-53%

est. 2Y upside i

InsurTechCybersecurity

Rank

#2386

Sector

Insurtech, Cybersecurity

Est. Liquidity

~3Y

Data Quality

Data: Medium

Coalition presents a strong upside opportunity for a job seeker, driven by its impressive growth in a large and critical market (cyber insurance and security).

Last updated: March 10, 2026

Bull (40%)+90%

Coalition continues its rapid expansion, leveraging its AI-powered acquisition (Wirespeed) and strong partnerships to significantly increase market penetration in the growing cyber insurance TAM. Achieving over $1.5B in annual premiums by 2028 and a successful IPO at a premium valuation of $9.5B (1.9x current), driven by sustained high growth and a clear path to profitability.

Base (45%)+20%

Coalition maintains its strong position in the cyber insurance market, growing policyholders and premiums steadily. While facing continued competition from incumbents, its integrated security approach allows for consistent, albeit slower, growth. An IPO or acquisition within 2-3 years at a $6.0B valuation (1.2x current) reflects solid execution and market presence.

Bear (15%)-40%

Increased competition from large incumbents like AIG and Chubb, coupled with a challenging regulatory environment or a slowdown in the cyber insurance market, hampers Coalition's growth and profitability. This leads to a down round or an acquisition at a reduced valuation of $3.0B (0.6x current), significantly impacting common stock value due to liquidation preferences.

Est. time to liquidity~2.5 years

Preference Stack Risk

high

Funding Intensity

16%

Investors hold $800M in liquidation preferences ahead of common stock. In an exit at or below the $5.0B valuation, common stock holders would be significantly diluted by this preference.

Dilution Risk

moderate

While cash-flow positive, the company is not yet profitable, and further smaller funding rounds or strategic investments could lead to additional dilution before an IPO.

Secondary Liquidity

limited

Accredited investors can access pre-IPO shares through platforms like EquityZen and Nasdaq Private Market, indicating some, but not active, secondary liquidity.

Other — 9 roles

View all 9 open roles at Coalition →

Last updated: February 22, 2026

Questions to Ask at the Interview

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

  • 1

    “Given the $5.0B valuation is from July 2022, how does the company assess its current fair market value, and what are the key metrics that have evolved since then that would justify a higher valuation at a future liquidity event?”

  • 2

    “With large incumbents like AIG and Chubb actively expanding their cyber insurance offerings, what specific product innovations or market strategies will Coalition employ to maintain its competitive edge and continue its rapid growth trajectory?”

  • 3

    “Considering the company is cash-flow positive but not yet profitable, what is the strategic roadmap and timeline for achieving GAAP profitability, and how might this impact future funding needs or IPO readiness?”

Community

Valuation Sentiment

Our model estimates -53% 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.