Commons
+51%
est. 2Y upside i
Commons is a Sequoia-backed company since 2019.
Rank
#971
Sector
Climate Tech
Est. Liquidity
~4Y
Data Quality
Data: LowCommons offers a moderate expected upside of 51% over 2 years, but with high uncertainty due to stale valuation, missing growth data, and significant competitive threats from Big Tech.
Last updated: July 3, 2026
If the company achieves category leadership and benefits from an IPO window, multiples expand to 9x, yielding 150% upside before 20% dilution, net 130%.
Revenue grows to $12.5M, exit multiple converges to 7x, giving 94.4% upside before 20% dilution, net 74.4%.
Growth disappoints, multiple compresses to 4x, resulting in 11.1% upside before dilution, net -8.9%.
Preference Stack Risk
severeFunding Intensity
31%Total funding $13.9M against estimated valuation $45M (31% ratio), meaning preferred shareholders hold significant liquidation preference.
Dilution Risk
highGiven Series A was in 2022 and revenue is modest, a down round or up round is likely within 2 years, diluting common equity by ~20%.
Secondary Liquidity
noneNo secondary market data available; likely no liquidity for shares
Questions to Ask at the Interview
Strategic questions based on Commons's data — designed to show you've done your homework.
- 1
“How does Commons plan to differentiate from carbon tracking features integrated into Google and Apple platforms?”
- 2
“What is the current user growth rate and retention metrics?”
- 3
“Given the need for future funding, how does the cap table look and what is the timeline for next round?”
Community
Valuation Sentiment
Our model estimates +51% 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.