+13%

est. 2Y upside i

Series C

Async video messaging platform for workplace communication

Rank

#3183

Sector

Communication Software

Est. Liquidity

~1Y

Data Quality

Data: Medium

Loom is no longer an independent startup — it was acquired by Atlassian for $975M in December 2023, so this offer delivers Atlassian (TEAM) RSUs at public-market prices, not a venture-style equity bet.

Last updated: May 14, 2026

Bull (15%)+70%

Atlassian's AI-powered Loom integration becomes a category-defining async-communication layer across its 200K+ customer base, driving platform ARR acceleration above 25% YoY and a multiple re-rate; TEAM stock appreciates roughly 70% over 2 years as Loom AI for meetings becomes a genuine enterprise differentiator.

Base (55%)+20%

Atlassian steadily bundles Loom into Jira and Confluence, contributing modestly to platform ARR and maintaining Loom's $50M ARR base; TEAM stock appreciates ~20% in line with continued cloud seat expansion and stable enterprise demand over 2 years.

Bear (30%)-30%

Microsoft Teams Copilot and Google Meet's native recording erode Loom's differentiation while macro headwinds compress software multiples; Atlassian deprioritizes Loom investment and TEAM stock declines ~30% as the acquisition fails to register meaningful incremental growth.

Est. time to liquidity~1.0 years

Preference Stack Risk

low

Funding Intensity

22%

The December 2023 Atlassian acquisition for $975M fully liquidated Loom's $214M preferred preference stack; new employees receive TEAM RSUs with zero private-company liquidation preference overhang.

Dilution Risk

low

Atlassian operates a share buyback program that historically offsets the majority of new RSU grants, keeping net dilution for employees low relative to pre-IPO stage companies.

Secondary Liquidity

active

TEAM trades on Nasdaq — RSUs convert to immediately sellable public shares at each vesting event with no lockup or secondary-market friction.

View all 30 open roles at Loom →

Last updated: February 18, 2026

Questions to Ask at the Interview

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

  • 1

    “How is Loom's ARR and user growth tracked as a distinct P&L within Atlassian, and what are the internal targets for the next 2 years post-integration?”

  • 2

    “How does Atlassian plan to differentiate Loom's AI meeting features from Microsoft Teams Copilot and Google Meet transcription at the enterprise tier — what is the durable moat?”

  • 3

    “Are new-hire equity grants exclusively indexed to Atlassian (TEAM) stock, or are there any phantom equity, earnout, or Loom-specific performance units attached to the offer?”

Community

Valuation Sentiment

Our model estimates +13% upside. What do you think?

Anonymous. Do not share material non-public information.

Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.