+13%

est. 2Y upside i

Series B

At Lyric, we empower supply chain organizations to innovate on their own terms. The Lyric Studio harmonizes large data, advanced supply chain science, configurable workflows, and professional-grade apps all in one place. Whether using a Ready App, no-code configurations, or custom algorithms, we enable every team member to contribute to smarter, more sustainable supply chain solutions.

Rank

#1779

Sector

Supply Chain Tech

Est. Liquidity

~3Y

Data Quality

Data: Medium

Lyric's equity offers limited upside potential with a 13% expected return over 2 years, but high risk of total loss due to low growth, high preference stack, and strong incumbents.

Last updated: July 3, 2026

Bull (10%)+164%

AI supply chain leadership and IPO window drive expansion to 8x revenue multiple, with exit at $259M. After 20% dilution, common stock upside is 164%.

Base (45%)+93%

Exit multiple converges to 6x, inline with public supply chain comps, yielding $195M exit. After 20% dilution, upside is 93%.

Bear (45%)-100%

Exit multiple compresses to 2x, exit value $65M falls below $67M preference stack, leaving common stock worthless.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Funding Intensity

74%

Total funding $67M represents 73% of current $91.2M valuation, leaving minimal margin for common stock in a downside scenario.

Dilution Risk

high

Given likely cash burn and only 11 months since last raise, another dilutive round within 24 months is probable, estimated 20% dilution.

Secondary Liquidity

none

No secondary market activity indicated; no liquidity before IPO or acquisition.

Customer Success / Professional Services — 3 roles

Product — 2 roles

Data Science — 1 role

Operations — 1 role

People — 1 role

View all 34 open roles at Lyric →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Lyric plan to accelerate its 5% growth rate to justify its valuation?”

  • 2

    “What is the path to profitability given the high preference stack?”

  • 3

    “What is the expected liquidity timeline and do you have secondary sale options?”

Community

Valuation Sentiment

Our model estimates +13% 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.