Cambio
-18%
est. 2Y upside i
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
#2708
Sector
PropTech, AI, Commercial Real Estate Software
Est. Liquidity
~5Y
Data Quality
Data: LowCambio offers a compelling long-term opportunity if you believe in AI disruption in CRE, but the lack of revenue data makes near-term equity upside highly uncertain.
Last updated: July 19, 2026
AI adoption accelerates, Cambio becomes category leader; exit multiple expands to 15x on $10.2M revenue (Jan-2028), valuing equity at $153M. Net of 20% dilution, upside 33%.
Growth solid but compresses to 10x multiple on $10.2M revenue = $102M. After preference and dilution, equity value slightly below entry, downside 18%.
Incumbent threat (JLL) and slow enterprise sales drive multiple to 6x, exit $61.2M. Preference stack consumes most, common stock near -59%.
Preference Stack Risk
highFunding Intensity
2200%$22M total funding on $100M valuation (22%) gives preferred a significant senior claim, reducing common upside in downside scenarios.
Dilution Risk
moderateRecent $18M Series A provides ~2 years runway, but rapid growth may require another round within 2 years, diluting ~20%.
Secondary Liquidity
noneNo secondary market indicated; employees are likely not able to sell shares until a liquidity event.
Sales — 4 roles
- Enterprise Account Executive · New York City
- Head of Sales · New York City
- Senior Marketing Manager · San Francisco
- +1 more →
Engineering — 2 roles
- Senior Backend Engineer · Waterloo
- Senior Software Engineer, AI Products · Waterloo
Product — 1 role
- Senior Product Manager · San Francisco
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
“How does Cambio differentiate from JLL’s existing Falcon platform, and why would customers switch?”
- 2
“What is the unit economics (e.g., ACV, churn) for your current customers, and how do you expand within accounts?”
- 3
“Given the early stage, what is the expected dilution from future rounds, and what is the preferred liquidation scenario?”
Community
Valuation Sentiment
Our model estimates -18% 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.