+1%

est. 2Y upside i

ProductivityAI & MLSeries C

The only work management platform for both Human and AI Employees

Rank

#2006

Sector

Business/Productivity Software, Artificial Intelligence

Est. Liquidity

~3Y

Data Quality

Data: Medium

The equity is a high-risk, potentially high-reward lottery ticket: expected 2-year upside is only ~1% after dilution, with a bear case -100% due to the $75M preference stack, and a bull case requiring a ~31x revenue multiple.

Last updated: August 21, 2026

Bull (30%)+180%

AI agent adoption accelerates, and Motion establishes category leadership, driving an IPO or acquisition at ~31x forward revenue. This yields +200% pre-dilution and +180% after the expected 20% dilution.

Base (45%)-62%

Growth continues at 150%/112%, but the valuation multiple converges to ~6x forward revenue, an exit value of ~$319M. That is -42% pre-dilution, or -62% after a 20% down-round dilution.

Bear (25%)-100%

Growth disappoints and competition from Asana/Monday de-rates the multiple to ~1.3x forward revenue, an exit value of ~$69M. This is below the $75M preference stack, leaving common stock at -100% (total loss).

Est. time to liquidity~3.0 years

Preference Stack Risk

moderate

Funding Intensity

14%

$75M of 1x non-participating preferred sits ahead of common; at current implied value, preferred is ~13.6% of the cap table.

Dilution Risk

high

With $60M raised Sep 2025 and a 2-year horizon, a further round is likely; assume ~20% dilution from new money.

Secondary Liquidity

none

No secondary market observed; liquidity likely only via an IPO or acquisition.

Engineering — 2 roles

View all 12 open roles at Motion →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “What is Motion's dollar-based net revenue retention, and how does growth in AI-agent usage affect seat expansion?”

  • 2

    “What are the compute/COGS economics per AI Employee, and how does margin evolve as AI agents handle more tasks?”

  • 3

    “What is the fully diluted share count, and what preference stack/liquidity rights exist above common shares?”

Community

Valuation Sentiment

Our model estimates +1% 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.