Arcion Labs

arcion.io

-61%

est. 2Y upside i

Data & AnalyticsDevOps & InfraSeries A

Rank

#2480

Sector

Data Integration, Database Software

Est. Liquidity

~0Y

Data Quality

Data: Medium

Arcion Labs was acquired by Databricks for over $100M on October 23, 2023.

Last updated: March 10, 2026

Bull (28%)+200%

Arcion Labs' patent-pending CDC technology and cloud-native platform gain significant traction with Fortune 500 companies, leading to a strategic acquisition at a premium valuation of $300M (3x current) or a successful IPO, driven by strong revenue growth and market leadership in real-time data integration.

Base (44%)0%

Arcion Labs continues its steady growth, successfully expanding its customer base and product capabilities. The company is acquired by a larger platform player like Databricks for its current valuation of $100M, providing a modest return for early investors and employees.

Bear (28%)-70%

Increased competition from incumbents like Oracle GoldenGate and Fivetran, coupled with slower-than-expected enterprise adoption, leads to a down round or a distressed acquisition at $30M, resulting in significant loss for common shareholders due to liquidation preferences.

Est. time to liquidity~0.0 years

Preference Stack Risk

high

Funding Intensity

18%

Investors contributed $18M in total funding. In a $100M exit, they would likely receive their $18M back first, potentially leaving $82M for common shareholders, depending on liquidation preferences.

Dilution Risk

moderate

As a Series A company prior to acquisition, Arcion Labs would likely have required additional funding rounds, posing a moderate risk of future dilution for common shareholders.

Secondary Liquidity

none

As an early-stage, privately held company, there was no active secondary market or tender offers for Arcion Labs' equity prior to its acquisition.

Other 3 roles

View all 3 open roles at Arcion Labs

Last updated: February 18, 2026

Questions to Ask at the Interview

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

  • 1

    Given the acquisition by Databricks, how has Arcion's product roadmap and integration strategy evolved within the larger Databricks ecosystem, particularly concerning the Photon engine and Unity Catalog?

  • 2

    Arcion's technology focuses on real-time Change Data Capture (CDC). How is Databricks planning to leverage this capability to differentiate its data ingestion and processing offerings against competitors like Snowflake and Google Cloud's data services?

  • 3

    For a new hire joining the former Arcion team, what are the key opportunities for career growth and impact within Databricks, and how does the equity package reflect the long-term potential within the combined entity?

Community

Valuation Sentiment

Our model estimates -61% 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.