-49%

est. 2Y upside i

Vertical SaaSAI & MLSeries A

Cambio is a software platform for world-class real estate decarbonization. We help commercial real estate owners and tenants bring their real estate portfolios to net-zero using a powerful suite of software tools and AI-based recommendations. Our mission: to take the real estate industry into the climate action era.

Rank

#479

Sector

PropTech, Artificial Intelligence, Business Software

Est. Liquidity

~6Y

Data Quality

Data: Medium

Cambio presents a compelling equity opportunity with strong upside potential, driven by its innovative agentic AI platform disrupting the large and inefficient commercial real estate market.

Last updated: March 10, 2026

Bull (30%)+300%

Cambio's proprietary agentic AI and deep industry expertise allow it to rapidly capture significant market share from legacy systems in the $1.4B TAM, exceeding growth expectations. By leveraging its data advantage and expanding into new geographies and asset classes, Cambio achieves a valuation of $400M (4x current) within two years, driven by strong ARR growth and a premium multiple for its innovative AI platform.

Base (45%)+100%

Cambio continues its strong execution, securing additional institutional clients and expanding its platform capabilities. While facing increasing competition from established PropTech players adopting AI, Cambio maintains its competitive edge through continuous product innovation and high customer switching costs. This leads to a solid 2x valuation of $200M within two years, reflecting consistent revenue growth and market penetration.

Bear (25%)-70%

The nascent agentic AI market faces commoditization or a dominant incumbent (e.g., a major enterprise software provider or a well-funded PropTech incumbent like MRI Software) launches a highly competitive, integrated solution. Cambio struggles to differentiate or scale its sales effectively, leading to slower-than-expected growth and a down round. The valuation drops to $30M, resulting in a significant loss for common stock holders due to the preference stack.

Est. time to liquidity~6.0 years

Preference Stack Risk

high

Funding Intensity

22%

Investors hold $22M in liquidation preferences ahead of common stock, representing 22.0% of the current $100M valuation.

Dilution Risk

high

As a Series A company, Cambio will likely undergo several more funding rounds, leading to significant future dilution for current equity holders.

Secondary Liquidity

none

There is currently no active secondary market for Cambio's shares, and tender offers are unlikely at this early stage.

Sales — 4 roles

Engineering — 2 roles

Product — 1 role

View all 7 open roles at Cambio →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “Cambio's agentic AI is a strong differentiator. How do you plan to maintain this technological lead and prevent larger PropTech incumbents, like MRI Software, from developing or acquiring similar capabilities that could threaten your market position?”

  • 2

    “With rapid adoption across 35+ countries and 2 billion square feet in assets, what are the key metrics Cambio is tracking to demonstrate continued high growth and how do you plan to scale your enterprise SaaS revenue model to reach the full $1.4B TAM?”

  • 3

    “Given the Series A funding and the $22M in liquidation preferences, what is the company's long-term strategy for providing liquidity to common stock holders, and what is the anticipated timeline for a potential exit event?”

Community

Valuation Sentiment

Our model estimates -49% 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.