+122%

est. 2Y upside i

ProductivitySeries B

Loop is logistics payments platform that helps companies reduce costs, monetize payables and control working capital across the supply chain.

Rank

#246

Sector

Business/Productivity Software

Est. Liquidity

~3Y

Data Quality

Data: Low

Loop offers compelling upside (122% probability-weighted) driven by 72% growth and a large TAM, but risks are elevated: the valuation is stale (2021 round), the preference overhang is severe (52% of valuation), and a dilutive round is likely.

Last updated: July 19, 2026

Bull (30%)+219%

IPO window opens or category leadership drives multiple expansion to 10x forward revenue, yielding 115.2M revenue in 24 months for a $1.15B market cap. Net of 20% dilution, upside is 218.9%.

Base (45%)+117%

Exit multiple converges to 7x, in line with public comps like MNDY/ASAN/TEAM. 24-month revenue of $115.2M implies $806M market cap, for 117.2% net upside after dilution.

Bear (25%)+16%

Growth slows, multiple compresses to 4x, still above preference stack. 24-month revenue of $115.2M yields $461M market cap, net 15.6% upside after 20% dilution.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Funding Intensity

52%

Total funding of $176M vs current valuation $340M creates a 51.8% preference overhang, meaning common stock faces significant dilution in exit scenarios below the preference amount.

Dilution Risk

high

With no recent funding round since Jan 2023 and high burn, a dilutive raise is probable within 2 years, estimated at 20% dilution.

Secondary Liquidity

none

No secondary market activity reported; liquidity events limited to IPO or acquisition.

Questions to Ask at the Interview

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

  • 1

    “How does Loop plan to diversify beyond the Shopify ecosystem to reduce platform concentration?”

  • 2

    “What is the unit economics of your exchange-first model and how does it compare to traditional returns?”

  • 3

    “Given the high burn rate, what is the timeline to profitability and how does that affect equity value for employees?”

Community

Valuation Sentiment

Our model estimates +122% 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.