1714%Total funding of $60M represents 60% of assumed entry valuation, creating a large liquidation preference overhang.
Dilution Risk
highWith Series B completed, further dilution likely in future rounds given high cash burn (implied by heavy funding).
Secondary Liquidity
noneNo secondary market activity reported; liquidity difficult before IPO.
GTM — 6 roles
- Account Executive (Hong Kong Based) · Hong Kong
- Account Executive (TradFi Segment) · New York
- Business Development Rep (New York) · New York
- +3 more →
Engineering — 5 roles
- Blockchain Data Wizard, Analyst or Scientist · New York
- Blockchain Research Analyst · New York
- Engineering Intern - General / AI · New York
- +2 more →
General — 2 roles
- Business Operations Manager · New York
- Generalist Intern · New York
Design — 1 role
- Founding Product Designer · New York
Product — 1 role
- Product Manager · New York
Last updated: March 10, 2026
Questions to Ask at the Interview
Strategic questions based on Allium's data — designed to show you've done your homework.
- 1
“How do you plan to differentiate Allium's data from incumbents like Chainalysis and Dune Analytics?”
- 2
“What is the expected path to profitability given the current burn rate?”
- 3
“What is the typical vesting schedule and what is the secondary market liquidity for common stock?”
Community
Valuation Sentiment
Our model estimates -63% 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.