Ambient.ai

ambient.ai →

+134%

est. 2Y upside i

CybersecuritySeries B

AI company transforming enterprise physical security to prevent…

Rank

#185

Sector

Cybersecurity

Est. Liquidity

~4Y

Data Quality

Data: Low

Joining now offers an attractive risk/reward: at an assumed $500M entry valuation, the base case reaches ~$1.26B (10x on $125M projected ARR) and delivers ~131% net upside, with a 50% probability.

Last updated: August 4, 2026

Bull (30%)+257%

Agentic physical security hits inflection; Ambient.ai sustains >50% growth and an IPO window/category leadership keeps the multiple at 15x forward revenue, an enterprise value of ~$1.88B vs $0.5B entry. After 20% dilution, common upside is ~256%.

Base (50%)+131%

Revenue reaches ~$125M by month 24 with growth decaying to 75% then 56%; a 10x forward revenue multiple gives a $1.26B exit, converging to the public comp range. Net common upside is ~131% after 20% dilution.

Bear (20%)-45%

Incumbent security platforms (Verkada, Google Vision AI) and macro pressure compress the multiple to 3x forward revenue, a $377M enterprise value. Common equity falls ~45% net of dilution, but exit value stays above the $146M preference stack, avoiding a wipeout.

Est. time to liquidity~4.0 years

Preference Stack Risk

high

Funding Intensity

29%

$146M of preferred liquidation preference equals ~29% of the assumed $500M entry valuation; common only starts sharing above $146M exit value.

Dilution Risk

high

With ~$146M raised and likely cash burn, a new round within 24 months is probable; assume 20pp dilution from incremental shares/option pool.

Secondary Liquidity

none

No secondary market data; shares are illiquid until IPO, M&A, or a tender offer.

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's edge-optimized VLM moat defend against Verkada or Google Cloud bundling Vision AI into their existing physical security hardware footprints?”

  • 2

    “What is net revenue retention and CAC payback for multi-site enterprise deployments, and how does the platform land-and-expand?”

  • 3

    “What is the current 409A/common-stock valuation, and how much dilution should I assume from the next preferred round?”

Community

Valuation Sentiment

Our model estimates +134% 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.