Glide
-66%
est. 2Y upside i
Create AI-powered business apps that connect your data and tools, automate manual work, and scale as you grow. No coding required.
Rank
#3446
Sector
Developer Tools
Est. Liquidity
~2Y
Data Quality
Data: LowGiven the high growth but critical incumbent threat and stale entry valuation implying a 21.6x revenue multiple, the expected 2-year return is -65.5%.
Last updated: July 3, 2026
AI product launches (GlideOS, Fling) could drive category leadership and sustain a 10x multiple on $8M ARR, but expected dilution from a fundraising round nets -20% return.
Multiple converges to public comp range of 6x, resulting in $48M exit; after dilution, common equity loses 60% value.
Incumbent pressure from Google, Microsoft, and AI platforms compresses multiple to 3x; exit value barely above preferred liquidation preference, leading to -90% return.
Preference Stack Risk
highFunding Intensity
2950%$23.6M in total funding represents ~29.5% of the entry valuation, creating a significant preference overhang.
Dilution Risk
highLatest round was 4+ years ago; with 104 employees and no profitability, a new funding round is likely within 18 months, diluting common equity by ~20%.
Secondary Liquidity
noneNo secondary market activity detected; liquidity likely only via exit.
Other — 1 role
- Mystery Flavor · remote
Last updated: September 6, 2026
Questions to Ask at the Interview
Strategic questions based on Glide's data — designed to show you've done your homework.
- 1
“How do you plan to differentiate from Google AppSheet and Microsoft Power Apps?”
- 2
“What is your path to profitability and how does it influence hiring plans?”
- 3
“How does the option strike price compare to the 409A valuation, and what is the expected timeline for an exit?”
Community
Valuation Sentiment
Our model estimates -66% 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.