Diligence memo · auto-generated · as of July 2, 2026
Twilio Inc
Twilio Inc looks under-valued against its niche peers and is dormant on financing cadence.
Businessfiled
Twilio Inc operates in AI / ML, based in San Francisco. Build amazing customer experiences on the Twilio platform with APIs for SMS, RCS, voice, and email, plus conversational AI for smarter engagement, and identity verification for trust.
Sub-sector tags: ai/ml.
Capital & rounds (filed)filed
Twilio Inc has raised $3.2B in disclosed capital across 5 recorded rounds, aggregated from public filings. Its latest round is modeled as Growth/Late (a round over $400M).
Largest single filing: $2.6B on 2020-11-02.
Most recent recorded round closed around 2021-07-14.
Valuation (modeled)modeled
Provath models Twilio Inc at approximately $12.2B (range $2.9B–$20.2B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Under-valued. Modeled value is 0.62× the median modeled value of Growth/Late AI / ML companies in 2019–2021 (6 peers) — value vs value, same stage and era.
Financing rhythm & timingmixed
Historic cadence: a new round about every 35 months.
Last raise 5.0 yr ago; this sector typically re-raises about every 11 months.
Silent for over 3× the sector's normal cadence.
The last round was 7.0× smaller than the prior — a bridge or down round.
Comparablesmixed
Capital scale ranks ahead of 100% of AI / ML peers (2067 compared).
Modeled value ranks above 100% of those peers.
Closest niche peers: Mila Laniakea, Inc., Salesforce Com Inc, UiPath, Inc., Attentive Mobile Inc., Kobo360 Inc..
Peoplefiled
23 named people on file across officers, directors and signatories.
Risks & flagsmixed
Financing has been silent well beyond sector cadence — possibly defunct, acquired, or paused.
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.