-0%

est. 2Y upside i

DevOps & InfraAI & MLSeries B

Rank

#2296

Sector

Cloud Databases, Real-time Analytics, Developer Tools, AI Infrastructure

Est. Liquidity

~0Y

Data Quality

Data: Low

Rockset has been acquired by OpenAI for an estimated $500M.

Last updated: July 21, 2026

Bull (10%)+1%

OpenAI's valuation grows, converting Rockset equity into higher value OpenAI shares. Potential 100% upside if OpenAI doubles in value.

Base (45%)0%

Acquisition closes at $500M, equity cashed out at par value. No upside beyond the current valuation.

Bear (45%)-1%

Acquisition fails or equity is cancelled due to integration issues, common stock becomes worthless.

Est. time to liquidity~0.0 years

Preference Stack Risk

moderate

Funding Intensity

21%

Total funding $106M on $500M valuation (21.2% ratio), moderate preference risk. Bear case triggers full preference if exit value falls, but acquisition currently covers it.

Dilution Risk

low

No further dilution expected as the company is acquired and no additional fundraising is planned.

Secondary Liquidity

none

No secondary market exists; equity is settled via acquisition (cash or OpenAI stock).

Questions to Ask at the Interview

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

  • 1

    “How will OpenAI integrate Rockset's technology and what is the timeline?”

  • 2

    “What is the business model for Rockset's product post-acquisition?”

  • 3

    “What is the liquidity mechanism for my equity: cashed out or converted to OpenAI shares?”

Community

Valuation Sentiment

Our model estimates -0% 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.