+80%

est. 2Y upside i

AI & MLDevOps & InfraSeries A

The fastest way to ship airtight AI

Rank

#917

Sector

Artificial Intelligence, Developer Tools, SaaS

Est. Liquidity

~5Y

Data Quality

Data: Low

Openlayer is a well-positioned Series A AI governance platform riding a genuine regulatory tailwind, but the absence of a disclosed valuation and YoY growth rate introduces meaningful analytical uncertainty — hence Low confidence.

Last updated: May 14, 2026

Bull (22%)+250%

EU AI Act enforcement and enterprise AI governance mandates drive explosive adoption, pushing Openlayer past $22M ARR by 2027 with strong net revenue retention; a Series B prices the company at $200-280M — roughly 3-4x the estimated $65-70M Series A post-money. Cloud marketplace distribution across AWS, Azure, and GCP accelerates land-and-expand with global enterprises like Telefónica at scale.

Base (53%)+80%

Steady enterprise adoption brings Openlayer to $12-15M ARR by 2027, supported by existing anchor customers; a Series B round prices the company at $110-130M, yielding roughly 70-85% upside on an estimated $65-70M entry valuation. Growth remains healthy but cloud-native competitive tooling limits multiple expansion and slows new logo acquisition.

Bear (25%)-70%

Hyperscalers bundle AI evaluation natively into their MLOps suites, commoditizing Openlayer's core offering and stalling growth below $8M ARR; the company raises a flat or down round, eroding common equity by ~70% from entry. With $19.4M in liquidation preference against an estimated ~$65-70M valuation, common stockholders absorb nearly all the downside in any distressed exit.

Est. time to liquidity~5.0 years

Preference Stack Risk

high

Funding Intensity

29%

Total funding of $19.4M sits against an estimated ~$65-70M post-money Series A valuation, meaning investors hold liquidation preferences representing ~28-30% of enterprise value before common stockholders receive any proceeds.

Dilution Risk

high

As a freshly closed Series A company, Openlayer will likely require 2-3 additional funding rounds before any liquidity event, with each round diluting common stockholders by an estimated 15-25%.

Secondary Liquidity

none

No secondary market activity is expected at this early stage; employee liquidity is effectively locked until an IPO or acquisition exit, realistically 5+ years away.

Other — 1 role

View all 1 open roles at Openlayer →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “What is the current ARR and net revenue retention rate, and how has ARR trended since the $4.8M figure from June 2024 — are you growing 50%+ YoY?”

  • 2

    “How does Openlayer differentiate and win when a prospect already pays for AWS SageMaker, Azure AI Studio, or Google Vertex AI, all of which are adding native evaluation tooling?”

  • 3

    “What is the Series A post-money valuation, the fully diluted share count after the new option pool refresh, and the strike price on new grants — and what percentage of the cap table would my offer represent?”

Community

Valuation Sentiment

Our model estimates +80% 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.