-90%

est. 2Y upside i

Media & CommsSeries B

Stage: early. Country: Germany

Rank

#4362

Sector

Multimedia and Design Software

Est. Liquidity

~4Y

Data Quality

Data: Medium

Linearity presents a risky equity opportunity with an expected downside of approximately 59% over a 2-year horizon.

Last updated: March 10, 2026

Bull (10%)+95%

Linearity Move's AI features and ease of use drive rapid adoption, especially among marketing teams and SMBs, leading to 150% annual revenue growth to $15.6M by 2028. A successful Series C round or acquisition at a 20x revenue multiple would push valuation to $312.5M.

Base (25%)-65%

Linearity maintains moderate growth (50% YoY) but struggles to significantly displace incumbents. Revenue reaches $5.6M by 2028, and a valuation multiple compression to 10x revenue results in a $56.25M valuation.

Bear (65%)-80%

Dominant incumbents like Adobe and Figma integrate similar AI features, and past user dissatisfaction hinders Linearity's growth. Revenue stagnates at $3.6M by 2028, and a down round or low acquisition multiple of 5x revenue results in a $18M valuation, with common stock holders facing an 80% loss due to liquidation preferences.

Est. time to liquidity~3.5 years

Preference Stack Risk

high

Funding Intensity

16%

Investors hold $26M in liquidation preferences, representing 16.25% of the current $160M valuation. In an exit at or below current valuation, common stock holders may see significantly reduced returns.

Dilution Risk

high

As a Series B company that is not yet profitable, Linearity will likely require additional funding rounds, which will lead to further dilution for existing equity holders.

Secondary Liquidity

none

There is no indication of active secondary markets or tender offers for Linearity's equity.

Other — 2 roles

View all 2 open roles at Linearity →

Last updated: February 22, 2026

Questions to Ask at the Interview

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

  • 1

    “Given Adobe's dominant market share and Figma's strong position in collaborative design, how does Linearity plan to sustain its competitive moat and differentiate its AI-assisted tools beyond an intuitive user experience?”

  • 2

    “With an estimated annual revenue of $2.5M and a $160M valuation, what are the key milestones and growth metrics Linearity aims to achieve in the next 12-24 months to justify its current valuation and attract future funding?”

  • 3

    “Considering the $26M in total funding and the Series B stage, what is the company's strategy for managing future dilution, and are there any plans for secondary liquidity events for employees in the next 2-3 years?”

Community

Valuation Sentiment

Our model estimates -90% 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.