Sett AI
+57%
est. 2Y upside i
Rank
#863
Sector
AdTech, Gaming, Generative AI
Est. Liquidity
~4Y
Data Quality
Data: MediumThe expected upside of ~57% over 2 years is attractive but carries risk due to the severe preference stack (38% of valuation) and medium competitive threats.
Last updated: July 19, 2026
If Sett leverages its AI platform to capture market share in mobile game marketing, revenue could reach $38.6M and multiple hold at 9x, implying 132% upside from entry valuation of $150M.
With steady growth and multiple convergence to 7x, exit value $270M yields 80% upside.
If competition intensifies or growth slows, multiple compresses to 4x, exit value $154M yields 3% upside, but preference stack limits common upside.
Preference Stack Risk
severeFunding Intensity
38%Total funding of $57M represents 38% of estimated valuation of $150M, creating significant preference overhang.
Dilution Risk
moderateWith $30M from recent Series B and moderate burn, a raise within 24 months is possible but not imminent; assumed 15% dilution.
Secondary Liquidity
noneNo secondary market trading data available; likely no liquidity for employees.
Questions to Ask at the Interview
Strategic questions based on Sett AI's data — designed to show you've done your homework.
- 1
“How does Sett plan to differentiate against incumbents like AppsFlyer and Facebook for Business?”
- 2
“What is the current revenue growth rate and path to profitability?”
- 3
“How is the equity structured between preferred and common shares and what is the current valuation?”
Community
Valuation Sentiment
Our model estimates +57% 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.