+63%

est. 2Y upside i

AI & MLSeries A

We build AI agents for Risk and Compliance that do complex workflows like underwriting and investigations. Trusted by the world's largest marketplaces and payments companies.

Rank

#794

Sector

AI Risk & Compliance Software

Est. Liquidity

~3Y

Data Quality

Data: Low

SafetyKit offers a high-risk, high-reward equity package with ~63% expected 2-year upside after dilution, driven by strong growth and the OpenAI partnership but offset by a 45% bear probability from hyperscaler competition.

Last updated: August 21, 2026

Bull (20%)+234%

AI regulation tailwinds and OpenAI collaboration drive category leadership; a 12x forward revenue multiple on $44M ARR yields a $532M exit, a 254% gross upside and ~234% net of dilution.

Base (35%)+87%

Revenue compounds to ~$44M ARR; the multiple converges to 7x with public SaaS comps, producing a $310M exit and ~107% gross / ~87% net upside.

Bear (45%)-31%

Incumbents like Microsoft, AWS, OpenAI, and Meta bundle safety agents and compress the multiple to 3x; exit falls to $133M, -11% gross, and -31% after 20% dilution.

Est. time to liquidity~3.0 years

Preference Stack Risk

high

Funding Intensity

1850%

$27.7M of 1x non-participating preferred sits ahead of common, ~18.5% of the $150M entry valuation; it only wipes out common if exit falls below $27.7M.

Dilution Risk

high

Assumes ~20% dilution from a likely Series B/option pool; the Apr 2025 $27M raise provides runway but not enough to avoid future capital.

Secondary Liquidity

none

No secondary market or repurchase program indicated; employee equity is illiquid until an exit.

Engineering — 4 roles

GTM — 3 roles

Other — 2 roles

Product — 1 role

View all 10 open roles at SafetyKit →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “What is the current ARR and net revenue retention, and how has it changed since the $1M figure in Jun 2024?”

  • 2

    “How do you differentiate from Microsoft/OpenAI's own safety models, and what prevents them from replicating your workflows?”

  • 3

    “What is the current 409A/common strike price, and what dilution should employees expect in the next financing round?”

Community

Valuation Sentiment

Our model estimates +63% 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.