Ambient.ai
+181%
est. 2Y upside i
AI company transforming enterprise physical security to prevent…
Rank
#113
Sector
Cybersecurity
Est. Liquidity
~4Y
Data Quality
Data: LowAmbient.ai offers a high-risk, high-reward equity opportunity.
Last updated: July 19, 2026
Underpinned by category leadership and an IPO window, revenue reaches $125.5M and the multiple expands to 12x (top of cybersecurity comps), yielding a $1.5B valuation. After 20% dilution, employee upside is 256.5%.
Revenue grows to $125.5M with the multiple converging to 10x (comp median), producing a $1.26B valuation. After dilution, upside is 193.75%.
Slower growth and competitive pressure compress the multiple to 5x, yielding $627.5M valuation—still above the $146M preference stack. After dilution, upside is 36.875%.
Preference Stack Risk
severeFunding Intensity
31800%Total funding of $146M represents 36.5% of the estimated $400M entry valuation, giving preferred investors significant liquidation preference.
Dilution Risk
highWith fast growth and no profitability, additional funding is likely within 24 months, potentially diluting common shareholders by 15-25%.
Secondary Liquidity
noneNo secondary market is documented; employee equity is expected to be illiquid until a liquidity event.
Questions to Ask at the Interview
Strategic questions based on Ambient.ai's data — designed to show you've done your homework.
- 1
“How does Ambient.ai's moat evolve against Verkada's integrated hardware-plus-software approach?”
- 2
“What is the path to profitability given the current 100% growth rate and $146M in funding?”
- 3
“How are option strike prices and the 409A valuation set given the absence of a disclosed round valuation?”
Community
Valuation Sentiment
Our model estimates +181% 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.