Kayrros

+44%

est. 2Y upside i

Series C

Rank

#1116

Sector

Environmental Intelligence

Est. Liquidity

~0Y

Data Quality

Data: Low

The equity has modest upside potential (~44% expected) over 2 years, but the recent acquisition creates immediate liquidity and reduces uncertainty.

Last updated: July 19, 2026

Bull (10%)+70%

Acquirer's stock appreciates strongly; multiple holds at 15x. Gross equity value $500M (+100%), net after 15% dilution +70%.

Base (60%)+63%

Acquirer performs in line; multiple settles at 10x. Gross equity value $480M (+92%), net after dilution +63.2%.

Bear (30%)-2%

Acquisition fails to deliver synergies; multiple compresses to 6x. Gross equity value $288M (+15%), net after dilution –2.25%.

Est. time to liquidity~0.0 years

Preference Stack Risk

high

Funding Intensity

3360%

Total funding $84M represents 33.6% of estimated $250M valuation, creating significant overhang.

Dilution Risk

low

No additional funding likely post-acquisition; only option pool dilution of ~15%.

Secondary Liquidity

none

No secondary market exists; acquisition provides immediate liquidity.

Questions to Ask at the Interview

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

1
“How does Kayrros maintain its data advantage as satellite data becomes more commoditized?”
2
“What drives subscription renewals and expansion?”
3
“Given the recent acquisition, what is the long-term equity upside if you are paid in acquirer stock?”

Our model estimates +44% upside. What do you think?

Anonymous. Do not share material non-public information.

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.