-42%

est. 2Y upside i

CybersecurityFinTechSeries B

Blockaid is a Sequoia-backed company since 2022.

Rank

#711

Sector

Cybersecurity, Web3 Security, Fintech

Est. Liquidity

~3Y

Data Quality

Data: Medium

Blockaid presents a strong upside opportunity driven by its critical role in the rapidly expanding Web3 security market and impressive customer traction (securing $312B in assets).

Last updated: March 10, 2026

Bull (35%)+250%

Blockaid leverages its deep integrations and proprietary AI/ML to become the dominant Web3 security platform, expanding aggressively into traditional finance and fintech. Revenue surges to $75M ARR by 2028, justifying a $1.875B valuation at a 25x multiple, representing a 250% upside from the current valuation.

Base (40%)+75%

Blockaid maintains its strong position in Web3 security, growing with the market and fending off competitors. Revenue reaches $30M ARR by 2028, leading to an acquisition or IPO at a $550M valuation, a 75% upside from today, with a multiple of ~18x revenue.

Bear (25%)-60%

Increased competition from incumbents like Chainalysis and market volatility in Web3 lead to slower-than-expected growth. Revenue stalls at $15M ARR, resulting in a down round or acquisition at a $125M valuation. Given $89.1M in liquidation preferences, common stock holders would see significant losses.

Est. time to liquidity~3.0 years

Preference Stack Risk

high

Funding Intensity

28%

Investors hold $89.1M in liquidation preferences ahead of common stock. In an exit at or below $315.4M, common stock holders may receive little to no return.

Dilution Risk

moderate

As a Series B company, Blockaid will likely require additional funding rounds (Series C, D) before an IPO or acquisition, which will lead to further dilution for existing equity holders.

Secondary Liquidity

limited

Accredited investors can buy pre-IPO shares through platforms like EquityZen and Premier Alternatives, but it is not a fully liquid market.

Other — 1 role

View all 1 open roles at Blockaid →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “Given Chainalysis's expansion into AI-powered fraud detection, how does Blockaid plan to further differentiate its offerings and maintain its competitive edge in the next 2-3 years?”

  • 2

    “With an estimated $12.9M in revenue and a strong list of enterprise customers, what are the key strategic initiatives to accelerate revenue growth and scale the business to justify a multi-billion dollar valuation?”

  • 3

    “Considering the Series B funding in early 2025 and the current market conditions, what is the anticipated timeline and strategy for a liquidity event for employees, and how is the company managing potential dilution from future funding rounds?”

Community

Valuation Sentiment

Our model estimates -42% 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.