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modal.comadded 2026-09-02
Sustained conviction: Redpoint backed every round from seed to Series C

Worth-Joining Index · Scorecard

v2.1 ALPHA · 2026-08

Career Score

82/100

Coverage

100%

Verified

42%

Stage cohort

Late

Vibe Check

🎪 community voting coming soon

Momentum
16/16
Efficiency
18/20
Backing
6.2/8
Market
7.7/11
Product
8.8/11
Upside
10.5/16

Latest valuation

$4.65B (Series C, 2026-05)

Series C · 2026-05

ARR

~$300M+ ARR run-rate

Total raised

~$466M total raised (Seed through Series C, as of 2026-05)

as of 2026-05

Team size

120+ employees

figures vary
AI基础设施Serverless GPU云开发者工具Founded · 2021Stage · Growth (Series C)HQ · New York CitySize · 120+ employees (2026-05)

Traction · Key numbers

ARR~$300M+ ARR run-rate (2026-05)Company's own blog post announcing Series C; states ARR surpassed $300M Publicly verifiableas of 2026-05
ARR增速5x YoY growth (since Sept 2025 Series B)Company states fivefold growth since Series B in September 2025 (~8 months, not exactly YoY) Publicly verifiableas of 2026-05
Headcount120+ employees (May 2026) Company-claimedas of 2026-05
Valuation paceValuation from $1.1B to $4.65B in 8 months Publicly verifiableas of 2026-05

Funding

Total raised

~$466M total raised (Seed through Series C, as of 2026-05)

Rounds

3

Valuation pace

estimate

C

$355M

Series C · 2026-05 · valuation $4.65B post (Series C, 2026-05) · led by General Catalyst, Redpoint

With: Menlo Ventures, Bain Capital Ventures, Accel · Closed in two tranches: an initial slice at $2.5B valuation, then a higher tranche at $4.65B as investor demand surged

B

$87M

Series B · 2025-09 · valuation $1.1B post · led by Lux Capital

With: General Catalyst, Amplify Partners

S

$16M

Series A · 2023-10 · led by Redpoint Ventures

Sustained conviction: Redpoint backed every round from seed to Series C

General Catalyst led the C round with valuation up 4x+ in 8 months — strong market belief, but pricing in a lot of future growth

~$466M raised against $300M+ ARR is reasonably efficient, but valuation has outrun revenue growth

Founders

Erik Bernhardsson CEO

Spent six years building ML systems at Spotify (Discover Weekly, Luigi, Annoy), later CTO at Better.com

Akshat Bubna CTO

Former Scale AI engineer, IOI gold medalist

Reality · Working here

H1B / PERMUnknown
Remote policyUnknown
Comp modelUnknown
GlassdoorUnknown — work here? Help us fill this in →
Equity liquidityUnknown
Hiring statusUnknown

Signals & Risks

CompetitorsReplicateBasetenTogether AIRunPod
ValuationValuation jumped from $1.1B to $4.65B in about 8 months — a slowdown in revenue growth could trigger a sharp markdown
CompetitionCrowded serverless GPU/inference space with strong competitors like Replicate, Baseten, and Together AI
Key personHeavy reliance on the two co-founders' technical reputation and product judgment

Editorial ✎

Good fit for

· Systems engineers who care about container scheduling and cold-start latency — that's Modal's real moat

· People who want to make product/growth calls inside a genuinely steep growth curve (5x ARR in 8 months)

· Those who buy into the serverless-GPU vision and are comfortable betting on two founders' technical judgment

Not for

· Anyone wanting mature org structure and settled process — at ~120 people, everything is still in flux

· Anyone uneasy about a crowded serverless-GPU/inference infra market without an airtight differentiation story

Ask in the interview

1. Valuation went from $1.1B to $4.65B in 8 months — if ARR growth slows over the next couple quarters, how does the company handle the valuation gap?

2. Against Replicate, Baseten, Together AI and other serverless-GPU/inference players, what is Modal's actual hardest-to-copy moat?

3. If the two co-founders disagree on product direction, what's the decision mechanism?

Data changelog

Community corrections → editorial review → applied, fully on the record

2026-09-02
累计融资额 filled in as ~$466M total raised (Seed through Series C, as of 2026-05)

data as of 2026-05 · Source: Clay company funding dossier (aggregated third-party estimate)

~ 3rd-party estimate
2026-09-02
最近一轮领投机构 filled in as General Catalyst, Redpoint

data as of 2026-05 · Source: Modal company blog (Series C announcement)

Publicly verifiable
2026-09-02
最近一轮估值 filled in as $4.65B post (Series C, 2026-05)

data as of 2026-05 · Source: Modal company blog (Series C announcement)

Publicly verifiable
2026-09-02
团队规模 filled in as 120+ employees (2026-05)

data as of 2026-05 · Source: Modal company blog (Series C announcement)

Publicly verifiable
2026-09-02
收入增速 filled in as 5x YoY growth (since Sept 2025 Series B)

data as of 2026-05 · Source: Modal company blog (Series C announcement)

Publicly verifiable
2026-09-02
ARR / 年化收入 filled in as ~$300M+ ARR run-rate (2026-05)

data as of 2026-05 · Source: Modal company blog (Series C announcement)

Publicly verifiable
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