Bellhops
-47%
est. 2Y upside i
Bellhops is a full-service moving company that can be booked online with $0 down.
Rank
#3226
Sector
Logistics
Est. Liquidity
~3Y
Data Quality
Data: LowThe equity presents severe downside risk: preference stack consumes 74% of valuation, leaving common stock with minimal upside even in bull case.
Last updated: July 3, 2026
Exit at 2.5x multiple on $86.6M revenue yields $216.6M valuation. Net of 20% dilution, common upside is 20%. Requires IPO window or category leadership, unlikely given CEO departure.
Exit at 2.0x multiple on $86.6M revenue yields $173.3M valuation. After 20% dilution, common returns -8%. Multiple converges to public comp range but growth remains sluggish.
Exit below $115M preference stack at 1.0x multiple yields $86.6M, wiping out common stock. Preference overhang of $115M ensures zero recovery.
Preference Stack Risk
severeFunding Intensity
15330%$115M in preferred stock vs $154.78M valuation leaves only ~$40M for common; any exit below $115M wipes out common.
Dilution Risk
highLow valuation and negative momentum may force a dilutive down round, reducing common ownership further.
Secondary Liquidity
noneNo active secondary market for employees; company is private with no IPO signals.
Questions to Ask at the Interview
Strategic questions based on Bellhops's data — designed to show you've done your homework.
- 1
“How would you defend the marketplace against incumbents like United Van Lines and TaskRabbit?”
- 2
“What is the long-term sustainable take rate for the platform?”
- 3
“Given the risk of zero recovery, what equity structure and liquidity timeline would you ask for?”
Community
Valuation Sentiment
Our model estimates -47% 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.