+20%

est. 2Y upside i

Series B

all-in-one operating system (OS) for telcos

Rank

#1607

Sector

Telecommunications Software

Est. Liquidity

~4Y

Data Quality

Data: Low

Gaiia equity is highly speculative.

Last updated: July 3, 2026

Bull (20%)+280%

AI-native platform gains category leadership; IPO window opens mid-2027, sustaining 20x multiple on $48M revenue. Upside capped at 300% per stage, net of 20pp dilution.

Base (35%)+24%

Multiple converges to public comp range of 6x on $48M revenue, yielding $288M valuation. Upside 44% pre-dilution, net 24% after 20pp dilution.

Bear (45%)-98%

Growth decelerates faster; multiple compresses to 2x due to incumbent threat. Exit at $96M, common recovers $30M after $66M preference, net -78% pre-dilution, reduced to -98% after dilution.

Est. time to liquidity~4.0 years

Preference Stack Risk

severe

Funding Intensity

33%

Total funding $66M implies 33% of entry valuation, heavily diluting common in downside scenarios.

Dilution Risk

high

With $40M raised and 90 employees, a further raise within 24 months is likely, estimated 20% dilution.

Secondary Liquidity

none

No secondary market activity reported; liquidity events uncertain.

Other — 1 role

View all 1 open roles at Gaiia →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Gaiia's AI-native platform create a sustainable moat against incumbents like Amdocs and Netcracker?”

  • 2

    “What is the typical sales cycle and customer acquisition cost for your target ISP segment?”

  • 3

    “Given the preference overhang and likely dilution, how do you think about the equity's risk/reward for early employees?”

Community

Valuation Sentiment

Our model estimates +20% 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.