-80%

est. 2Y upside i

Series C

Rank

#3898

Sector

Smart Home

Est. Liquidity

~4Y

Data Quality

Data: Low

Equity upside appears deeply negative over a 2-year horizon due to a stale high valuation, substantial preference overhang, and no identifiable near-term liquidity catalyst.

Last updated: July 3, 2026

Bull (10%)+56%

IPO window opens and category leadership drives multiple to 11x revenue, yielding $330M exit. Common stock recovers $256.9M after preference, providing 56% upside.

Base (45%)-90%

Multiple compresses to 3x revenue, exit value $90M. Preference overhang leaves common with $16.9M, a 90% loss from entry valuation.

Bear (45%)-100%

Market multiple falls to 1x revenue, exit value $30M. Preference stack captures entire exit, common stock worthless.

Est. time to liquidity~4.0 years

Preference Stack Risk

severe

Funding Intensity

44%

With $73.1M in preferred stock on a $165M valuation, common stock is subordinated for first $73.1M of exit proceeds.

Dilution Risk

high

Company has not raised since 2017; ongoing capital needs may require a down round, diluting existing stockholders.

Secondary Liquidity

none

No secondary trades reported; liquidity depends on an exit event.

Engineering — 8 roles

Marketing — 3 roles

Sales — 2 roles

Customer Experience — 1 role

View all 16 open roles at August →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “Given the competitive landscape, how would you differentiate August's smart lock from Ring or Google Nest?”

  • 2

    “What is your view on the revenue model—should August pivot to a subscription-first approach?”

  • 3

    “How do you assess the probability of an M&A exit given the founder's and investors' time horizon?”

Community

Valuation Sentiment

Our model estimates -80% 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.