Companies · Other Energy

Tellurian Inc. /De/

HOUSTON · Other Energy

Diligence memoA one-page analyst read on Tellurian Inc. /De/ — recommendation, valuation, rhythm, risks.→
$299.4M
Total raised · real
1
Rounds
—
Latest step-up
Top 3%
Sector rank · raised
Series D+
Latest stage · inferred · Tue Aug 15 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Tellurian Inc. /De/ looks over-valued against its niche peers and is at-risk on financing cadence.

Synthesized from the figures below est. — every claim rests on a number shown on this page. Valuation uses the energy sector profile.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Over-valued
  • Modeled value is 1.52× the median modeled value of Series D+ Other Energy companies in 2022–2024 (10 peers) — value vs value, same stage and era.
At-risk
  • Last raise 2.9 yr ago; this sector typically re-raises about every 12 months.
  • Past due for a raise versus sector cadence — watch for distress or a bridge.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Other Energy

Tellurian Inc. /De/ is one of 2049 Other Energy companies tracked from HOUSTON. By capital raised it ranks among the largest (ahead of 98% of sector peers), and among the largest by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

As reported in public records reported — not modeled.

US
Jurisdiction
Rule 506(b)
Reg D exemption
1
Investors (latest)
2023-08-15
First sale
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$1.3B$2.5B$3.8B$5.0BSeries D+ · 2023-08-15 Raised $299M (real) Modeled valuation $2.7B (est)$299M$2.7BSeries D+2023

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Series D+$299.4M · 2023

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed, Series A, Series B, Series C — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 17%.

Modeled valuation trajectory
$2.7B
Base estimate est.
$1.6B
Conservative case
$4.1B
Upside case
$2.5B
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series D+ — a $100M–$400M round). Valuation is modeled from stage benchmarks scaled by the energy sector profile. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Model inputs · modeled:benchmark-stage-stepup-v1
12%
Dilution assumption
Implied ownership sold in the financing.
81%
Survival probability
65% low · 89% high
1.10×/yr
Annual markup
1.24×/yr upside case
2.9 yr
Elapsed time used
2.9 yr actual, capped for stale marks
energy
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
—
Avg between rounds
—
Capital velocity
3.1 yr
On record since
2023
First round
1
Rounds on file
How it compares to the market

Benchmarked against 2049 companies in Other Energy. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages)▲ 87× above median
This company$299.4M
Sector median$3.4M
Latest round — vs other Series D+ rounds in sector (real $, this stage)▲ 2.8× above median
This company$299.4M
Sector median$105.3M
Modeled value — vs sector median (estimate, all stages)▲ 157× above median
This company$2.7B
Sector median$17.0M

Raised more than 98% of sector peers (real $). Modeled value above 99% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series D+) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful. This company ranks #4 of 10.

This companyCohort peer
$100.0M$1.0B$10.0B$100.0M$1.0BCapital raised (log)Livent Corp. · Series D+ Raised $375.1M · modeled $3.7B (est)Nexamp, Inc. · Series D+ Raised $600.4M · modeled $3.1B (est)EnerVenue Holdings, Ltd. · Series D+ Raised $445.3M · modeled $2.7B (est)Maxeon Solar Technologies, Ltd. · Series D+ Raised $207.0M · modeled $2.0B (est)Atlas Energy Solutions Inc. · Series D+ Raised $175.0M · modeled $1.5B (est)Atom Power, Inc. · Series D+ Raised $132.0M · modeled $1.1B (est)Zap Energy, Inc. · Series D+ Raised $319.0M · modeled $1.1B (est)Koloma, Inc. · Series D+ Raised $394.5M · modeled $421.6M (est)Arcadia Power, Inc. · Series D+ Raised $557.5M · modeled $384.3M (est)Tellurian Inc. /De/ (this company) Raised $299.4M · modeled $2.7B (est)Tellurian Inc. /De/
CompanyStageRaised · realValue · estvs peer med.
Livent Corp.Series D+$375.1M$3.7B2.14×
Nexamp, Inc.Series D+$600.4M$3.1B1.77×
EnerVenue Holdings, Ltd.Series D+$445.3M$2.7B1.54×
Tellurian Inc. /De/ this companySeries D+$299.4M$2.7B1.52×
Maxeon Solar Technologies, Ltd.Series D+$207.0M$2.0B1.16×
Atlas Energy Solutions Inc.Series D+$175.0M$1.5B0.84×
Atom Power, Inc.Series D+$132.0M$1.1B0.62×
Zap Energy, Inc.Series D+$319.0M$1.1B0.60×
Koloma, Inc.Series D+$394.5M$421.6M0.24×
Arcadia Power, Inc.Series D+$557.5M$384.3M0.22×
Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Series D+$299.4M2023-08-15$2.5B$2.7B90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Series D+$299.4M2023-08-15
    • First recorded raise — entered as Series D+.
    • 1 investor on this round.
Intelligence
—
Modeled next raise
$479.0M
Modeled next size est.range $311.4M–$766.4M
—
Last step-up
—
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
Brooke A. Peterson——2023-08
Charif Souki——2023-08
Daniel A. Belhumeur——2023-08
Diana P. Derycz-Kessler——2023-08
Dillon J. Ferguson——2023-08
Don A. Turkleson——2023-08
Jean P. Abiteboul——2023-08
Jonathan S. Gross——2023-08
Khaled A. Sharafeldin——2023-08
Martin J. Houston——2023-08
Octavio M.C. Simoes——2023-08
Simon G. Oxley——2023-08
Registry & provenance

Tellurian Inc. /De/ is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
61398
SEC CIK
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
Texas Eastern Transmission LpOther EnergySeries D+$300.0M$3.5Bsame sector · same stage
Sion Power CorpOther EnergySeries D+$310.3M$2.5Bsame sector · same stage
POET Grain, LLCOther EnergySeries D+$284.0M$1.7Bsame sector · same stage
Zap Energy, Inc.Other EnergySeries D+$319.0M$1.1Bsame sector · same stage
Houston American Energy CorpOther EnergySeries D+$331.0M$2.5Bsame sector · same stage
Vantage Energy II, LLCOther EnergySeries D+$347.3M$3.5Bsame sector · same stage
Renewable Energy Trust Capital, Inc.Other EnergySeries D+$256.8M$1.8Bsame sector · same stage
Ample, Inc.Other EnergySeries D+$255.3M$317.8Msame sector · same stage
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
Energy Domain, LLCOther EnergySeries A$15.7M84%
Actual Energy Inc.Other EnergySeed$8.1M83%
OneEnergy Development, LLCOther EnergyPre-Seed$3.2M83%
Palladium Energy Development LLCOther EnergySeed$24.6M82%
Source Energy CoOther EnergySeed$15.5M82%
Stored Energy, Inc.Other EnergyPre-Seed$3.3M82%
IsoEnergy Ltd.Other EnergySeries A$26.8M82%
X-Energy Management, LLCOther EnergySeries B$100.3M82%
Frequently asked
How much funding has Tellurian Inc. /De/ raised?
Tellurian Inc. /De/ has raised approximately $299.4M in disclosed capital across 1 recorded financing round, aggregated from public filings.
What is Tellurian Inc. /De/'s estimated valuation?
Provath's modeled valuation for Tellurian Inc. /De/ is approximately $2.7B (modeled range $1.6B–$4.1B). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Tellurian Inc. /De/ at?
Tellurian Inc. /De/'s latest modeled financing stage is Series D+. Its most recent recorded round closed around Tue Aug 15.
What does Tellurian Inc. /De/ do and where is it based?
Tellurian Inc. /De/ operates in the Other Energy sector, based in HOUSTON.
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