-94%

est. 2Y upside i

HR TechSeed

Technology to create fast, visual indexes of people and organizations.

Rank

#3472

Sector

HR Tech, SaaS

Est. Liquidity

~4Y

Data Quality

Data: Low

Names & Faces operates in a large HR Tech market with a specialized visual directory product.

Last updated: March 10, 2026

Bull (10%)+250%

Names & Faces successfully differentiates its visual directory through superior UX and deep integrations with major HR platforms, capturing significant market share in the underserved mid-market. This leads to strong revenue growth, attracting a strategic acquisition by a larger HR or collaboration software provider at a $70M valuation.

Base (40%)+75%

Names & Faces maintains steady, albeit moderate, growth by serving its niche market effectively, but struggles to significantly expand due to incumbent competition. The company achieves modest profitability, leading to an eventual acquisition at a $35M valuation, providing a moderate return for common shareholders.

Bear (50%)-80%

Larger HR platforms and collaboration tools integrate enhanced visual directory features, commoditizing Names & Faces' core offering. Growth stalls, and the company faces a down round or a distressed acquisition at a $4M valuation, resulting in significant loss of value for common stock due to liquidation preferences.

Est. time to liquidity~4.0 years

Preference Stack Risk

high

Investors hold $3.23M in liquidation preferences. In an exit at or below the estimated $20M valuation, common stock holders would receive value only after the $3.23M is returned to preferred shareholders. For example, in a $4M bear case exit, preferred investors would receive $3.23M, leaving only $0.77M for common shareholders.

Dilution Risk

high

As a Series A company with limited funding since 2018, Names & Faces will likely require at least one or two more significant funding rounds (Series B, C) to achieve scale or profitability, which will lead to substantial dilution for existing common shareholders.

Secondary Liquidity

none

There is no indication of an active secondary market or tender offers for Names & Faces given its early stage and lack of recent public funding news.

Questions to Ask at the Interview

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

  • 1

    “Given the strong presence of large HR software providers and collaboration tools, how does Names & Faces plan to maintain and strengthen its competitive differentiation beyond user experience and integrations?”

  • 2

    “With the last public funding round in 2018, what is the company's current revenue scale and growth trajectory, and what are the plans for future funding or achieving profitability?”

  • 3

    “Considering the Series A stage and the potential need for future funding, what is the anticipated timeline for a liquidity event (e.g., acquisition or IPO) for employees, and how is the company managing potential dilution?”

Community

Valuation Sentiment

Our model estimates -94% 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.