+29%

est. 2Y upside i

Vertical SaaSSeries A

Amazon-like logistics for e-commerce companies in Latam

Rank

#1402

Sector

Logistics, E-commerce Logistics, Supply Chain Tech

Est. Liquidity

~4Y

Data Quality

Data: Low

The equity offers moderate potential upside (~29% expected) but with high risk from market competition and dilution.

Last updated: July 19, 2026

Bull (10%)+100%

If clicOH achieves category leadership in LatAm e-commerce logistics and an IPO window opens, a 4x revenue multiple yields $357M exit, netting ~100% upside after 20% dilution.

Base (55%)+50%

With gradual multiple compression to 3x and projected revenue of $89M, exit at $268M yields ~50% upside after 20% dilution, aligning with public comps.

Bear (35%)-25%

If Mercado Libre's logistics network intensifies competition, multiples compress to 1.5x, resulting in $134M exit and -25% return after dilution.

Est. time to liquidity~4.0 years

Preference Stack Risk

high

Funding Intensity

58%

Over $33M in preferred stock equals 23% of estimated valuation, meaning common stock faces significant dilution before any distribution.

Dilution Risk

high

With $33M total funding and no recent round, the company likely needs a Series B, potentially diluting existing shareholders by 15-25%.

Secondary Liquidity

none

No secondary trading activity reported for clicOH.

Questions to Ask at the Interview

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

  • 1

    “How do you plan to compete with Mercado Libre's logistics vertical integration?”

  • 2

    “What is the unit economics per package and how does it scale with volume?”

  • 3

    “What is the expected timeline to liquidity and how does the company view employee equity?”

Community

Valuation Sentiment

Our model estimates +29% 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.