Ambient.ai

ambient.ai →

-49%

est. 2Y upside i

CybersecuritySeries B

AI company transforming enterprise physical security to prevent…

Rank

#1124

Sector

Physical Security AI

Est. Liquidity

~3Y

Data Quality

Data: Medium

Ambient.ai presents a strong upside opportunity for a job seeker, driven by its proprietary AI and significant growth in the large physical security AI market.

Last updated: March 10, 2026

Bull (35%)+200%

Ambient.ai's proprietary Pulsar AI model achieves widespread adoption, capturing significant market share from legacy incumbents and outperforming competitors in false positive reduction. Strategic partnerships and product expansion drive revenue to over $200M by 2028, justifying a $780M+ valuation at a premium multiple, significantly rewarding early equity holders.

Base (45%)+50%

Ambient.ai maintains its strong growth trajectory, expanding its customer base and product capabilities within the enterprise physical security market. It successfully fends off most competitive threats, reaching approximately $100M in ARR by 2028 and achieving a $390M valuation, providing a moderate return for employees.

Bear (20%)-60%

Increased competition from well-funded incumbents like Motorola Solutions (Ava Security) and other AI analytics peers leads to pricing pressure and slower-than-expected market penetration. Growth stalls, and the company struggles to differentiate, resulting in a down round or an exit at a valuation of $104M or less, severely impacting common stock value due to the high liquidation preferences.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Investors hold $165M in liquidation preferences ahead of common stock, meaning in an exit at or below $165M, common stock holders would receive nothing. At the estimated $260M valuation, common stock would only participate in the $95M above the preference stack.

Dilution Risk

high

With a high funding intensity (63.46% of valuation from funding), future funding rounds could lead to significant dilution for existing common stock holders.

Secondary Liquidity

limited

As a Series B company with an estimated private market valuation, secondary liquidity for employee equity is likely limited, with no active public secondary market or regular tender offers identified.

Other — 2 roles

View all 2 open roles at Ambient.ai →

Last updated: March 10, 2026

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 plan to maintain its competitive moat and differentiate against dominant incumbents like Motorola Solutions (Ava Security) and other well-funded AI analytics peers in the next 2-3 years?”

  • 2

    “With the recent announcement of doubling new ARR, what is the company's strategy for scaling its sales and product offerings to capture a larger share of the $8.5B SAM, and what are the key metrics you're tracking?”

  • 3

    “Given the Series B funding stage and the total capital raised to date, how does the company envision its path to a liquidity event for employees, and what are the plans for managing potential future dilution?”

Community

Valuation Sentiment

Our model estimates -49% 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.