Diligence memo · auto-generated · as of July 2, 2026
Allbirds, Inc.
Allbirds, Inc. looks over-valued against its niche peers and is dormant on financing cadence.
Businessfiled
Allbirds, Inc. operates in Retailing, based in SAN FRANCISCO.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Allbirds, Inc. has raised $201M in disclosed capital across 6 recorded rounds, aggregated from public filings. Its latest round is modeled as Series C (a $40M–$100M round).
Largest single filing: $99M on 2020-09-22.
Most recent recorded round closed around 2020-09-22.
Valuation (modeled)modeled
Provath models Allbirds, Inc. at approximately $569M (range $343M–$1.5B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Over-valued. Modeled value is 1.98× the median modeled value of Series C Retailing companies in 2019–2021 (10 peers) — value vs value, same stage and era.
Financing rhythm & timingmixed
Historic cadence: a new round about every 12 months.
Last raise 5.8 yr ago; this sector typically re-raises about every 13 months.
Silent for over 3× the sector's normal cadence.
The last round stepped up 3.9× from the prior — scaling.
Comparablesmixed
Capital scale ranks ahead of 99% of Retailing peers (2347 compared).
Modeled value ranks above 98% of those peers.
Closest niche peers: Coola Llc, Buyk Corp., Baby List, Inc., Tamara Mellon Brand, Inc., Glozal, Inc..
Peoplefiled
6 named people on file across officers, directors and signatories.
Risks & flagsmixed
Financing has been silent well beyond sector cadence — possibly defunct, acquired, or paused.
Modeled above niche peers — valuation risk on entry.
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.