Daily
-100%
est. 2Y upside i
Conversational Voice and Multimodal AI built with Open Source
Rank
#3789
Sector
Developer Tools, AI/ML, Communication Software
Est. Liquidity
~4Y
Data Quality
Data: LowGiven the $6M ARR and $70.1M total funding, the company is overcapitalized relative to revenue.
Last updated: July 21, 2026
Even with revenue growth to $7.8M and exit multiple expansion to 4x, exit value of $31.2M remains below $70.1M total funding, leaving common stock worthless.
Revenue grows to $7.8M, public comp multiple convergence to 2.5x yields $19.5M exit, far below preferred liquidation preference.
Exit multiple compresses to 1.5x due to competitive pressure, exit value of $11.7M, common stock receives nothing.
Preference Stack Risk
severeFunding Intensity
14020%Total funding of $70.1M exceeds the estimated entry valuation of $50M, resulting in 1x non-participating preference that would consume all proceeds in likely exit scenarios.
Dilution Risk
highGiven the need for additional capital, potential down round could dilute existing shareholders significantly.
Secondary Liquidity
noneNo secondary trades have been reported; equity is illiquid.
Other — 1 role
- View opportunities · PipeCat
Last updated: February 22, 2026
Questions to Ask at the Interview
Strategic questions based on Daily's data — designed to show you've done your homework.
- 1
“How does Daily's go-to-market strategy differ from Twilio's to capture the mid-market developer segment?”
- 2
“Given the $6M ARR, what is the year-over-year growth rate and what levers are you pulling to accelerate it?”
- 3
“With the last round in 2021, what is the company's current runway and are there plans for a Series C soon? How would that affect existing employee equity?”
Community
Valuation Sentiment
Our model estimates -100% upside. What do you think?
Anonymous. Do not share material non-public information.
Community Discussion
Comments are reviewed before they appear publicly.
Loading comments...
Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.