Volley
-27%
est. 2Y upside i
Voice AI games on smart speakers, TVs, and mobile
Rank
#2890
Sector
Gaming, Voice AI Entertainment
Est. Liquidity
~4Y
Data Quality
Data: LowThe expected equity upside is negative (-27.4%) with low confidence due to missing valuation data and a stale round mark.
Last updated: July 19, 2026
Voice AI gaming market expands; IPO window opens allowing multiple to hold at 14x; projected revenue $39.1M yields exit value $548M; after 20% dilution, net upside 62.6%.
Multiple converges to public comp average of 6x; exit value $235M; after preference and 20% dilution, net downside 41.7%.
Intense competition compresses multiple to 4x; exit value $157M; preference overhang absorbs most value; after dilution, net downside 67.8%.
Preference Stack Risk
severeFunding Intensity
3580%Total funding of $107.27M represents 35.8% of the estimated $300M valuation, giving preferred holders substantial liquidation preference.
Dilution Risk
highWith the last round 2 years ago and moderate revenue growth, a future funding round is likely, potentially diluting common holders by 15-25%.
Secondary Liquidity
noneNo secondary market transactions have been reported, and the stale valuation discourages private trading.
Questions to Ask at the Interview
Strategic questions based on Volley's data — designed to show you've done your homework.
- 1
“How does Volley's voice AI differentiate from platform-native assistants like Alexa or Google Assistant?”
- 2
“What is the strategy to convert the free-to-play user base to recurring subscription revenue?”
- 3
“Given the high preference overhang, what is the company's plan to provide employee liquidity before an IPO?”
Community
Valuation Sentiment
Our model estimates -27% upside. What do you think?
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Community Discussion
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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.