Diligence memo · auto-generated · as of July 2, 2026
Tellurian Inc. /De/
Tellurian Inc. /De/ looks over-valued against its niche peers and is at-risk on financing cadence.
Businessfiled
Tellurian Inc. /De/ operates in Other Energy, based in HOUSTON.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Tellurian Inc. /De/ has raised $299M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Series D+ (a $100M–$400M round).
Largest single filing: $299M on 2023-08-15.
Most recent recorded round closed around 2023-08-15.
Valuation (modeled)modeled
Provath models Tellurian Inc. /De/ at approximately $2.7B (range $1.6B–$4.1B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Over-valued. Modeled value is 1.52× the median modeled value of Series D+ Other Energy companies in 2022–2024 (10 peers) — value vs value, same stage and era.
Financing rhythm & timingmixed
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.
Comparablesmixed
Capital scale ranks ahead of 98% of Other Energy peers (2049 compared).
Modeled value ranks above 99% of those peers.
Closest niche peers: Livent Corp., Nexamp, Inc., EnerVenue Holdings, Ltd., Maxeon Solar Technologies, Ltd., Atlas Energy Solutions Inc..
Peoplefiled
12 named people on file across officers, directors and signatories.
Risks & flagsmixed
Overdue for a raise versus sector norm — distress or bridge risk.
Modeled above niche peers — valuation risk on entry.
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.