Estimote, Inc.
-87%
est. 2Y upside i
Location intelligence platform
Rank
#1010
Sector
IoT Location Intelligence
Est. Liquidity
~4Y
Data Quality
Data: MediumEstimote operates in a high-growth market with a strong product and notable customer validation, suggesting significant upside potential if they can execute on their expansion strategy.
Last updated: February 24, 2026
Estimote successfully expands its SpaceTimeOS platform, secures major enterprise contracts, and becomes a dominant player in niche IoT location intelligence, leading to a strategic acquisition or strong Series B/C round at a significantly higher valuation.
Estimote continues steady growth, maintains its market position, and secures further funding rounds, but faces ongoing competitive pressures and moderate market adoption.
Increased competition from incumbents or well-funded startups, slower-than-expected market adoption, or failure to scale operations leads to a down round or limited exit opportunity, significantly impacting common equity value.
Preference Stack Risk
severeWith $17M in total funding and an estimated $35M valuation, investors hold approximately 48.57% of the company's valuation in liquidation preferences, meaning common shareholders would only see returns on the $18M portion of the valuation in an exit at current value.
Dilution Risk
highAs an early-stage company with moderate capital intensity, Estimote will likely require additional funding rounds to achieve significant scale, leading to further dilution for existing equity holders.
Secondary Liquidity
noneThere is no indication of active secondary markets or tender offers for Estimote's shares, meaning liquidity for employee equity is currently very limited.
Community
Valuation Sentiment
Our model estimates -87% 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.