+45%

est. 2Y upside i

AI & MLSeries D+

Rank

#1055

Sector

Industrial Software, AI & Robotics

Est. Liquidity

~3Y

Data Quality

Data: Medium

DroneDeploy offers a moderate-risk equity opportunity with a probability-weighted 45% upside over 2 years.

Last updated: July 19, 2026

Bull (25%)+100%

Multiple expands to 9x on IPO window and category leadership; projected revenue $167M yields $1.5B exit; after preference, common gains 124% but capped at 100% per stage constraints.

Base (55%)+41%

Multiple converges to 6x in line with public comps; exit at $1B; common receives $844M for 41% upside.

Bear (20%)-15%

Multiple compresses to 4x due to competitive pressure; exit at $668M; preference stack absorbs $156M, leaving $512M for common, a 15% loss.

Est. time to liquidity~3.0 years

Preference Stack Risk

high

Funding Intensity

26%

Total funding of $156M represents 26% of estimated entry valuation, meaning in a down-round or below-$156M exit, common stock receives nothing.

Dilution Risk

low

Company is profitable and recently raised a small strategic round; no further dilutive fundraising is expected within 24 months.

Secondary Liquidity

none

No secondary market transactions or implied valuations exist; liquidity is tied to a future IPO or acquisition.

Questions to Ask at the Interview

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

  • 1

    “How does DroneDeploy plan to differentiate against hardware-integrated solutions like DJI Terra?”

  • 2

    “What is the company's go-to-market strategy for expanding beyond construction into other heavy industries?”

  • 3

    “Given the lack of a recent valuation, what is the company's current fair value and how is it determined for employee equity grants?”

Community

Valuation Sentiment

Our model estimates +45% 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.