Env0
-81%
est. 2Y upside i
Infrastructure as code automation and management platform
Rank
#3609
Sector
Developer Tools
Est. Liquidity
~4Y
Data Quality
Data: LowGiven the company's low revenue growth (5% YoY), high preference overhang ($41.9M liquidation preference on ~$60M estimated valuation), and critical competition from HashiCorp and cloud giants, equity upside is highly negative across all scenarios.
Last updated: July 3, 2026
CloudQuery merger could expand platform value, pushing multiple to 7x, but low growth and dilution still yield negative return of -46.6%.
Multiple converges to 5x with minimal growth, resulting in -67.6% after dilution.
Preference stack of $41.9M consumes all equity as exit value remains low; common stock worthless.
Preference Stack Risk
severeFunding Intensity
6983%Total funding of $41.9M represents 70% of estimated entry valuation ($60M), creating severe downside for common stock.
Dilution Risk
highGiven low revenue and old round, future raise likely within 24 months, diluting common by ~20%.
Secondary Liquidity
noneNo secondary market activity reported.
Questions to Ask at the Interview
Strategic questions based on Env0's data — designed to show you've done your homework.
- 1
“How does the CloudQuery merger improve revenue growth trajectory beyond the current 5%?”
- 2
“What is the company's current cash runway and fundraising plans?”
- 3
“What is the current 409A valuation and any recent secondary market activity?”
Community
Valuation Sentiment
Our model estimates -81% 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.