-53%

est. 2Y upside i

Series B

Helps restaurants take online orders directly from customers

Rank

#3707

Sector

FoodTech

Est. Liquidity

~3Y

Data Quality

Data: Low

Justo's equity offers high risk with a negative expected upside of -53% over 2 years, driven by severe preference overhang, recent operational contraction, and strong incumbent threats.

Last updated: July 3, 2026

Bull (10%)+40%

Market share gains in Chile and AI differentiation sustain valuation at 9x revenue; projected $8M revenue yields $72M exit, 40% upside after 20% dilution.

Base (55%)-40%

Multiple compresses to 6x as growth slows; revenue $6M yields $36M exit, -40% upside after dilution and preference.

Bear (35%)-100%

Incumbent pressure and failed consolidation drive exit below $16.8M preference; common stock worth zero, -100% downside.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Funding Intensity

3700%

Total preferred stock of $16.77M represents 37% of estimated $45M entry valuation, creating a high liquidation preference.

Dilution Risk

high

With no disclosed growth path and recent contraction, a dilutive raise within 24 months is likely, estimated 20% dilution.

Secondary Liquidity

none

No secondary market activity detected; equity is illiquid.

Questions to Ask at the Interview

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

  • 1

    “What is the average revenue per customer and customer churn rate?”

  • 2

    “How does Justo plan to regain growth after leaving three countries?”

  • 3

    “What is the current burn rate and how long until the next financing round?”

Community

Valuation Sentiment

Our model estimates -53% 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.