Curbside
-43%
est. 2Y upside i
Rank
#3617
Sector
Mobile Commerce
Est. Liquidity
~3Y
Data Quality
Data: LowGiven the stale 2015 valuation, lack of financial data, and high preference overhang of $34.5M (29.7% of entry valuation), the equity in Curbside is highly speculative with a negative expected return of -43% over 2 years.
Last updated: July 3, 2026
Moderate growth and eventual exit at 8x revenue yield 100% upside after dilution, driven by continued adoption of curbside pickup with major retailers.
Modest growth with multiple compression leads to -40% return after preference and dilution, as competition from big tech and POS platforms limits market share.
Failure to compete with incumbents results in exit below liquidation preference of $34.5M, rendering common stock worthless.
Preference Stack Risk
highFunding Intensity
30%Total funding of $34.5M represents 29.7% of the entry valuation, creating a high preference overhang that reduces common stock value in most scenarios.
Dilution Risk
highGiven the time since last funding, a new round is likely within 24 months, potentially diluting existing shareholders by ~20% or more.
Secondary Liquidity
noneNo secondary market data available; mark is stale.
Questions to Ask at the Interview
Strategic questions based on Curbside's data — designed to show you've done your homework.
- 1
“How has the company's revenue and ARR evolved since the 2015 Series B? What is the current growth rate?”
- 2
“What is the company's strategy to compete against Apple and Google's mapping integrations?”
- 3
“What is the expected timeline to liquidity, and is an IPO or acquisition being considered?”
Community
Valuation Sentiment
Our model estimates -43% 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.