+19%

est. 2Y upside i

DevOps & InfraCybersecuritySeries B

Rank

#1631

Sector

Network-as-a-Service, Cloud Networking, Cybersecurity

Est. Liquidity

~4Y

Data Quality

Data: Low

Graphiant has a strong product and large addressable market, but missing growth data, employee reduction, and high incumbent threat create material downside risk.

Last updated: July 21, 2026

Bull (10%)+182%

AI networking demand accelerates revenue growth to 35% YoY; IPO window opens in 2027, allowing exit multiple to expand to 10x; common equity returns 182% net of 20% dilution.

Base (55%)+42%

Revenue grows at decelerating 25%/20% YoY; exit multiple converges to 6x, in line with lower-end public comps; common equity returns 42% net of dilution.

Bear (35%)-64%

Incumbent pressure and employee attrition slow growth to 15% YoY; exit multiple compresses to 3x; common equity loses 64% net of dilution, with preference overhang consuming large portion.

Est. time to liquidity~4.0 years

Preference Stack Risk

high

Funding Intensity

20800%

Total funding of $114.5M represents 33% of estimated $350M entry valuation, indicating significant preference overhang.

Dilution Risk

high

With no growth rate and employee reduction, the company may need to raise additional capital within 24 months, leading to ~20% dilution.

Secondary Liquidity

none

No secondary market activity reported or implied by the data.

Other — 2 roles

View all 2 open roles at Graphiant →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Graphiant plan to differentiate from Cisco and other incumbents in a market where they dominate?”

  • 2

    “What is the unit economics and customer acquisition cost relative to lifetime value?”

  • 3

    “Given the employee reduction and lack of profitability, what is the expected timeline to liquidity and how does the equity package compare to cash compensation at public companies?”

Community

Valuation Sentiment

Our model estimates +19% 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.