-22%

est. 2Y upside i

CybersecuritySeries B

Rank

#2783

Sector

Cybersecurity

Est. Liquidity

~3Y

Data Quality

Data: Low

Rewind's equity offers limited upside with a negative expected return of -21.8% over 2 years.

Last updated: July 19, 2026

Bull (20%)+16%

Revenue grows at 15% CAGR, exit multiple expands to 8x on IPO window, yielding $203.3M exit. After 20% dilution, net upside 15.5%.

Base (50%)-18%

Revenue grows at 10% CAGR, multiple compresses to 6x, exit $152.5M. Post 20% dilution, net downside -18.4%.

Bear (30%)-52%

Revenue stalls at 5% CAGR, multiple falls to 4x, exit $101.6M. After dilution, net downside -52.2%. Preference overhang limits common recovery.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Funding Intensity

42800%

Total preferred liquidation preference of $89.9M represents 60% of estimated entry valuation, giving preference holders strong downside protection.

Dilution Risk

high

Company likely to raise capital within 12-18 months given burn rate and $21M revenue, leading to 15-25% dilution.

Secondary Liquidity

none

No secondary market signals detected; no recent tender offers or employee liquidity events.

Revenue — 2 roles

Operations — 1 role

View all 3 open roles at Rewind →

Last updated: February 22, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Rewind differentiate from integrated backup solutions from major cloud providers like AWS or Azure?”

  • 2

    “What is the unit economics and churn rate for your per-seat subscription model?”

  • 3

    “What is the current 409A valuation and how often is it updated to reflect market conditions?”

Community

Valuation Sentiment

Our model estimates -22% 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.