Composio
-30%
est. 2Y upside i
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
#2956
Sector
Developer Tools
Est. Liquidity
~4Y
Data Quality
Data: LowComposio offers a high-growth opportunity but the current valuation of $120M (120x ARR) leaves little room for error.
Last updated: July 3, 2026
Bull: IPO window and category leadership allow exit multiple to hold at ~120x (capped at 400% upside per stage), yielding $600M exit. After 20% dilution, net upside 300%.
Base: Multiple converges to public comp range (~8x), exit value $42.5M. After 20% dilution and preference overhang, net downside -71.7%.
Bear: Multiple compresses to 4x due to security breach and incumbent threat, exit $21.2M below $29M liquidation preference, common stock worth zero.
Preference Stack Risk
highFunding Intensity
24%$29M in preferred stock vs $120M valuation (24% overhang)
Dilution Risk
highLikely a Series B raise within 18 months given burn rate; 20% dilution assumed
Secondary Liquidity
noneNo secondary market activity reported
Engineering — 7 roles
GTM — 5 roles
- Content · sf
- Growth Engineer · sf
- Growth Partnerships · sf
- +2 more →
Operations — 1 role
X — 1 role
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
“How does your shared learning moat defend against OpenAI/Anthropic integrating similar capabilities natively?”
- 2
“What is the path to $10M ARR and what are the unit economics?”
- 3
“Given the security breach, how are you rebuilding customer trust and what changes to security infrastructure were implemented?”
Community
Valuation Sentiment
Our model estimates -30% upside. What do you think?
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Community Discussion
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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.