Curbside Rakuten

-49%

est. 2Y upside i

E-CommerceSeries B

Rank

#3253

Sector

Mobile Commerce

Est. Liquidity

~2Y

Data Quality

Data: Low

Equity upside looks negative over 2 years due to high current valuation relative to public comps and significant preference overhang.

Last updated: July 3, 2026

Bull (10%)+48%

Revenue reaches $19.1M, exit multiple holds at 9x due to IPO hopes and category leadership, yielding 48% upside from $116M entry.

Base (55%)-34%

Revenue grows to $19.1M, multiple compresses to 4x (in line with public comps), exit value $76.4M, 34% downside.

Bear (35%)-100%

Revenue underperforms at $15M, multiple compresses to 2x, exit value $30M below $34.5M preference, common stock worth zero.

Est. time to liquidity~2.0 years

Preference Stack Risk

high

Funding Intensity

2970%

Total funding $34.5M vs $116M valuation gives 29.7% preference overhang; in a downside exit, common stockholders recover little.

Dilution Risk

low

Series B funding of $25M likely provides 2+ years runway, so no near-term dilutive raise expected.

Secondary Liquidity

none

No secondary market data; valuation based solely on last funding round.

Other — 27 roles

Last updated: May 18, 2026

Questions to Ask at the Interview

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

1
“How does Curbside's product roadmap address the threat from Toast and Olo?”
2
“What is the current ARR and gross margin, and what do you expect in 2 years?”
3
“What is the current option strike price and total shares outstanding, and are there any secondary sale opportunities?”

Our model estimates -49% upside. What do you think?

Anonymous. Do not share material non-public information.

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