-61%

est. 2Y upside i

Series A

Cloud pre-factory logistics and procurement for electronics

Rank

#550

Sector

Supply Chain Software, Electronics Manufacturing

Est. Liquidity

~5Y

Data Quality

Data: High

Cofactr presents a strong upside opportunity, driven by its specialized end-to-end platform for electronics manufacturing supply chains and recent strategic AI acquisitions.

Last updated: March 10, 2026

Bull (30%)+350%

Cofactr successfully leverages its AI-powered platform and specialized focus on high-compliance industries (aerospace, defense, medtech) to rapidly gain market share, displacing legacy systems and outmaneuvering broader competitors. Strategic acquisitions like Factor.io and CogBase accelerate product development and customer acquisition, pushing revenue to over $100M by 2028 and justifying a $360M+ valuation at a premium multiple.

Base (35%)+100%

Cofactr continues its steady growth within its niche, maintaining its competitive differentiation through its end-to-end solution and strong customer relationships. It achieves moderate market penetration, growing revenue to approximately $50M by 2028 and reaching a $160M+ valuation, representing a solid return for early investors and employees.

Bear (35%)-80%

Dominant incumbents like SAP Ariba or GEP SMART expand their offerings with specialized modules or acquire a direct competitor, eroding Cofactr's market position. Alternatively, slower-than-expected adoption or increased commoditization of supply chain software leads to stalled growth, forcing a down round or a low-value acquisition at around $16M, wiping out most common stock value due to the significant liquidation preferences.

Est. time to liquidity~5.0 years

Preference Stack Risk

severe

Funding Intensity

36%

Investors hold approximately $28.8M in liquidation preferences, which would be paid out before common shareholders in an exit.

Dilution Risk

high

As a Series A company with two recent acquisitions, further funding rounds are highly probable, leading to additional dilution for common shareholders.

Secondary Liquidity

none

No active secondary market or tender offers are publicly known for Cofactr at this early stage.

Other — 1 role

View all 1 open roles at Cofactr →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “How is Cofactr planning to maintain its differentiation and competitive edge against broader procurement platforms like SAP Ariba and GEP SMART, especially if they decide to build out more specialized electronics BOM features or acquire niche players?”

  • 2

    “With current revenue around $11M and two recent acquisitions, what are the key strategies for scaling customer acquisition and expanding beyond the initial high-compliance niche, and what does the path to $50M+ ARR look like over the next 2-3 years?”

  • 3

    “Given the Series A funding, the recent acquisitions, and the significant liquidation preference stack, what is the company's long-term vision for a liquidity event, and how do you foresee future funding rounds impacting employee equity and the timeline for a potential exit?”

Community

Valuation Sentiment

Our model estimates -61% 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.