-10%

est. 2Y upside i

FinTechSeries B

We built billing so you don’t have to. Orb is the modern billing infrastructure powering revenue workflows for the next wave of AI and software companies.

Rank

#3158

Sector

Fintech

Est. Liquidity

~1Y

Data Quality

Data: Low

Joining Orb now offers limited upside as the company is being acquired for $335M, with equity likely valued at the acquisition price.

Last updated: July 3, 2026

Bull (5%)0%

Acquisition closes at announced $335M or potential competing bid; common stock value remains effectively flat relative to grant price.

Base (85%)0%

Adyen acquisition closes as planned at $335M; employee equity granted at current fair value yields no upside after preferences.

Bear (10%)-100%

Acquisition fails; company faces down-round funding or liquidation with common stock recovery near zero due to preference stack and competitive pressure from Stripe.

Est. time to liquidity~0.5 years

Preference Stack Risk

moderate

Funding Intensity

1316%

Preferred stock liquidation preference of $44.1M represents 13.2% of exit value, leaving 86.8% for common.

Dilution Risk

low

Acquisition provides near-term liquidity; no further dilutive rounds expected before close.

Secondary Liquidity

active

Acquisition provides near-term liquidity at fixed price; no secondary market needed.

Customer Success — 5 roles

View all 19 open roles at Orb →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Orb's developer-first architecture create switching costs that defend against Stripe Billing?”

  • 2

    “What revenue growth rate is baked into the $335M acquisition price, and how does that compare to standalone projections?”

  • 3

    “Given the acquisition, what is the expected retention plan for Orb employees, and how does equity convert in the deal?”

Community

Valuation Sentiment

Our model estimates -10% 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.