+29%

est. 2Y upside i

AI & MLSeries C

Granola is an AI meeting notepad that turns your notes into more comprehensive meeting breakdowns using your notes and transcriptions.

Rank

#1369

Sector

AI Productivity

Est. Liquidity

~3Y

Data Quality

Data: Medium

Granola offers a high-risk, high-reward equity opportunity.

Last updated: July 19, 2026

Bull (30%)+190%

If Granola maintains its 150% growth and goes public in an IPO window, the revenue multiple could hold at 50x, yielding a 200% return (capped per stage), but diluted 10pp to 190%.

Base (40%)-16%

Multiple converges to 12x (slightly above comp range due to growth) as competition from Microsoft and Zoom intensifies, leading to a 6% loss, further reduced by dilution to -16%.

Bear (30%)-71%

Incumbent integration and slowing growth compress multiple to 5x (below comp range), resulting in a 61% loss; diluted to -71%. Exit value of $588M still above $192M preference, so common not wiped.

Est. time to liquidity~3.0 years

Preference Stack Risk

moderate

Funding Intensity

1280%

Total funding of $192M against $1.5B valuation (12.8% ratio) implies moderate preference overhang; preferred holders have 1x liquidation preference.

Dilution Risk

low

Recent $125M raise provides ample runway; no near-term raise expected. Dilution limited to ~10% from option pool grants.

Secondary Liquidity

none

No secondary market activity reported; liquidity expected only through IPO or acquisition, likely beyond 2 years.

Sales — 5 roles

Tech — 5 roles

Marketing — 2 roles

Business — 1 role

Customer Experience — 1 role

Talent Pool — 1 role

View all 15 open roles at Granola →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “How will Granola defend against Microsoft integrating AI meeting notes into Teams?”

  • 2

    “What is Granola's path to profitability given its high growth and current burn rate?”

  • 3

    “What is the expected timeline to liquidity and how does the $192M preference stack affect common stock value?”

Community

Valuation Sentiment

Our model estimates +29% 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.