-58%

est. 2Y upside i

DevOps & InfraSeries C

Build applications that can see, hear, and speak with an end-to-end developer platform for voice, video, and physical AI

Rank

#3744

Sector

Developer Tools

Est. Liquidity

~3Y

Data Quality

Data: Low

Joining LiveKit carries significant risk: the $1B entry valuation implies extreme expectations.

Last updated: July 3, 2026

Bull (20%)+54%

IPO window opens, market assigns 30x revenue multiple to high-growth AI platform; exit value $1.92B yields ~74% common upside pre-dilution.

Base (45%)-74%

Revenue grows to $64M but multiple compresses to 10x in line with public comps; exit value $640M yields -54% common return pre-dilution.

Bear (35%)-100%

Multiple collapses to 2x due to competition and slowing growth; exit value $128M below $182.5M preferred stack, common stock worthless.

Est. time to liquidity~3.0 years

Preference Stack Risk

high

Funding Intensity

1825%

Total preferred stock of $182.5M represents 18% of current valuation, giving preferred a strong claim in any exit below $1B.

Dilution Risk

high

With $100M Series C raised in Jan 2026 and high burn rate, another round within 2 years is probable, diluting common by ~20%.

Secondary Liquidity

none

No secondary sales reported; liquidity likely limited to exit events.

S&M — 6 roles

G&A — 2 roles

COGs — 1 role

View all 19 open roles at LiveKit →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “How does LiveKit plan to defend against Twilio/Agora's scale advantages?”

  • 2

    “What are the unit economics of your per-minute pricing and how do you plan to improve gross margins?”

  • 3

    “Given the $182.5M preference overhang and likely dilution from future funding, how does the company ensure employee equity value?”

Community

Valuation Sentiment

Our model estimates -58% 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.