Alloy Automation

runalloy.com →

-29%

est. 2Y upside i

Series A

Launch SaaS integrations faster. Alloy Automation is used by top software companies to launch user-facing integrations more quickly than they could in-house.

Rank

#2934

Sector

Integration Platform as a Service

Est. Liquidity

~4Y

Data Quality

Data: Low

Alloy Automation offers a strong product and growing revenue, but equity upside is negative over 2 years due to a stale valuation (implied 12.7x revenue vs public comps at 4-8x) and a large preference stack ($27M on $80M valuation).

Last updated: July 19, 2026

Bull (20%)+120%

Alloy capitalizes on AI agent demand and IPO window, sustaining a 12.7x multiple on $12.2M revenue, yielding $154M exit. Common stock after preference returns 119.6% before dilution.

Base (40%)-33%

Multiple compresses to 6x in line with public comps, exit value $72.9M. Common stock returns -13.4% before 20pp dilution, net -33.4%.

Bear (40%)-100%

Multiple drops to 3x, exit $36.5M; preference stack of $27M leaves common with $9.5M, a -82% loss, amplified to -100% after dilution.

Est. time to liquidity~4.0 years

Preference Stack Risk

severe

Funding Intensity

3375%

$27M liquidation preference represents 33.75% of entry valuation, meaning common stock recovers only after $27M exit value.

Dilution Risk

high

With low revenue relative to funding and no recent round, a down round or bridge is likely within 2 years, adding 15-25% dilution.

Secondary Liquidity

none

No secondary market transactions or implied valuation exist; liquidity depends on an IPO or acquisition.

Questions to Ask at the Interview

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

  • 1

    “How does Alloy differentiate its AI agent connectivity from Workato's and Zapier's upcoming AI features?”

  • 2

    “What is the unit economics breakdown per connector, and how does that scale with customer growth?”

  • 3

    “Given the preference stack and stale valuation, what is the expected timeline to a liquidity event and how does the company plan to create common stock value?”

Community

Valuation Sentiment

Our model estimates -29% upside. What do you think?

Anonymous. Do not share material non-public information.

Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.