-31%

est. 2Y upside i

DevOps & InfraSeries A

Upstash makes data easiest part of your job. We manage everything for you. You focus on more important things. With per-request pricing, you pay only for what you use.

Rank

#2957

Sector

Developer Tools

Est. Liquidity

~5Y

Data Quality

Data: Low

Upstash is an early-stage company with $1M ARR and significant execution risk against cloud incumbents.

Last updated: July 19, 2026

Bull (15%)+59%

If Upstash maintains high growth and multiple expands to 15x driven by IPO windows and category leadership, equity could return 59% net of dilution.

Base (40%)-22%

With multiple converging to ~8x and moderate growth, the expected equity value declines 22% over 2 years after dilution.

Bear (45%)-69%

Multiple compresses to 4x as cloud incumbents dominate and no growth; common stock is wiped out by preference stack, yielding -68.6%.

Est. time to liquidity~5.0 years

Preference Stack Risk

severe

Funding Intensity

0%

Total preferred funding of $12M is 60% of assumed $20M entry valuation, meaning common stock is deeply subordinate.

Dilution Risk

high

Assuming 15% dilution over 2 years from a potential down round or growth raise.

Secondary Liquidity

none

No secondary market exists; liquidity only through IPO or acquisition, likely 5+ years out.

Questions to Ask at the Interview

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

  • 1

    “How do you plan to differentiate from AWS ElastiCache's managed Redis service over the next 2 years?”

  • 2

    “What is the unit economics and path to profitability given the pay-per-request model?”

  • 3

    “Given the Series A round 2 years ago, what is the current cash runway and likelihood of a down round?”

Community

Valuation Sentiment

Our model estimates -31% 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.