Rosebud AI
+59%
est. 2Y upside i
Vibe code games.
Rank
#860
Sector
AI & Machine Learning, Game Development
Est. Liquidity
~5Y
Data Quality
Data: LowWith an expected 59% upside over 2 years, Rosebud AI offers moderate potential but carries high risk from a stale valuation, strong incumbent competition, and severe preference overhang.
Last updated: July 19, 2026
IPO window opens or category leadership drives multiple expansion to 8x forward revenue, implying exit value of $33.7M, a 316% upside.
Exit multiple converges to public comp range of 5x, yielding $21.1M exit value, a 160% upside.
Multiple compresses to 2.5x ($10.5M exit) but preference stack of $19M wipes out common stock, resulting in -100% return.
Preference Stack Risk
severeFunding Intensity
235%Total funding of $19M is 2.34x current valuation, meaning in a liquidity event below $19M, common stock receives nothing.
Dilution Risk
lowWith $19M in funding and only 10 employees, the company has significant runway; no near-term dilutive round expected.
Secondary Liquidity
limitedSome secondary market interest from PE and tech acquirers, but no active market.
Questions to Ask at the Interview
Strategic questions based on Rosebud AI's data — designed to show you've done your homework.
- 1
“How will you differentiate against AI tools integrated into Unity and Unreal Engine?”
- 2
“What is the primary revenue driver? Subscription vs. marketplace commissions?”
- 3
“Given the company's $2.7M ARR and $19M total funding, what is the expected path to profitability or exit?”
Community
Valuation Sentiment
Our model estimates +59% upside. What do you think?
Anonymous. Do not share material non-public information.
Community Discussion
Comments are reviewed before they appear publicly.
Loading comments...
Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.