Coactive AI
-54%
est. 2Y upside i
Rank
#817
Sector
AI/Data Analytics Platform
Est. Liquidity
~4Y
Data Quality
Data: MediumCoactive AI operates in a massive and rapidly growing AI/Data Analytics market with a promising proprietary technology and strong gross margins.
Last updated: March 10, 2026
Coactive AI's proprietary active learning and multimodal AI models gain significant traction, expanding beyond initial customers and effectively fending off incumbent threats through strong product differentiation and strategic partnerships. Revenue reaches approximately $53M by 2028, justifying an $800M valuation as the market recognizes its unique value proposition and leadership in visual data analytics.
Coactive AI continues to grow steadily, securing its niche in visual data analytics but facing ongoing, manageable competition from large tech players and other specialized AI firms. Revenue reaches approximately $40M by 2028, leading to a $500M valuation, reflecting solid execution and market acceptance within a competitive landscape.
Intensified competition from Google, Microsoft, and Amazon, who integrate similar visual AI capabilities into their platforms, commoditizes Coactive AI's offerings and limits its market penetration. Growth stalls, and a down round or flat exit at an $80M valuation results in a significant loss of common stock value for employees due to the substantial liquidation preferences.
Preference Stack Risk
highFunding Intensity
22%Investors hold $44M in liquidation preferences. In an exit at or below this amount, common stock holders would receive little to nothing. In an exit at $200M, common stock would see value after the $44M preference.
Dilution Risk
highAs a Series B company, Coactive AI will likely raise at least one more significant funding round (Series C or later) before a liquidity event, leading to further dilution for current equity holders.
Secondary Liquidity
limitedWhile platforms like Hiive, Forge, and EquityZen facilitate secondary transactions for accredited investors, employee common stock sales are subject to company approval and market interest, making it not a guaranteed or active liquidity channel for all employees.
Questions to Ask at the Interview
Strategic questions based on Coactive AI's data — designed to show you've done your homework.
- 1
“Given the rapid advancements in multimodal AI from large incumbents like Google and Microsoft, how does Coactive AI plan to maintain its competitive moat and differentiate its offerings over the next 2-3 years, especially considering your Azure and AWS partnerships?”
- 2
“With $16M in estimated annual revenue and an enterprise-grade annual subscription model, what are the key metrics Coactive AI tracks to ensure customer retention and expansion, and what is the playbook for scaling to capture a larger share of the $94.8B SAM?”
- 3
“As a Series B company with $44M in total funding and a $200M valuation, what is the anticipated timeline for a liquidity event, and how does Coactive AI plan to manage potential future dilution for employees holding equity?”
Community
Valuation Sentiment
Our model estimates -54% 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.