-83%

est. 2Y upside i

Vertical SaaSSeries C

The core engine of supply chain in LATAM

Rank

#4365

Sector

Logistics / Freight Tech

Est. Liquidity

~5Y

Data Quality

Data: Medium

$1.1B unicorn valuation 4 years stale, almost certainly impaired 50-70%. $243M preferences wipe common in most exits.

Last updated: March 21, 2026

Bull (12%)+80%

Nearshoring boom; profitability by 2026; strategic acquisition at $300M.

Base (45%)-60%

Down-round at $400-500M; sale at $200-350M; common wiped by $243M prefs.

Bear (43%)-100%

Runway exhausted; SoftBank doesn't bridge; asset sale or wind-down.

Est. time to liquidity~5.0 years

Preference Stack Risk

severe

Funding Intensity

22%

$243M on $1.1B (22.1%); realistic exit $350-500M returns nothing to common.

Dilution Risk

high

Down-round would further dilute options.

Secondary Liquidity

none

No secondary market activity.

Questions to Ask at the Interview

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

  • 1

    “Current runway?”

  • 2

    “Last 409A valuation?”

  • 3

    “Nearshoring impact on growth?”

Community

Valuation Sentiment

Our model estimates -83% 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.