+4%

est. 2Y upside i

Series A

The automated solution for complex freight transactions.

Rank

#1961

Sector

Supply Chain Software

Est. Liquidity

~5Y

Data Quality

Data: Low

Given stale valuation and missing growth data, the expected equity upside is minimal (~4%) with high risk of total loss due to preference stack.

Last updated: July 19, 2026

Bull (15%)+150%

If BlueCargo captures significant market share and achieves $40M ARR by 2028, a 8x multiple yields $320M valuation, a 480% return; but capped at 150% due to stage and data limitations.

Base (40%)+85%

With moderate growth to $17M ARR and a 6x multiple, exit valuation of ~$102M yields 85% upside before dilution; net 65% after 20% dilution.

Bear (45%)-100%

If revenue stagnates or growth disappoints, exit below the $15M preference stack leaves common stock worthless, a -100% return.

Est. time to liquidity~5.0 years

Preference Stack Risk

high

Funding Intensity

27%

Total funding of $15M represents 27% of assumed entry valuation ($55M), meaning preferred stack could absorb a significant portion of exit proceeds.

Dilution Risk

high

With no current runway data but stale funding, a further raise within 24 months is likely, diluting common holders by ~20%.

Secondary Liquidity

none

No secondary market activity reported; illiquid until exit.

Questions to Ask at the Interview

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

  • 1

    “How will BlueCargo sustain growth against ERP incumbents like Oracle NetSuite?”

  • 2

    “What is the unit economics (e.g., LTV/CAC) and expansion revenue from existing customers?”

  • 3

    “What is the expected timeline to liquidity, and are there any secondary share programs for employees?”

Community

Valuation Sentiment

Our model estimates +4% upside. What do you think?

Anonymous. Do not share material non-public information.

Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.