Loom
-26%
est. 2Y upside i
Async video messaging platform for workplace communication
Rank
#2922
Sector
Communication Software
Est. Liquidity
~0Y
Data Quality
Data: MediumLoom has been acquired by Atlassian for $975M, providing immediate liquidity but limiting standalone upside.
Last updated: July 19, 2026
Loom maintains its multiple near 18x as part of Atlassian's ecosystem, driving revenue to $75M and exit value to $1.35B. Common equity upside after preference is 49.3%.
Multiple converges to 8x in line with public comps, resulting in $600M exit value. Common equity loses nearly half its value as preference stack absorbs gains.
Multiple compresses to 5x due to competitive pressure from incumbents, yielding $375M exit. Common equity recovers only $161M after preference, a 78.8% loss.
Preference Stack Risk
highFunding Intensity
22%Total preferred stock of $214M represents 22% of entry valuation, creating a significant overhang on common equity.
Dilution Risk
lowNo further dilution expected as Loom is now part of Atlassian; capital needs are funded by parent.
Secondary Liquidity
activeEquity is liquid as part of Atlassian's publicly traded stock, with no secondary market needed.
Questions to Ask at the Interview
Strategic questions based on Loom's data — designed to show you've done your homework.
- 1
“How will Loom maintain its growth trajectory within Atlassian without being deprioritized?”
- 2
“What is the revenue contribution from enterprise vs. freemium users, and how does churn compare?”
- 3
“Given the acquisition, how do you view your equity's liquidity and potential for appreciation through Atlassian stock?”
Community
Valuation Sentiment
Our model estimates -26% 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.