+17%

est. 2Y upside i

FinTechSeries B

Rank

#1058

Sector

Fintech, Blockchain

Est. Liquidity

~3Y

Data Quality

Data: Medium

Gauntlet presents a moderate upside opportunity for a job seeker.

Last updated: March 10, 2026

Bull (28%)+250%

Gauntlet significantly expands its institutional DeFi yield strategies, securing major partnerships with traditional financial institutions and leveraging regulatory clarity to drive over $5B in TVL across its vaults. This, combined with continued dominance in DeFi risk management for top protocols, pushes revenue to over $200M and justifies a $3.5B valuation, reflecting its critical infrastructure role.

Base (43%)+75%

Gauntlet maintains its strong position in DeFi risk management and sees steady growth in institutional DeFi yield, reaching $3B in TVL. While facing ongoing competitive pressure and navigating evolving regulations, the company grows revenue to $120M, leading to a $1.75B valuation, in line with its specialized expertise and profitability.

Bear (29%)-60%

Increased regulatory scrutiny on DeFi, coupled with further client losses due to 'economic underperformance' or 'DAO dysfunction' accusations, severely impacts Gauntlet's growth. New competitors erode market share, leading to revenue stagnation at $50M and a down round to a $400M valuation, significantly impacting common stock value.

Est. time to liquidity~3.0 years

Preference Stack Risk

low

Funding Intensity

5%

Investors have put in $45 million, which represents 4.5% of the current $1.0 billion valuation.

Dilution Risk

moderate

As a Series B company, it is likely that Gauntlet will pursue additional funding rounds before a liquidity event, which could lead to further dilution.

Secondary Liquidity

limited

Secondary market activity for Gauntlet shares is currently low, and sales are typically limited to specific liquidity events or require company approval.

Engineering — 2 roles

Growth — 1 role

Operations — 1 role

Product — 1 role

View all 5 open roles at Gauntlet →

Last updated: February 22, 2026

Questions to Ask at the Interview

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

  • 1

    “How is Gauntlet addressing the 'economic underperformance' and 'conflicts of interest' concerns raised by Compound, and what strategies are in place to prevent similar issues with other key clients?”

  • 2

    “With the rapid growth in institutional DeFi yield strategies, what are the key performance indicators Gauntlet is prioritizing, and how does the company plan to scale its TVL and revenue in this segment while maintaining risk integrity?”

  • 3

    “Given the Series B funding and the current market conditions, what is the company's anticipated timeline and preferred path for a liquidity event (e.g., IPO, acquisition), and how does this translate to potential equity value for employees over the next 2-4 years?”

Community

Valuation Sentiment

Our model estimates +17% 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.