Shift Technology

shift-technology.com

-24%

est. 2Y upside i

AI & MLSeries D+

Rank

#2989

Sector

InsurTech / AI

Est. Liquidity

~3Y

Data Quality

Data: Medium

Shift Technology is the insurance AI category leader with genuine data moat.

Last updated: March 21, 2026

Bull (25%)+100%

Shift Claims agentic AI scales; $150M+ ARR. Acquired at 10-12x ($1.5-1.8B).

Base (45%)+30%

$110M ARR. Acquired at 7-9x ($770M-$990M). Below $1B peak but solid.

Bear (30%)-40%

Guidewire/Duck Creek native fraud. Growth slows. Below $320M funding.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Funding Intensity

32%

$320M raised on $1B; 32% intensity.

Dilution Risk

moderate

No funding since 2021; may need round.

Secondary Liquidity

none

No known secondary.

Questions to Ask at the Interview

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

  • 1

    Shift Claims adoption rate?

  • 2

    Guidewire competitive dynamics?

  • 3

    Exit timeline: IPO vs acquisition?

Community

Valuation Sentiment

Our model estimates -24% 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.