Poolside
-96%
est. 2Y upside i
We're building foundation models, an API, and an Assistant to bring the power of generative AI to your developers. The poolside stack can be deployed to your own infrastructure. No data or code ever leaves your security boundary. Ideal for highly regulated industries like Financial Services, Defense, Technology as well as Retail, Tech and Systems Integrators.
Rank
#3739
Sector
Artificial Intelligence, Developer Tools, Enterprise Software
Est. Liquidity
~4Y
Data Quality
Data: LowGiven a pre-money valuation of $12B (240x revenue), the equity upside is extremely negative across all scenarios due to unsustainable multiple compression.
Last updated: July 21, 2026
Revenue reaches $103.5M in 24 months, but valuation multiple collapses from 240x to 15x (public comp top) as company still pre-IPO; equity value falls by ~90% despite strong growth.
Revenue grows to $103.5M, multiple compresses to 10x (public comp mid), resulting in ~93% decline from entry valuation.
Revenue grows to $103.5M, multiple drops to 6x (below public comp range) and exit valuation $621M falls below total funding $626M, leaving common stock worthless.
Preference Stack Risk
lowFunding Intensity
520%Total funding $626M vs. $12B valuation, representing 5.2% preference overhang; preference is low in size but bear case can still overwhelm.
Dilution Risk
highWith $626M raised and high burn rate, another round is likely diluting common by 15-25%.
Secondary Liquidity
noneNo secondary market observed; no tender offers or pre-IPO liquidity programs mentioned.
Engineering — 6 roles
- Member of Engineering (Agent Runtimes) · Remote (EMEA/East Coast)
- Member of Engineering (Agent Sandboxes) · Remote (EMEA/East Coast)
- Member of Engineering (Data Platform Lead) · Remote (EMEA/East Coast)
- +3 more →
Applied Research — 5 roles
- Member of Engineering (Pre-training / CUDA) · Remote (EMEA/East Coast)
- Member of Engineering (Pre-training / Data Engineering) · Remote (EMEA/East Coast)
- Member of Engineering (Pre-training / Data Research) · Remote (EMEA/East Coast)
- +2 more →
Data Center — 4 roles
- Chief Controls Engineer · Fort Stockton, Texas
- Chief Electrical Engineer · Fort Stockton, Texas
- Chief Mechanical Engineer · Fort Stockton, Texas
- +1 more →
Forward Deployed Engineers — 2 roles
- Founding Forward Deployed Research Engineer (FDRE - Clearance) · New York, US
- Founding Forward Deployed Research Engineer (FDRE) · Remote (US, East Coast)
G&A — 1 role
- People Operations Specialist · Remote (EMEA)
Solutions Architect — 1 role
- Solutions Architect Public Sector (US, West Coast) · Remote (US, West Coast)
Last updated: March 10, 2026
Questions to Ask at the Interview
Strategic questions based on Poolside's data — designed to show you've done your homework.
- 1
“How does Poolside's RLCEF approach create a defensible moat against foundation model providers like OpenAI?”
- 2
“What are the unit economics (LTV/CAC) for enterprise customers and how does deployment complexity affect scaling?”
- 3
“Given the high valuation and stale mark, what is the expected timeline and path to liquidity for common stockholders?”
Community
Valuation Sentiment
Our model estimates -96% 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.