-47%

est. 2Y upside i

DevOps & InfraSeries D+

Serverless MySQL database platform built on Vitess

Rank

#2674

Sector

Cloud Database / DBaaS

Est. Liquidity

~5Y

Data Quality

Data: Medium

PlanetScale carries meaningful risk: $1B on $15M ARR demands exceptional execution.

Last updated: March 20, 2026

Bull (20%)+200%

Postgres expansion lands enterprise, $80-100M ARR, acquired by hyperscaler.

Base (45%)+30%

$35-50M ARR, further dilutive rounds, IPO at compressed multiples.

Bear (35%)-60%

Hyperscaler bundling erodes market, ARR stagnates, down-round wipes common.

Est. time to liquidity~5.0 years
Adjusted for competitive dynamics: 8% (raw: -47%, adjustment: -25%)

Preference Stack Risk

high

Funding Intensity

19%

$185M preferences; flat $1B exit — 80% to common only if non-participating.

Dilution Risk

high

$80M Series D implies ongoing capital needs; more rounds likely.

Secondary Liquidity

none

ROFR restricts; 4-6 year illiquidity.

Other — 8 roles

View all 8 open roles at PlanetScale →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “ARR and NRR since free-tier shutdown?”

  • 2

    “Liquidation preference stack details?”

  • 3

    “Postgres product traction vs targets?”

Cluster Peers

Expected Upside

ClickHouse
-9%
PlanetScale
-47%
Supabase
-69%
CockroachDB
-69%

Community

Valuation Sentiment

Our model estimates -47% 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.