-30%

est. 2Y upside i

DevOps & InfraSeries 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

#2956

Sector

Developer Tools

Est. Liquidity

~4Y

Data Quality

Data: Low

Composio offers a high-growth opportunity but the current valuation of $120M (120x ARR) leaves little room for error.

Last updated: July 3, 2026

Bull (15%)+300%

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 (35%)-72%

Base: Multiple converges to public comp range (~8x), exit value $42.5M. After 20% dilution and preference overhang, net downside -71.7%.

Bear (50%)-100%

Bear: Multiple compresses to 4x due to security breach and incumbent threat, exit $21.2M below $29M liquidation preference, common stock worth zero.

Est. time to liquidity~4.0 years

Preference Stack Risk

high

Funding Intensity

24%

$29M in preferred stock vs $120M valuation (24% overhang)

Dilution Risk

high

Likely a Series B raise within 18 months given burn rate; 20% dilution assumed

Secondary Liquidity

none

No secondary market activity reported

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?

Anonymous. Do not share material non-public information.


Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.