Rabbet
+74%
est. 2Y upside i
Bringing efficiency, accuracy and transparency to construction finance
Rank
#660
Sector
Fintech, Construction Technology
Est. Liquidity
~4Y
Data Quality
Data: MediumRabbet offers a moderate expected upside of ~74% over 2 years, but with significant risks due to stale valuation, high preference overhang, and slow growth.
Last updated: July 19, 2026
If Rabbet achieves category leadership or IPO window opens, exit multiple expands to 8x forward revenue, yielding ~$48.8M exit. After 20% dilution haircut, upside ~185%.
Revenues grow to ~$6.1M by 2028, exit at 5x multiple (~$30.5M). Dilution reduces return to ~71%.
Multiple contracts to 3x, exit ~$18.3M. After dilution, a small loss. Preference stack adds risk if exit falls below $9.9M.
Preference Stack Risk
severeFunding Intensity
62%Total preferred liquidation preference $9.9M represents 62% of current $16M valuation, severely diluting common stock value.
Dilution Risk
highCompany has not raised since 2019; likely needs capital, which would dilute existing shareholders.
Secondary Liquidity
noneNo secondary transactions reported; shares are illiquid.
Questions to Ask at the Interview
Strategic questions based on Rabbet's data — designed to show you've done your homework.
- 1
“How does Rabbet plan to differentiate from Built Technologies given its head start?”
- 2
“What is the unit economics and path to profitability?”
- 3
“What is the current cap table and strike price for grants?”
Community
Valuation Sentiment
Our model estimates +74% 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.