One Degree
-57%
est. 2Y upside i
One Degree is a nonprofit organization that makes it easy for…
Rank
#1111
Sector
Social Services Technology
Est. Liquidity
~4Y
Data Quality
Data: MediumOne Degree operates in a growing social services technology market with a strong non-profit mission and moderate competitive moat.
Last updated: March 10, 2026
Successful integration of generative AI from the Google.org accelerator and expansion of digital public infrastructure like Stay Housed Bay Area drives significant adoption, pushing revenue to $12M+ by 2028 and justifying a $60M+ valuation (3x current estimate) through a mission-aligned acquisition.
One Degree maintains its position as a key provider of social services technology, securing consistent grant funding and expanding existing government contracts. Revenue grows steadily to ~$6M by 2028, leading to a $30M valuation (1.5x current estimate) in a modest acquisition or continued operation as a stable non-profit.
Increased competition from well-funded commercial entities and challenges in securing new government contracts, potentially exacerbated by broader issues in California's health tech strategy, limit growth. Revenue stagnates at ~$4M, leading to a down round or limited exit at a $5M valuation, wiping out most common stock value due to the $4M liquidation preference.
Preference Stack Risk
highBased on an estimated current valuation of $20M and total funding of $4M, investors hold $4M in liquidation preferences. Common shareholders would only receive proceeds after this $4M is paid out.
Dilution Risk
moderateAs an early-stage company with relatively low total funding, future funding rounds are likely, which will lead to further dilution of existing equity holders.
Secondary Liquidity
noneGiven the company's size, stage, and non-profit structure, there are currently no active secondary markets or tender offers for employee equity.
Questions to Ask at the Interview
Strategic questions based on One Degree's data — designed to show you've done your homework.
- 1
“How does One Degree plan to balance its non-profit mission and reliance on grants with the need for sustainable revenue growth from its technology solutions and contracts, especially given the competitive landscape with for-profit entities like Healthify and Aunt Bertha?”
- 2
“The recent involvement with Google.org's Generative AI Accelerator is exciting. How do you envision AI transforming the user experience and impact of One Degree's platform in the next 2-3 years, and what are the key challenges in implementing this?”
- 3
“Given the company's stage and non-profit structure, what is the long-term vision for employee equity and potential liquidity events, and how does the company communicate the value of equity to employees?”
Community
Valuation Sentiment
Our model estimates -57% upside. What do you think?
Anonymous. Do not share material non-public information.
Community Discussion
Comments are reviewed before they appear publicly.
Loading comments...
Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.