0%

est. 2Y upside i

FinTechSeries C

Moment is building the first operating system for the $150T fixed income market. We work with the largest financial institutions to bring all of their fixed income operations into a single platform. Founded by former quants at Citadel Securities and Jane Street.

Rank

#2217

Sector

Fintech

Est. Liquidity

~3Y

Data Quality

Data: Low

Moment is a high-stakes bet: strong moat and customer validation offset by critical incumbent threat and missing financial data.

Last updated: July 3, 2026

Bull (20%)+200%

Moment captures market share from incumbents via AI-native platform; exits at 10x forward revenue, common equity 2x after preference. Impressive customer traction (Edward Jones, LPL Financial) drives rapid adoption.

Base (55%)+50%

Revenue grows steadily but faces stiff competition from Bloomberg, Tradeweb; exit multiple contracts to 5x, netting 50% upside to common after preference and moderate dilution.

Bear (25%)-100%

Incumbent threat materializes: AI agents from Anthropic/investment banks displace Moment; valuation drops below $134.9M funding, common stock worthless given 1x preference liquidation.

Est. time to liquidity~3.0 years

Preference Stack Risk

high

Funding Intensity

1830%

Total funding $134.9M represents 18.3% of $735.8M valuation; 1x non-participating preferred would absorb all proceeds in downside.

Dilution Risk

moderate

If a raise occurs within 24 months, common equity may be diluted 15-25%; runway from $78M Series C likely sufficient for ~2 years.

Secondary Liquidity

none

No secondary market activity reported; valuation based solely on primary round.

Engineering — 7 roles

Operations — 3 roles

Design — 2 roles

View all 14 open roles at Moment →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Moment plan to differentiate against incumbents like Bloomberg and Tradeweb in the next 2 years?”

  • 2

    “What is the company's path to profitability and how does revenue scale with customers like Edward Jones?”

  • 3

    “What is the expected timeline for an IPO or secondary sale, and how does the preference stack affect common equity?”

Community

Valuation Sentiment

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