-27%

est. 2Y upside i

RoboticsAI & MLVertical SaaSSeries C

Resilient, modular, reconfigurable, no-integration-code automated material flow and storage system enabled by robotics and AI. Founded by former Tesla engineering leaders.

Rank

#2894

Sector

Industrial Robotics, AI, Logistics Automation

Est. Liquidity

~4Y

Data Quality

Data: Medium

The equity upside over 2 years is expected to be negative (-27% probability-weighted) due to a high entry multiple (~10x), severe preference stack (34.7% of valuation), and strong incumbent threat from Symbotic.

Last updated: July 21, 2026

Bull (20%)+20%

IPO window and category leadership sustain exit multiple at 8x. Revenue reaches ~$101M, exit value ~$809M. Gross upside 41.7%; after 15% dilution net upside ~20%.

Base (35%)-10%

Multiple converges to comp average of 6x. Exit value ~$607M, gross upside 6.3%; after 15% dilution net downside ~10%.

Bear (45%)-62%

Multiple compresses to 2.5x due to intense competition from Symbotic and slowing growth. Exit value ~$253M, gross downside -55.7%; preference stack absorbs most value, net downside after 15% dilution -62.3%.

Est. time to liquidity~4.0 years

Preference Stack Risk

severe

Funding Intensity

35%

Total funding of $198M represents 34.7% of the $570.8M valuation; in a downside exit, preferred holders capture a large portion.

Dilution Risk

moderate

The recent $120M Series C likely provides 2+ years runway, but future dilution from option pools or a down round remains possible.

Secondary Liquidity

none

No secondary market activity reported; liquidity likely via IPO or acquisition.

Other — 21 roles

View all 21 open roles at Mytra →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Mytra's software-defined approach provide a sustainable competitive advantage against Symbotic's installed base?”

  • 2

    “What is the recurring revenue mix (software vs hardware) and how does it improve gross margins over time?”

  • 3

    “With a $198M overhang and recent Series C, what is the expected path to liquidity and how does the employee equity structure handle down rounds?”

Community

Valuation Sentiment

Our model estimates -27% upside. What do you think?

Anonymous. Do not share material non-public information.

Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

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