-49%

est. 2Y upside i

EdTech

Rank

#1897

Sector

EdTech

Est. Liquidity

~3Y

Data Quality

Data: Medium

Teachable presents a strong upside opportunity for a job seeker, with an estimated 52% expected upside over a two-year horizon.

Last updated: March 10, 2026

Bull (40%)+100%

Teachable successfully leverages Hotmart's global reach and resources, expanding its enterprise offerings and AI-powered tools, leading to sustained high growth (30%+ YoY). This drives Teachable's internal valuation to $500M by 2028, reflecting a more aligned revenue multiple with EdTech SaaS peers (8.5x revenue).

Base (45%)+40%

Teachable maintains its strong position in the creator economy, growing steadily at 20-25% YoY, and effectively fends off competition from platforms like Kajabi and Thinkific. Its valuation grows to $350M by 2028, reflecting continued market relevance and integration within the Hotmart ecosystem.

Bear (15%)-40%

Increased competitive pressure from all-in-one platforms and negative creator sentiment due to recent pricing changes lead to slower growth and customer churn. Hotmart potentially reprioritizes resources, resulting in Teachable's valuation declining to $150M by 2028, significantly impacting common stock value.

Est. time to liquidity~3.0 years

Preference Stack Risk

moderate

Funding Intensity

6%

Investors hold $15M in liquidation preferences. In an exit at or below $250M, common stock holders would be behind this $15M.

Dilution Risk

moderate

As a subsidiary, future dilution would primarily stem from new equity grants by Hotmart or Teachable, rather than external funding rounds.

Secondary Liquidity

none

As a private subsidiary of Hotmart, there is no active secondary market for Teachable's equity.

Other — 3 roles

View all 3 open roles at Teachable →

Last updated: February 22, 2026

Questions to Ask at the Interview

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

  • 1

    “How is Teachable leveraging Hotmart's broader ecosystem and international presence to differentiate itself from competitors like Kajabi and Thinkific, especially given the recent pricing adjustments?”

  • 2

    “With Teachable's revenue growing to ~$59M and a focus on enterprise expansion and AI, what are the key strategic initiatives planned for the next 24 months to accelerate growth and capture a larger share of the EdTech TAM?”

  • 3

    “Given Teachable's acquisition by Hotmart, how does the company envision liquidity events for employees holding equity, and what is the anticipated timeline for such opportunities?”

Community

Valuation Sentiment

Our model estimates -49% upside. What do you think?

Anonymous. Do not share material non-public information.

Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.