-10%

est. 2Y upside i

Series D+

Onebrief makes military headquarters run seamlessly

Rank

#1142

Sector

Defense Technology / GovTech

Est. Liquidity

~3Y

Data Quality

Data: Medium

Onebrief is the clearest pure-play on AI military planning.

Last updated: March 21, 2026

Bull (30%)+200%

Becomes essential military planning OS for NATO/Five Eyes. $500M+ ARR. IPO at 15-20x.

Base (45%)+60%

$200M ARR. Dominant US mil planning. IPO at 10-12x ($2-2.4B). Solid from $2.15B.

Bear (25%)-30%

DoD budget cuts; Palantir/Anduril expand into planning; procurement delays.

Est. time to liquidity~3.0 years

Preference Stack Risk

moderate

Funding Intensity

14%

$311M raised on $2.15B = 14.5% intensity. Clean.

Dilution Risk

moderate

Series D; IPO likely path.

Secondary Liquidity

none

Defense company; no secondary.

Battle Road Digital — 8 roles

Infrastructure & Security — 8 roles

Engineering — 7 roles

Product & Design — 2 roles

View all 30 open roles at Onebrief →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “Allied military adoption pipeline?”

  • 2

    “Palantir/Anduril competitive displacement risk?”

  • 3

    “ARR current and trajectory?”

Community

Valuation Sentiment

Our model estimates -10% upside. What do you think?

Anonymous. Do not share material non-public information.

Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

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