Clay (Earth)
-39%
est. 2Y upside i
Introducing Clay, the beautiful and private home for all your relationships. Populated from the ground up using your calendar and social history, Clay is the most stunning, powerful way to remember who you’ve met—and what matters to them.
Rank
#3462
Sector
B2B SaaS / Sales Intelligence
Est. Liquidity
~3Y
Data Quality
Data: MediumCategory-defining growth but $5B at 50x ARR prices in perfection.
Last updated: March 20, 2026
Clay sustains 150%+ growth, crosses $300M ARR, IPOs at 30-40x.
Growth decelerates to 80-100%, reaches $200-250M ARR, valuation holds at 20-25x.
ZoomInfo/Salesforce bundle AI enrichment, usage churn, valuation resets to 10-15x.
Preference Stack Risk
moderateFunding Intensity
4%$210M in funding, ~4-5% of $5B valuation.
Dilution Risk
moderateMay raise one more round or IPO.
Secondary Liquidity
activeJan 2026 tender offer at $5B.
Questions to Ask at the Interview
Strategic questions based on Clay (Earth)'s data — designed to show you've done your homework.
- 1
“Net dollar retention rate?”
- 2
“How much growth is organic vs pricing?”
- 3
“Liquidation preference structure?”
Community
Valuation Sentiment
Our model estimates -39% 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.