-17%

est. 2Y upside i

Seed

The easiest way to automate your work.

Rank

#3094

Sector

Enterprise Software / Workflow Automation

Est. Liquidity

~4Y

Data Quality

Data: Medium

Rare capital-efficient compounder — profitable since 2014 on $1.4M, zero preference stack.

Last updated: March 20, 2026

Bull (25%)+80%

Zapier grows to $650-700M revenue by 2028, IPOs at 15-18x revenue ($10-12B), ~80% upside from $5B.

Base (55%)+20%

Revenue grows to ~$580M, valuation re-rates to 10-12x ($6-7B), ~20% upside.

Bear (20%)-35%

Power Automate and Copilot erode share, growth decelerates to 10-12%, valuation drops to $3-3.5B.

Est. time to liquidity~3.5 years

Preference Stack Risk

low

Funding Intensity

0%

Only $1.4M seed funding, no meaningful preferences.

Dilution Risk

low

Profitable, no fundraising needed.

Secondary Liquidity

moderate

Active secondary trading, some structured sales.

Questions to Ask at the Interview

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

  • 1

    What % of new revenue from AI features?

  • 2

    Current secondary market clearing price?

  • 3

    Any board discussion of IPO timing?

Community

Valuation Sentiment

Our model estimates -17% 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.