CEO Flo CrivelloFounded 2020HQ San Francisco, CA, US
Lindy is a private AI executive assistant company that automates tasks like email, calendar, and workflows across business apps. It is used to build no-code AI agents that act on behalf of users and teams.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Latest Price
$250M
Series A, late 2023, Perplexity
UpMarket Estimate
$288M
Based on UpMarket valuation model
How to Invest in Lindy Through UpMarket
Lindy shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Step 01
Verify accredited investor status
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
Step 02
Create an UpMarket account
Complete KYC/AML onboarding. Typically 1–2 business days. Licensed rep assigned on signup.
Step 03
Review available Lindy offerings
Full offering memoranda and risk disclosures provided before any commitment is required.
Step 04
Complete subscription documents
Review and sign subscription agreement. All documents handled digitally through the platform.
Step 05
Fund your investment
Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
$1.3B+
UpMarket has brokered over $1.3 billion in alternative investments*
*Includes principal invested and appreciation of investments originated via the UpMarket platform based on historical trade volume and valuation estimates through March 31, 2026. Of the total, approximately $301 million is managed by UpMarket Management, with the remaining originated investments managed by affiliates. Past performance is not predictive of future results.
Valuation Growth Over Time
Post-money valuation by round
Previous roundsMost recent
Date
Round
PPS (split-adj.)
Valuation
late 2023
Series A
$250M
Why Investors Are Watching Lindy
Growth Signal
Lindy says it has raised about $50M across three rounds
Founders Forum says Lindy has raised $50 million to date, with backing from Menlo, Coatue, Battery, Tiger and other investors. Clay also reports a total of $49.9 million across Seed, Series A and Series B rounds, with Battery Ventures leading the Series B. The funding history suggests repeated investor support for the company’s AI-assistant platform.
Product Milestone
Lindy positions itself as an AI assistant for daily work
Founders Forum describes Lindy as an AI personal assistant for calendaring, emailing and meeting-note taking. Extruct AI says the platform automates outreach, prospecting and post-sales support, framing it as an AI SDR-style workflow tool for businesses. That product scope spans both individual productivity and revenue operations.
Market Opportunity
Lindy targets broad workflow automation across business teams
Extruct AI characterizes Lindy as an AI-powered platform for business development tasks such as outreach, research prospecting and post-sales support. Founders Forum also notes the product helps with core daily work tasks, which broadens the addressable market beyond one function into multiple office workflows. That positioning gives Lindy exposure to a large enterprise automation category.
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No. As of March 2026, Lindy is a private company and does not trade on any public stock exchange. Accredited investors can access Lindy shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Lindy does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Lindy shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered more than $500M in alternative investments since 2019.
Pre-IPO investments carry significant risks. Lindy shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate of is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Lindy builds no-code AI agents that automate email, calendar, and workflows across business apps, is valued at $288M and has raised about $50M across three rounds — accredited investors can access Lindy stock through UpMarket.