+80%

est. 2Y upside i

DevOps & InfraSeries D+

The platform for building and operating time series applications.

Rank

#758

Sector

Database Software

Est. Liquidity

~3Y

Data Quality

Data: Medium

InfluxData offers a probability-weighted 80% upside over 2 years, driven by its strong developer community and large TAM.

Last updated: July 3, 2026

Bull (10%)+180%

IPO window opens and InfluxData capitalizes on category leadership, expanding its revenue multiple to 14x, implying a $2.14B exit. After 20% dilution, employee equity gains 180%.

Base (55%)+137%

Revenue grows to $153M with a multiple converging to 9x, roughly $1.38B exit. After 20% dilution, employees see approximately 137% upside.

Bear (35%)-38%

Multiple compresses to 4x and revenue underperforms, yielding a $612M exit. With 1x preference on $171M and 20% dilution, common stock loses 37.6% relative to entry valuation.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Funding Intensity

3200%

Preferred stock of $171M (32% of entry valuation) creates a 1x liquidation preference, significantly impacting common stock recovery in downside scenarios.

Dilution Risk

high

With the last round in Feb 2023 and no profitability, a dilutive financing within 24 months is likely, potentially reducing ownership by ~20%.

Secondary Liquidity

none

No secondary market activity reported; shares are illiquid until a liquidity event.

Questions to Ask at the Interview

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

  • 1

    How does InfluxData defend against cloud providers like AWS Timestream and Azure Time Series Insights?

  • 2

    What is the conversion rate from open-source users to paying customers?

  • 3

    Given the last round was over 3 years ago, what is your expected timeline to liquidity and what catalysts could accelerate it?

Community

Valuation Sentiment

Our model estimates +80% 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.