-51%

est. 2Y upside i

Data & AnalyticsAI & MLSeries D+

Count is the first canvas for modern data teams. It combines the power of a data notebook, in the context of an infinite, real-time collaborative whiteboard. Instead of churning out dashboards and charts, the canvas gives data teams the space to focus on solving the problems that have the biggest impact on the business.

Rank

#2338

Sector

Business Intelligence, Data Analytics, AI/ML

Est. Liquidity

~3Y

Data Quality

Data: Medium

Count presents a moderate upside opportunity for a job seeker, with an estimated 50% potential return over a two-year horizon.

Last updated: March 10, 2026

Bull (25%)+100%

Count's unique collaborative canvas and AI agent gain significant traction, capturing market share from legacy BI tools and establishing a strong niche in data team workflows. Strategic partnerships with major cloud data warehouse providers (Snowflake, Databricks) drive accelerated customer acquisition and revenue growth to $50M+ ARR by 2028, justifying a $250M+ valuation at a 5x revenue multiple, well above the current $100M.

Base (50%)+50%

Count continues to grow steadily within the mid-market, leveraging its collaborative features and AI capabilities to attract new customers. However, intense competition from incumbents like Looker and Tableau limits aggressive enterprise expansion. Revenue reaches $25M ARR by 2028, leading to an acquisition or IPO at a $150M valuation, representing a modest but solid return.

Bear (25%)-40%

Dominant incumbents like Databricks and Google integrate similar collaborative AI/BI features directly into their platforms, commoditizing Count's core offering. Growth stalls due to increased competitive pressure and customer churn, leading to a down round or distressed acquisition at a $60M valuation. Given the $19M in liquidation preferences, common stock holders may see significantly reduced or no returns.

Est. time to liquidity~3.0 years

Preference Stack Risk

high

Investors hold an estimated $19M in liquidation preferences, which is 19% of the estimated $100M current valuation.

Dilution Risk

moderate

As a 'Later Stage VC' company, further funding rounds are likely, which will lead to additional dilution for common shareholders.

Secondary Liquidity

none

There is no indication of active secondary markets or tender offers for Count's equity.

Other — 2 roles

View all 2 open roles at Count →

Last updated: February 22, 2026

Questions to Ask at the Interview

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

  • 1

    “Given the strong presence of incumbents like Databricks and Google in the data analytics space, how does Count plan to sustain and grow its competitive moat beyond its collaborative canvas?”

  • 2

    “With a subscription-based revenue model and ~75% gross margins, what are the key drivers for accelerating ARR growth and expanding into larger enterprise accounts over the next 2-3 years?”

  • 3

    “Considering the 'Later Stage VC' funding and the estimated valuation, what is the company's anticipated timeline and strategy for a liquidity event (e.g., IPO or acquisition) for employees?”

Community

Valuation Sentiment

Our model estimates -51% 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.