+52%

est. 2Y upside i

Series D+

Rank

#1278

Sector

SaaS

Est. Liquidity

~3Y

Data Quality

Data: Medium

Consider joining if you believe in the 100% growth trajectory and strong moat.

Last updated: July 3, 2026

Bull (20%)+139%

Multiple expands to 14x on continued hypergrowth; IPO window opens or category leadership drives premium.

Base (40%)+65%

Multiple converges to 10x as growth normalizes; company achieves $68.6M ARR in 24 months.

Bear (40%)-4%

Multiple compresses to 6x due to competitive pressure from Cisco/Datadog; preference overhang limits common upside to near zero after dilution.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Funding Intensity

32%

Total funding of $118M represents 31.8% of entry valuation, meaning common equity is highly subordinated.

Dilution Risk

high

With high burn and only $3.8M recent raise, additional funding likely within 2 years causing 20% dilution.

Secondary Liquidity

none

No secondary market data; valuation is stale and no recent secondary transactions.

View all 26 open roles at Kentik →

Last updated: February 22, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Kentik's network observability differentiate from Cisco ThousandEyes and Datadog?”

  • 2

    “What is the path to profitability given current growth and burn?”

  • 3

    “How does the employee equity structure handle potential down rounds?”

Community

Valuation Sentiment

Our model estimates +52% 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.