-75%

est. 2Y upside i

DevOps & InfraSeries A

Kaedim's machine learning and in-house art team combine to deliver production-quality assets in minutes. Kaedim specialises in developing cutting-edge Machine Learning algorithms for transforming images into digital 3D models. Our primary focus is serving game developers, offering a 10x speedup in their 3D asset production pipelines.

Rank

#2649

Sector

Developer Tools

Est. Liquidity

~4Y

Data Quality

Data: Medium

Kaedim, with $10M revenue and a $50M valuation, operates in a large and growing 3D content creation market, backed by a $15M Series A from A16Z.

Last updated: March 10, 2026

Bull (15%)+300%

Kaedim's proprietary AI and art team combination successfully scales, capturing significant market share in the rapidly growing 3D asset creation market, pushing revenue to $70M+ by 2026 and justifying a $200M+ valuation at 3x-4x revenue, attracting a strategic acquisition.

Base (40%)+50%

Kaedim maintains its niche in the mid-market, growing revenue to $30M by 2026 but facing continued competition from incumbents, leading to a modest valuation increase to $75M (1.5x revenue) in a subsequent funding round.

Bear (45%)-70%

Accusations of AI overstatement and aggressive moves by incumbents like Unity or Autodesk with integrated 2D-to-3D tools severely limit Kaedim's growth, leading to stalled revenue at $15M and a down round to $15M, wiping out common stock value due to $15M in liquidation preferences.

Est. time to liquidity~4.0 years

Preference Stack Risk

high

Funding Intensity

30%

Investors hold $15M in liquidation preferences. In an exit at or below $15M, common stock holders would receive nothing, and significantly reduced returns between $15M and $50M.

Dilution Risk

high

As a Series A company, Kaedim will likely require multiple additional funding rounds, leading to substantial dilution for early equity holders.

Secondary Liquidity

none

There are no active secondary markets or tender offers for a company at this early stage.

Questions to Ask at the Interview

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

  • 1

    “Given the strong incumbent threat from companies like Unity and Autodesk, how does Kaedim plan to differentiate and maintain its competitive edge, especially considering their potential to integrate similar AI-powered tools?”

  • 2

    “With the reported reliance on human artists for 3D model generation alongside AI, how is Kaedim ensuring the scalability of its operations and addressing concerns about the full autonomy of its AI algorithms?”

  • 3

    “Considering the $15M liquidation preference on a $50M valuation, what is the company's strategy for achieving a liquidity event that provides meaningful returns for common stock holders within the next 2-4 years?”

Community

Valuation Sentiment

Our model estimates -75% 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.