-78%

est. 2Y upside i

DevOps & InfraSeries A

Rank

#3282

Sector

Developer Tools

Est. Liquidity

~4Y

Data Quality

Data: Medium

Xata operates in a large and growing market with a developer-friendly, serverless PostgreSQL offering and integrated AI features.

Last updated: March 10, 2026

Bull (15%)+400%

Xata successfully leverages its integrated AI capabilities and serverless PostgreSQL platform to capture significant market share from both legacy databases and emerging competitors, expanding revenue to over $50M ARR by 2028 and justifying a $1B+ valuation at a 20x multiple.

Base (35%)0%

Xata maintains steady growth in the developer tools market, growing revenue to ~$15M ARR by 2028, but faces ongoing pressure from incumbents, leading to a flat valuation of $150M at a 10x multiple.

Bear (50%)-80%

Intense competition from major cloud providers and well-funded startups like Supabase and Neon commoditizes Xata's offerings, leading to stalled growth at ~$6M ARR and a down round to a $30M valuation, significantly eroding common stock value.

Est. time to liquidity~4.0 years

Preference Stack Risk

high

Funding Intensity

23%

Investors hold $35M in liquidation preferences ahead of common stock, representing 23.3% of the current valuation.

Dilution Risk

high

As a Series A company, Xata is likely to pursue additional funding rounds, which will lead to further dilution for existing equity holders.

Secondary Liquidity

limited

Secondary market access is limited to accredited investors through platforms like Forge and is subject to company policies.

Other — 8 roles

View all 8 open roles at Xata →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “Given the strong competition from major cloud providers like AWS and Google Cloud, and well-funded startups like Supabase and Neon, how does Xata plan to differentiate and capture significant market share beyond its current niche?”

  • 2

    “With an estimated $4M in revenue and a $150M valuation, what are the key milestones and growth levers the company is focused on to justify its current valuation and achieve a successful Series B or C round within the next 2-3 years?”

  • 3

    “Considering the $35M in total funding and the current $150M valuation, how does Xata communicate the equity upside to employees, especially in potential exit scenarios where liquidation preferences might impact common stock holders?”

Community

Valuation Sentiment

Our model estimates -78% 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.