Preset
-68%
est. 2Y upside i
Cloud-hosted business intelligence platform built on Apache Superset
Rank
#2593
Sector
Business Intelligence, Analytics
Est. Liquidity
~4Y
Data Quality
Data: MediumPreset operates in a large and growing Business Intelligence market but faces a high incumbent threat from dominant players like Microsoft and Salesforce.
Last updated: March 10, 2026
Preset successfully fends off incumbents by doubling down on its open-source foundation and embedded analytics, expanding revenue to over $60M by 2028 and achieving a $1.2B valuation at 20x revenue, driven by strong enterprise adoption and a clear path to profitability.
Preset maintains its niche in the cloud BI market, growing revenue to ~$20M by 2028. An acquisition or modest IPO at a 30x revenue multiple would result in a $600M valuation, providing a 100% upside from the current valuation.
Dominant incumbents like Microsoft Power BI and Tableau intensify competition, commoditizing Preset's offerings. Growth stalls, leading to a down round or acquisition at a significantly reduced valuation of $90M, wiping out most common stock value due to $83M in liquidation preferences.
Preference Stack Risk
highFunding Intensity
28%Investors hold $83M in liquidation preferences, meaning common stock holders would only receive proceeds after this amount is paid out in an exit.
Dilution Risk
highAs a Series B company, Preset will likely undergo 1-2 more funding rounds, leading to further dilution for existing equity holders.
Secondary Liquidity
noneThere is no indication of an active secondary market or tender offers for Preset's equity.
Last updated: March 10, 2026
Questions to Ask at the Interview
Strategic questions based on Preset's data — designed to show you've done your homework.
- 1
“Given the intense competition from incumbents like Microsoft Power BI and Tableau, how does Preset plan to differentiate its offering and capture market share effectively over the next two years?”
- 2
“With a current revenue of ~$5M and a $300M valuation, what specific growth strategies and milestones is Preset targeting to justify its valuation and achieve a significant liquidity event within a 3-5 year timeframe?”
- 3
“Considering the $83M in total funding and the Series B stage, how does Preset envision future funding rounds impacting employee equity, and what is the company's philosophy on providing secondary liquidity opportunities?”
Cluster Peers
Expected Upside
Community
Valuation Sentiment
Our model estimates -68% 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.