-42%

est. 2Y upside i

Climate TechSeries A

Terradot accelerates natural carbon removal using crushed silicate rocks to capture CO₂ and improve soil health and was founded within within Stanford's Soil & Environmental Biogeochemistry Lab in 2022.

Rank

#162

Sector

Climate Tech

Est. Liquidity

~5Y

Data Quality

Data: Medium

Terradot presents a strong upside opportunity for a job seeker, driven by its leadership in the nascent but massive Enhanced Rock Weathering carbon removal market.

Last updated: March 10, 2026

Bull (40%)+350%

Terradot leverages its strengthened market position post-Eion acquisition and patented MRV technology to rapidly scale ERW deployments globally, exceeding 400,000+ tons in contracted carbon removal. This leads to significant revenue growth and a valuation of over $1.1 billion as the company becomes a dominant player in the nascent carbon removal market.

Base (30%)+100%

Terradot continues to execute on its existing contracts and expands its ERW operations steadily, navigating regulatory complexities and moderate competition. The company achieves consistent growth in carbon removal credits sold, reaching a valuation of approximately $500 million within the two-year horizon.

Bear (30%)-80%

Increased pricing pressure from buyers and slower-than-anticipated market adoption for ERW, coupled with evolving and stringent regulatory standards, hinder Terradot's ability to scale profitably. This results in a down round or a challenging funding environment, leading to a valuation of around $50 million and significant loss of common stock value.

Est. time to liquidity~5.0 years

Preference Stack Risk

high

Investors hold $58.2 million in liquidation preferences, representing 23.28% of the estimated $250 million post-Series A valuation.

Dilution Risk

high

As a Series A company, Terradot will likely require multiple additional funding rounds (Series B, C, etc.), which will lead to further dilution of common stock.

Secondary Liquidity

none

Given its early stage (Series A), there is currently no active secondary market or tender offers for Terradot's equity.

Questions to Ask at the Interview

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

  • 1

    With the recent acquisition of Eion and the consolidation trend in the carbon removal market, how is Terradot thinking about maintaining pricing power and avoiding commoditization as more players enter the space and buyers demand scale?

  • 2

    Terradot has secured significant contracts totaling over 400,000 tons of CO2 removal. What are the key operational and technological milestones the company needs to hit in the next 18-24 months to ensure efficient delivery on these contracts and further accelerate deployment in regions like Brazil?

  • 3

    Given the Series A funding and the high capital intensity of ERW, what is the anticipated timeline for future funding rounds, and how does the company plan to manage potential dilution for early employees as it scales towards a liquidity event?

Community

Valuation Sentiment

Our model estimates -42% 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.