-17%

est. 2Y upside i

AI & MLSeries C

ComfyUI is building foundational open source software for the visual AI space. We make tools for the artist of the future: a human equipped with AI who can be an order of magnitude more productive than before. We unlock animators, creative directors, and startups to use AI without paying money to large closed AI companies. Our team comes from Stability AI and Google many contributed to the ComfyUI ecosystem way before working here.

Rank

#2697

Sector

Generative AI / Developer Tools

Est. Liquidity

~3Y

Data Quality

Data: Medium

This equity is very high risk and likely negative expected value over 2 years due to a 50x revenue multiple and need for future dilution.

Last updated: July 19, 2026

Bull (30%)+118%

Multiples hold at 50x via strong network effects and category leadership; exit $1.37B. After 20% dilution, employee upside ~118%.

Base (45%)-69%

Multiple converges to 7x (public SaaS comps); exit $191M. After preference and 20% dilution, employee loses ~69%.

Bear (25%)-86%

Multiple compresses to 5x; exit $137M. After $48.8M preference and 20% dilution, employee loses ~86%.

Est. time to liquidity~3.0 years

Preference Stack Risk

moderate

Funding Intensity

48800%

Total funding of $48.8M vs $500M valuation gives preference overhang of 9.8%, moderate risk.

Dilution Risk

high

With $30M raised in Series C, runway ~12 months; likely need another round before 24 months, causing 15-25% dilution.

Secondary Liquidity

none

No secondary market activity reported; shares are illiquid until an exit.

Questions to Ask at the Interview

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

  • 1

    How does ComfyUI plan to monetize its open-source user base more deeply?

  • 2

    What is the revenue breakdown between cloud subscriptions, API fees, and enterprise licenses?

  • 3

    What would need to happen for employees to see a liquidity event within 3 years?

Community

Valuation Sentiment

Our model estimates -17% 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.