+35%

est. 2Y upside i

HealthcareSeries B

Rank

#1251

Sector

Healthtech

Est. Liquidity

~4Y

Data Quality

Data: Low

Equity upside is highly uncertain due to missing valuation and revenue data.

Last updated: July 19, 2026

Bull (20%)+120%

If Allara achieves category leadership in women's hormonal health and IPO window opens, multiple could expand to 8x forward revenue. Projected revenue of $52M yields exit value of $416M, net of 20% dilution, providing ~120% upside from $100M entry.

Base (55%)+30%

Multiple converges to 5x forward revenue (midpoint of comp range). Exit value of $260M, net of dilution, yields 30% upside. Growth moderates but Allara expands insurance partnerships.

Bear (25%)-100%

If incumbents like Ro or Tia expand into hormonal care, multiple compresses to 2x. Exit value of $104M below total funding $38.5M; preference stack triggers, common stock returns -100%.

Est. time to liquidity~4.0 years

Preference Stack Risk

moderate

Funding Intensity

3850%

Total funding of $38.5M vs. assumed valuation of $100M gives a 38.5% preference stack, which is moderate but could wipe out common in a down round.

Dilution Risk

high

With $26M Series B just closed, further capital likely needed within 2 years given high burn rate; assumed 20% dilution for next round.

Secondary Liquidity

none

No secondary market activity detected; employees likely have no liquidity path until IPO or acquisition, likely 4+ years out.

Questions to Ask at the Interview

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

  • 1

    “How does Allara plan to achieve profitability given the high cost of acquiring patients and the low average revenue per user from insurance-based models?”

  • 2

    “What is the current revenue run rate and patient growth trajectory, and how does the 300% YoY growth rate break down between existing and new markets?”

  • 3

    “Given the lack of public valuation data, what is the latest 409A valuation or share price, and what are the liquidity expectations for employees (secondary markets, IPO timeline)?”

Community

Valuation Sentiment

Our model estimates +35% 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.