-66%

est. 2Y upside i

Sales & MarketingSeries A

Rox addresses the challenges of modern sales teams by offering an AI-powered system of record that not only unifies data from across the entire business; it also leverages AI to drive intelligent actions. Instead of simply storing customer data, Rox helps businesses to understand their customers on a deeper level, predict their needs, and proactively engage with them to drive revenue growth.

Rank

#3452

Sector

AI-powered Sales Productivity Software

Est. Liquidity

~4Y

Data Quality

Data: Medium

The equity offer at Rox carries substantial downside risk due to a $1.2B valuation on only $4.3M in ARR (279x multiple).

Last updated: July 19, 2026

Bull (20%)+70%

Rox achieves category leadership, maintaining a 100x revenue multiple on projected $22.8M revenue, yielding $2.28B exit (raw +90%, net of 20% dilution +70%), driven by strong adoption and AI sales agent dominance.

Base (40%)-100%

Multiple compresses to 6.5x (public comp range) as growth decelerates, revenue reaches $22.8M, exit value $148.5M, far below $1.2B valuation; net of dilution and preference, common stock effectively worthless.

Bear (40%)-100%

Multiple collapses to 3x as competition from Gong/Clari intensifies, revenue underperforms, exit $68.5M; after 1x preference ($50M), common stock recovers only $18.5M, a -98.5% loss.

Est. time to liquidity~4.0 years

Preference Stack Risk

low

Funding Intensity

4%

Total preferred investment of $50M represents 4.2% of current valuation, so preference overhang is minimal.

Dilution Risk

high

With $50M raised in Series A, runway may be 18-24 months, so additional dilutive rounds likely within 2 years.

Secondary Liquidity

none

No secondary market activity identified.

Questions to Ask at the Interview

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

  • 1

    “How does Rox plan to defend against established incumbents like Gong and Clari who already have deep enterprise relationships?”

  • 2

    “What is the assumed TAM and how does Rox's unit economics (CAC payback, net retention) look at scale?”

  • 3

    “Given the high valuation, what are the key milestones for the Series B raise and what growth rates are implied?”

Community

Valuation Sentiment

Our model estimates -66% 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.