-36%

est. 2Y upside i

DevOps & InfraSeries D+

Data observability platform for monitoring data quality and reliability

Rank

#3440

Sector

Data Infrastructure

Est. Liquidity

~3Y

Data Quality

Data: Medium

Fair valuation at 32x ARR. dbt native expansion is key threat.

Last updated: March 22, 2026

Bull (20%)+80%

AI pipeline monitoring expands TAM; $150M+ ARR; IPO at $3B.

Base (55%)+20%

$100M ARR; IPO at $2B.

Bear (25%)-45%

dbt ships native monitoring; growth stalls.

Est. time to liquidity~3.0 years

Preference Stack Risk

moderate

Funding Intensity

8%
View all 2 open roles at Monte Carlo →

Last updated: February 17, 2026

Cluster Peers

Expected Upside

Monte Carlo
-36%
Alation
-73%
Collibra
-75%
Immuta
-79%

Community

Valuation Sentiment

Our model estimates -36% upside. What do you think?

Anonymous. Do not share material non-public information.

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