Stairwell
-61%
est. 2Y upside i
Rank
#1456
Sector
Cybersecurity
Est. Liquidity
~3Y
Data Quality
Data: MediumStairwell, a Series B cybersecurity company with an estimated current revenue of $25M and a $250M valuation, presents a moderate upside opportunity for a job seeker.
Last updated: March 10, 2026
Stairwell's proprietary AI-driven malware analysis platform gains significant market share by displacing legacy solutions and expanding its customer base, particularly with the success of Stairwell Core. Revenue grows to over $80M by 2028, justifying a $875M+ valuation at a 10x+ multiple, leading to a strong acquisition or Series C round.
Stairwell continues to grow steadily, maintaining its niche in AI-driven malware intelligence but facing persistent competition from incumbents. Revenue reaches $45M-$50M by 2028, leading to an estimated valuation of $425M, which is a modest increase from the current valuation.
Dominant incumbents like CrowdStrike and Recorded Future expand their offerings to directly compete with Stairwell's specialized features, eroding its competitive moat and pricing power. Growth stalls, and the company struggles to raise a subsequent funding round, leading to a down round or acquisition at a valuation of $100M or less, significantly impairing common stock value given the existing liquidation preferences.
Preference Stack Risk
highInvestors hold $69.5M in liquidation preferences ahead of common shareholders. In an exit at or below the current $250M valuation, common stock holders would receive value only after the $69.5M preference is paid out.
Dilution Risk
highAs a Series B company, Stairwell will likely require at least one more significant funding round (e.g., Series C) before an exit, which will result in further dilution for existing equity holders.
Secondary Liquidity
noneThere is no indication of active secondary markets or tender offers for Stairwell's equity.
Questions to Ask at the Interview
Strategic questions based on Stairwell's data — designed to show you've done your homework.
- 1
“How is Stairwell planning to maintain its specialized competitive moat and differentiate against the expanding offerings of cybersecurity giants like CrowdStrike and Recorded Future?”
- 2
“Given the current revenue of ~$25M and the Series B stage, what are the key growth levers and strategic priorities to scale revenue significantly towards a Series C or liquidity event in the next 2-3 years?”
- 3
“With $69.5M in total funding, how does the company view its path to liquidity for employees, and what are the expectations regarding future dilution from potential additional funding rounds?”
Community
Valuation Sentiment
Our model estimates -61% 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.