-72%

est. 2Y upside i

AI & MLSeries A

Search. Extract. Crawl. The web access stack built for builders, by builders. Tavily powers the next generation of agents with a suite of tools for real-time Search, structured data Extraction, and fully-rendered Crawling — everything agents need to access and reason over the live web.

Rank

#3312

Sector

AI Search Infrastructure

Est. Liquidity

~2Y

Data Quality

Data: High

Tavily has been acquired by Nebius Group for an initial $275M, with potential earn-outs up to $400M based on performance.

Last updated: March 10, 2026

Bull (25%)+45%

Tavily successfully integrates into Nebius Group, exceeding performance milestones and achieving the full earn-out potential, valuing its contribution at $400M within Nebius's AI cloud platform. This is driven by rapid adoption of agentic AI and Tavily's critical role in preventing LLM hallucinations.

Base (50%)+23%

Tavily integrates well within Nebius Group, contributing steadily to its AI cloud offerings and achieving some, but not all, earn-out milestones. Its value within Nebius grows to approximately $337.5M, reflecting solid performance in the expanding agentic AI market.

Bear (25%)-15%

Tavily faces integration challenges within Nebius Group or struggles to meet performance targets for earn-outs, leading to no additional value beyond the initial $275M, or a slight strategic devaluation. This could be exacerbated by intense competition or a slowdown in enterprise AI adoption.

Est. time to liquidity~2.0 years

Preference Stack Risk

moderate

Funding Intensity

9%

Investors contributed $25M in total funding. In an exit at $275M, assuming a 1x liquidation preference, preferred shareholders would receive their $25M back, with common shareholders sharing in the remaining $250M.

Dilution Risk

low

For Tavily's standalone equity, dilution risk is eliminated due to the acquisition. If equity is in Nebius Group, dilution risk is typical for a public company.

Secondary Liquidity

active

Tavily's equity is now tied to Nebius Group, which is publicly traded on NASDAQ (NBIS), offering active secondary liquidity.

Engineering — 6 roles

GTM — 3 roles

Operations — 3 roles

Customer Success — 1 role

View all 13 open roles at Tavily →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “Given the acquisition by Nebius Group, how is Tavily's product roadmap and strategic direction evolving, particularly in conjunction with Nebius's Token Factory and broader AI cloud platform?”

  • 2

    “What are the key performance indicators and milestones that will determine the earn-out component of the acquisition, and how will individual contributions be measured against these targets?”

  • 3

    “How does Nebius Group plan to leverage Tavily's existing customer base (e.g., Fortune 500 companies, Cohere, Groq) and expand its market penetration within the rapidly growing agentic AI sector?”

  • 4

    “Considering Nebius Group's public listing (NASDAQ: NBIS), what is the company's philosophy on employee equity, and what are the mechanisms for liquidity for equity holders in the future?”

Community

Valuation Sentiment

Our model estimates -72% 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.