-10%

est. 2Y upside i

AI & MLSeries A

Rank

#2543

Sector

AI & Machine Learning Infrastructure (MLOps)

Est. Liquidity

~1Y

Data Quality

Data: Low

Offer equity upside is uncertain due to company's acquisition by Rubrik and lack of recent financial data.

Last updated: July 3, 2026

Bull (10%)+100%

Predibase technology gains significant traction within Rubrik, driving Rubrik stock higher and potential spin-off. Revenue reaches $10.9M in 2 years, exit multiple 20x yields $218M valuation.

Base (50%)0%

Integration proceeds as expected, Rubrik stock performs in line, valuation remains around $109M. Revenue growth meets expectations, multiple compresses to 10x.

Bear (40%)-50%

Incumbent hyperscalers dominate AI fine-tuning, Predibase loses relevance, Rubrik writes down investment. Revenue lower than expected, multiple falls to 5x, exit value $55M.

Est. time to liquidity~1.0 years

Preference Stack Risk

moderate

Funding Intensity

26%

Total preferred liquidation preference of $28.4M represents 26% of current valuation, so common stock has ~74% of equity value.

Dilution Risk

low

No additional funding rounds expected as company is now part of Rubrik.

Secondary Liquidity

none

No secondary market for Predibase stock; equity is likely in Rubrik stock.

Questions to Ask at the Interview

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

  • 1

    “How does Predibase's technology differentiate from Google Vertex AI and Amazon SageMaker in terms of fine-tuning performance and cost?”

  • 2

    “What is the plan to expand revenue beyond the current customer base, especially given the integration with Rubrik?”

  • 3

    “Given the acquisition, what is the liquidity event for employees—are RSUs in Rubrik stock, and what is the lock-up period?”

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.