+36%

est. 2Y upside i

Series D+

Rank

#2278

Sector

Addiction Treatment

Est. Liquidity

~3Y

Data Quality

Data: Medium

Groups Recover Together presents a moderate upside opportunity for a job seeker.

Last updated: March 10, 2026

Bull (25%)+100%

Groups expands its value-based care model into new states and payer partnerships, leveraging its industry-leading outcomes and digital platform. This drives revenue to $350M+ by 2028, justifying a $1.8B+ valuation at 5x revenue, as the company solidifies its position as a dominant player in opioid addiction treatment.

Base (55%)+35%

Groups continues its steady growth, maintaining its market share in existing regions and expanding cautiously. It successfully navigates regulatory changes and competitive pressures, reaching ~$235M in revenue by 2028 and achieving a $1.215B valuation, reflecting continued execution in a growing but challenging market.

Bear (20%)-40%

Increased competition from larger healthcare systems or well-funded digital health companies, coupled with potential Medicaid funding constrictions, slows Groups' growth significantly. Revenue stalls around $180M, leading to a down round or acquisition at a $540M valuation, resulting in a substantial loss of common stock value.

Est. time to liquidity~3.0 years

Preference Stack Risk

moderate

Total funding of $95M on an estimated current valuation of $900M results in a funding intensity of approximately 10.55%, indicating a moderate preference stack ahead of common shareholders.

Dilution Risk

moderate

As a late-stage company, some additional dilution from future funding rounds or option pool expansion is possible before a liquidity event.

Secondary Liquidity

limited

While private market platforms like Nasdaq Private Market may facilitate trading for accredited investors, active secondary liquidity for employees is not publicly evident.

View all 3 open roles at Groups →

Last updated: February 17, 2026

Questions to Ask at the Interview

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

  • 1

    “Given the potential for Medicaid constriction mentioned by your CEO, Cooper Zelnick, how is Groups preparing to ensure continued access to care and maintain its growth trajectory in the coming years?”

  • 2

    “Groups has demonstrated significant success with value-based care contracts. What are the biggest challenges and opportunities in expanding these contracts with new health plans and public agencies, especially in new geographic markets?”

  • 3

    “With a Mezzanine round in 2023, how is the company thinking about the timeline and potential pathways for a liquidity event (e.g., IPO or acquisition) for employees holding equity?”

Community

Valuation Sentiment

Our model estimates +36% 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.