+30%

est. 2Y upside i

AI & MLSeries A

Meet Capsule—the first video editor made exclusively for work. Capsule makes it easy for anyone in your company to create fast, consistent-looking videos. It turns your creative team’s motion files into beautiful components that can be added to videos in one click.

Rank

#1368

Sector

AI Video Editing Software

Est. Liquidity

~4Y

Data Quality

Data: Low

The equity opportunity is highly speculative given the severe preference overhang (funding exceeds valuation) and missing growth data.

Last updated: July 19, 2026

Bull (25%)+144%

Revenue reaches ~$10.1M and multiple expands to 5x with AI video tailwinds and category leadership, yielding a $50.6M exit. After 20% dilution, net upside ~144%.

Base (50%)+38%

Revenue grows to ~$10.1M, multiple converges to 3x (in line with Vimeo), exit value $30.4M. After 20% dilution, net upside ~38%.

Bear (25%)-100%

Revenue disappoints, multiple compresses to 1.5x, exit value $15.2M below total funding of $19.75M, common stock fully wiped out.

Est. time to liquidity~4.0 years

Preference Stack Risk

severe

Funding Intensity

103%

Total funding of $19.75M exceeds current valuation of $19.2M, meaning preferred shareholders have full liquidation preference over common stock.

Dilution Risk

high

With $6M revenue and no profitability, another raise within 2 years is likely, potentially diluting employees 15-25%.

Secondary Liquidity

none

No secondary market data provided; as a private Series A company, liquidity events are years away.

Engineering — 2 roles

Product — 1 role

View all 5 open roles at Capsule →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “How do you plan to grow revenue from $6M to $20M+ while maintaining gross margins above 80%?”

  • 2

    “What is the competitive moat against Vimeo and in-house video tools at enterprises?”

  • 3

    “Can you walk through the cap table and how much common stock is available for employees?”

Community

Valuation Sentiment

Our model estimates +30% 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.