-48%

est. 2Y upside i

HealthcareSeries A

Rank

#3226

Sector

Healthcare IT

Est. Liquidity

~2Y

Data Quality

Data: Low

The equity analysis suggests limited upside potential given the high current valuation and missing growth data.

Last updated: July 19, 2026

Bull (15%)0%

Existing acquisition by PointClickCare provides a floor at current valuation; upside limited to potential synergies, but no significant growth catalyst expected within 2 years.

Base (60%)-50%

Multiple compression to ~5x revenue results in 50% downside from current valuation; comparable public multiples suggest lower valuation for similar healthcare IT firms.

Bear (25%)-80%

Multiple compression to lower-end comps (~2x) yields 80% downside; competitive pressure from EHR incumbents and slow adoption of care coordination platforms.

Est. time to liquidity~2.0 years

Preference Stack Risk

moderate

Funding Intensity

7%

Total funding of $47.5M represents 7.3% of current valuation, leading to moderate preference stack risk.

Dilution Risk

low

No additional funding expected in near term given acquisition.

Secondary Liquidity

active

Acquisition by PointClickCare provides immediate liquidity event; employees may have ability to sell shares.

Questions to Ask at the Interview

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

  • 1

    “How does Collective Medical's network effect protect against EHR incumbents?”

  • 2

    “What is the revenue growth trajectory and profitability outlook?”

  • 3

    “Given the acquisition, what is the integration plan and how does it affect equity value?”

Community

Valuation Sentiment

Our model estimates -48% 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.