-58%

est. 2Y upside i

FinTechSeries C

Identity decision platform for banks and fintech companies

Rank

#3048

Sector

Fintech / RegTech

Est. Liquidity

~3Y

Data Quality

Data: Medium

Alloy has defensible compliance infrastructure but $1.55B from 2022 is stretched at 36x current revenue.

Last updated: March 21, 2026

Bull (25%)+100%

International expansion + credit underwriting product drive $100M+ ARR. Acquired at 10-12x.

Base (45%)+30%

$70-80M ARR. Acquired at 7-9x ($500-720M). Below $1.55B peak.

Bear (30%)-45%

Socure/Plaid erode share. Growth stalls. Below $211M funding.

Est. time to liquidity~3.0 years
Adjusted for competitive dynamics: 32% (raw: -58%, adjustment: +7%)

Preference Stack Risk

moderate

Funding Intensity

14%

$211M raised on $1.55B; manageable at good exit.

Dilution Risk

moderate

May need growth round; flat/down possible.

Secondary Liquidity

none

No known secondary.

View all 17 open roles at Alloy →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “Revenue growth trajectory?”

  • 2

    “409A vs $1.55B Series C?”

  • 3

    “Credit underwriting product traction?”

Cluster Peers

Expected Upside

Veriff
+59%
Alloy
-58%
Sardine
-71%
Persona
-73%

Community

Valuation Sentiment

Our model estimates -58% 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.