+8%

est. 2Y upside i

CybersecuritySeries D+

Rank

#1876

Sector

Physical Security

Est. Liquidity

~3Y

Data Quality

Data: High

Verkada offers moderate upside potential (~8% expected 2-year return) but with meaningful downside risk.

Last updated: July 19, 2026

Bull (20%)+41%

Verkada sustains 30%+ growth with AI platform leadership, exiting at 6.5x revenue ($9.3B) due to IPO window and category dominance. Net of 20% dilution, employee equity appreciates 40.5%.

Base (55%)+16%

Growth slows to ~17% by year 2, exit multiple converges to 5.5x ($7.9B). Dilution erodes 20% of gains, yielding 15.8% net upside.

Bear (25%)-34%

Competition and data breach concerns compress multiple to 3.5x ($5.0B). Preference stack is not triggered, but dilution leads to a 33.6% loss on common equity.

Est. time to liquidity~3.0 years

Preference Stack Risk

moderate

Funding Intensity

1300%

Total preferred funding of $757M represents 13% of current valuation, implying moderate preference overhang.

Dilution Risk

moderate

Recent raises ($100M in Dec 2025, $41.2M in Jul 2026) suggest ongoing dilution; future rounds likely within 2 years.

Secondary Liquidity

none

No secondary market data available; liquidity likely tied to IPO or acquisition.

Other — 315 roles

View all 315 open roles at Verkada →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Verkada differentiate its AI offerings from incumbents like Genetec and Avigilon?”

  • 2

    “What is the company's path to profitability and how does the subscription model support margins?”

  • 3

    “How does Verkada think about secondary liquidity for employees given the long private timeline?”

Community

Valuation Sentiment

Our model estimates +8% 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.