-68%

est. 2Y upside i

DevOps & InfraAI & MLSeries A

Build agents that do more. Composio gives you APIs, SDKs, and prebuilt integrations to let your AI agents interact with apps like Slack, HubSpot, GitHub and beyond.

Rank

#1257

Sector

Developer Tools, AI/ML Infrastructure

Est. Liquidity

~5Y

Data Quality

Data: High

Composio operates in a high-growth AI agent integration market with a compelling 'learning infrastructure' differentiator and strong early traction (100k developers, 200+ customers).

Last updated: March 10, 2026

Bull (20%)+400%

Composio's 'learning infrastructure' for AI agents gains significant traction, establishing a strong network effect and becoming the de-facto standard for agent integration. This drives rapid customer acquisition and usage, pushing revenue to $15-20M ARR within two years and justifying a $620M+ valuation at a premium multiple, attracting a highly favorable Series B or C round.

Base (25%)+145%

Composio continues to grow steadily, securing its niche in AI agent integration despite intense competition. It expands its developer base and customer count, reaching $6-8M ARR in two years. This growth supports a Series B round that revalues the company to approximately $300-350M, offering a moderate return on the current valuation.

Bear (55%)-75%

Dominant incumbents like Google (Vertex AI), Microsoft, OpenAI, UiPath, or Workato launch more comprehensive and deeply integrated AI agent platforms, commoditizing Composio's core offering. This leads to slower-than-expected growth, increased customer churn, and a down round, potentially reducing the valuation to $31M or less, severely impacting common stock value due to liquidation preferences.

Est. time to liquidity~5.0 years

Preference Stack Risk

high

Funding Intensity

23%

With $29M in total funding, investors hold $29M in liquidation preferences ahead of common shareholders. In a bear case exit at $31M, common shareholders would receive only $2M.

Dilution Risk

high

As a Series A company, Composio will likely raise additional funding rounds (Series B, C) before a liquidity event, leading to further dilution of existing equity holders.

Secondary Liquidity

none

Given its early stage (Series A), there is currently no active secondary market for Composio's shares.

Operations — 1 role

View all 14 open roles at Composio →

Last updated: March 8, 2026

Questions to Ask at the Interview

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

  • 1

    “Given the intense competition from large incumbents like Google (Vertex AI) and UiPath, how does Composio plan to maintain its competitive moat and differentiate its 'learning infrastructure' beyond its current capabilities?”

  • 2

    “With ~$2M in ARR and a $124M valuation, what are the key milestones and growth metrics Composio aims to achieve in the next 12-24 months to justify its current valuation and attract a strong Series B round?”

  • 3

    “As a Series A company with $29M in total funding, what is the anticipated timeline for future funding rounds, and how does Composio plan to manage potential dilution for early employees?”

Community

Valuation Sentiment

Our model estimates -68% 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.