Arcade (Demo)

arcade.software →

+196%

est. 2Y upside i

Sales & MarketingSeries A

Telling the story of your product is hard, and today's consumers want you to show them your product, not just talk about it. Arcade is an interactive demo platform that enables teams to create effortlessly beautiful demos -- in minutes. Designed for ease of use, Arcade removes the creative and technical barriers often felt by teams wanting to showcase their product on a website, content, or social media.

Rank

#86

Sector

Marketing & Adtech

Est. Liquidity

~5Y

Data Quality

Data: Low

Arcade offers a moderate upside potential with high risk.

Last updated: July 19, 2026

Bull (25%)+319%

If Arcade achieves category leadership in AI-powered demos, revenue reaches ~$11.9M and the forward multiple expands to 8x (inline with high-growth SaaS peers), yielding ~338% enterprise upside. After 20% dilution, the equity upside is ~319%.

Base (50%)+209%

Revenue grows to ~$11.9M and multiple converges to 6x (low end of comps), giving ~229% enterprise upside. After 20% dilution, net ~209%.

Bear (25%)+45%

Revenue disappoints at ~$11.9M, multiple compresses to 3x (below comp range). Even though exit value ($35.7M) exceeds total funding ($21.5M), the severe preference stack (99% overhang) limits common upside. After dilution, net ~45%.

Est. time to liquidity~5.0 years

Preference Stack Risk

severe

Funding Intensity

9910%

Total funding ($21.5M) is 99% of current valuation ($21.7M), leaving minimal residual for common in exit.

Dilution Risk

high

With $21.5M raised and ~$6.8M revenue, further fundraising is likely, diluting equity by ~20%.

Secondary Liquidity

none

No secondary market data; illiquid private shares.

View all 11 open roles at Arcade (Demo) →

Last updated: July 3, 2026

Questions to Ask at the Interview

Strategic questions based on Arcade (Demo)'s data — designed to show you've done your homework.

  • 1

    “How does Arcade's AI moat defend against incumbents like HubSpot or Salesforce entering the demo space?”

  • 2

    “What is the path to profitability given current burn rate and $21.5M in funding?”

  • 3

    “How does the cap table and preference stack affect employee equity value in a down-round scenario?”

Community

Valuation Sentiment

Our model estimates +196% 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.