-57%

est. 2Y upside i

Series C

Async video messaging platform for workplace communication

Rank

#4534

Sector

Communication Software

Est. Liquidity

~0Y

Data Quality

Data: Medium

Loom was acquired by Atlassian in November 2023 for $975 million, which matched its last private valuation.

Last updated: March 10, 2026

Bull (10%)+50%

Had Loom achieved stronger growth and market penetration, it could have attracted a more competitive acquisition offer or pursued a successful IPO, valuing the company at $1.4B - $1.5B, representing a 50%+ upside for equity holders before the actual acquisition.

Base (80%)0%

Loom was acquired by Atlassian in November 2023 for $975 million, matching the company's valuation. Employees joining at this valuation would have realized no capital appreciation from their equity grant upon the acquisition.

Bear (10%)-50%

Increased competitive pressure from incumbents like Google and Microsoft, coupled with slower-than-expected growth, could have led to a down round or an acquisition at a significantly lower valuation (e.g., $450M-$500M), resulting in a substantial loss of value for common stock holders, especially given the preference stack.

Est. time to liquidity~0.0 years
Adjusted for competitive dynamics: -5% (raw: -57%, adjustment: -5%)

Preference Stack Risk

high

Funding Intensity

21%

Investors contributed $204M in funding. In an exit at $975M, these preferred shares would have received their capital back first, leaving $771M for common shareholders.

Dilution Risk

moderate

As a Series C company, Loom might have pursued additional funding rounds prior to acquisition, which would have diluted existing common stock holders.

Secondary Liquidity

none

There were no active secondary markets or tender offers for Loom's private equity prior to its acquisition.

Questions to Ask at the Interview

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

  • 1

    Given Loom's acquisition by Atlassian, how is the integration progressing, and what are the strategic priorities for Loom's product development within the Atlassian ecosystem?

  • 2

    Prior to the acquisition, Loom faced significant competitive pressure from integrated offerings by Google and Microsoft. How was Loom planning to differentiate and maintain its market share against these incumbents?

  • 3

    Considering the $975M acquisition price, how was the company communicating the equity value and potential liquidity timeline to employees who joined at or near that valuation?

Cluster Peers

Expected Upside

Community

Valuation Sentiment

Our model estimates -57% 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.