-67%

est. 2Y upside i

AI & MLSeries B

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

#4213

Sector

AI Developer Tools

Est. Liquidity

~5Y

Data Quality

Data: Medium

$12B at 240x ARR priced for perfection.

Last updated: March 22, 2026

Bull (15%)+150%

Default AI coding for regulated industries; $800M+ ARR; $12-16B+ exit.

Base (45%)-30%

Captures regulated niche; $200-300M ARR; down/flat at $8-10B.

Bear (40%)-80%

Microsoft bundles Copilot at steep discounts; campus liability; down round.

Est. time to liquidity~5.0 years

Preference Stack Risk

moderate

Funding Intensity

5%

$626M on $12B (5.2%).

Dilution Risk

high

Campus needs more capital.

Secondary Liquidity

limited

2 years old; no established secondary.

Engineering — 6 roles

Applied Research — 5 roles

Data Center — 4 roles

Forward Deployed Engineers — 2 roles

G&A — 1 role

Solutions Architect — 1 role

View all 19 open roles at Poolside →

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

    “NRR among top 50 enterprise customers?”

  • 2

    “Pricing vs Copilot Enterprise bundled?”

  • 3

    “Burn rate with campus capex?”

Community

Valuation Sentiment

Our model estimates -67% 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.