-71%

est. 2Y upside i

Series B

Rank

#3851

Sector

Application Software

Est. Liquidity

~0Y

Data Quality

Data: Medium

SwiftKey is already acquired by Microsoft at $250M, so equity upside is essentially zero or tied to Microsoft stock.

Last updated: July 3, 2026

Bull (10%)-13%

SwiftKey maintains its premium multiple near 21x due to AI keyboard differentiation, but declining revenue to $10.2M still yields a -12.8% return.

Base (45%)-67%

Multiple converges to public comps (5-10x) on declining revenue, resulting in a -67% return.

Bear (45%)-88%

Multiple compresses to 3x on revenue decline and competitive pressure, with implied exit value below $31.7M funding, wiping out common equity.

Est. time to liquidity~0.0 years

Preference Stack Risk

moderate

Funding Intensity

1268%

Total funding $31.7M vs $250M valuation = 12.7% preference overhang, moderate.

Dilution Risk

low

No additional fundraising expected given Microsoft acquisition.

Secondary Liquidity

none

No active secondary market for Microsoft subsidiary equity.

Questions to Ask at the Interview

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

  • 1

    “How does SwiftKey's AI differentiate from Gboard's, and what is the strategy to reverse revenue decline?”

  • 2

    “How does the Microsoft acquisition affect the long-term incentive compensation structure for employees?”

  • 3

    “What are the key growth drivers within Microsoft's ecosystem for SwiftKey?”

Community

Valuation Sentiment

Our model estimates -71% 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.