Sixfold AI
-14%
est. 2Y upside i
Rank
#2616
Sector
Insurtech, Artificial Intelligence
Est. Liquidity
~4Y
Data Quality
Data: MediumThe 2-year expected upside is -13.5% after dilution, driven by a steep 20x ARR entry multiple and a severe $51.5M preference stack.
Last updated: August 3, 2026
AI underwriting adoption accelerates with Tier-1 insurer wins; multiple holds at 12x on $20.2M ARR, implying a $243M exit. After 20% dilution, common upside is +41.9% (IPO window/category leadership supports multiple).
Revenue reaches $20.2M but the exit multiple converges to 8x, implying a $162M exit slightly above entry value. After 20% dilution, downside is -12.1% as the high entry multiple compresses.
If adoption stalls or Guidewire competes aggressively, the multiple falls to 2x, leaving a $40.5M exit value below the $51.5M liquidation preference; common stock is worthless.
Preference Stack Risk
severeFunding Intensity
34%$51.5M of liquidation preference equals 34% of the $150M valuation; below that exit common recovers nothing.
Dilution Risk
highSeries B runway likely less than 24 months; a follow-on round could dilute existing shareholders ~20%.
Secondary Liquidity
noneNo secondary-implied value provided; no employee liquidity or tender-offer evidence.
Questions to Ask at the Interview
Strategic questions based on Sixfold AI's data — designed to show you've done your homework.
- 1
“How many months of runway does the $30M Series B provide, and what ARR target is needed before the next raise?”
- 2
“What is the current ARR exit run-rate and net revenue retention since the Sep-2025 disclosure?”
- 3
“What is the current 409A common-stock fair value relative to the $150M valuation, and has there been any employee secondary tender offer?”
Community
Valuation Sentiment
Our model estimates -14% 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.