Nym
-18%
est. 2Y upside i
Rank
#2730
Sector
HealthTech
Est. Liquidity
~4Y
Data Quality
Data: LowDue to complete lack of financial data, equity upside cannot be reliably estimated.
Last updated: July 3, 2026
Nym achieves market leadership with CLU moat, IPO within 2 years at ~$600M valuation, driven by large TAM and customer wins. After 20% dilution, net upside ~80%.
Steady growth at 30% YoY, but multiple compression and dilution offset gains; equity value roughly flat at ~$300M entry valuation.
Incumbent threat (Optum/Epic) materializes, adoption stalls, next round down-rounds; common stock wiped out by $92M preference stack.
Preference Stack Risk
severeFunding Intensity
0%Total preferred liquidation preference of $92M likely exceeds 30% of fair value given estimated valuation ~$300M, resulting in severe common dilution in exit.
Dilution Risk
highLack of revenue data suggests cash burn requires another raise within 24 months, diluting existing equity by ~20%.
Secondary Liquidity
noneNo secondary market activity reported; equity is illiquid until exit.
Questions to Ask at the Interview
Strategic questions based on Nym's data — designed to show you've done your homework.
- 1
“What specific revenue growth rate and gross margin does Nym currently achieve, and how does unit economics improve with scale?”
- 2
“How does Nym's CLU moat hold up if Epic or Optum build native AI coding, and what is the switching cost for customers?”
- 3
“Given the CEO transition and no disclosed financials, what milestones would trigger a liquidity event, and how is employee equity valued currently?”
Community
Valuation Sentiment
Our model estimates -18% upside. What do you think?
Anonymous. Do not share material non-public information.
Community Discussion
Comments are reviewed before they appear publicly.
Loading comments...
Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.