-46%

est. 2Y upside i

Series D+

Our operations software makes it easier to run--and grow--your cafe

Rank

#1873

Sector

Supply Chain / Vertical SaaS

Est. Liquidity

~5Y

Data Quality

Data: Medium

$302M raised against $6.9M SaaS ARR.

Last updated: March 21, 2026

Bull (20%)+300%

Captures 10%+ of cafe supply chain, SaaS to $50M+, strategic acquisition.

Base (45%)+40%

Steady growth but high capital needs; modest M&A exit after dilution.

Bear (35%)-70%

Unit economics never converge; $302M preferences wipe common.

Est. time to liquidity~5.0 years

Preference Stack Risk

severe

Funding Intensity

98%

$302M across 5+ rounds; exit below $400-500M returns nothing to common.

Dilution Risk

high

5th institutional round; further dilution likely.

Secondary Liquidity

none

No secondary activity; steep discounts expected.

Other — 18 roles

View all 18 open roles at Odeko →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “Burn rate and runway from Series E?”

  • 2

    “Liquidation preference structure on $302M?”

  • 3

    “Total revenue including GMV take-rate?”

Community

Valuation Sentiment

Our model estimates -46% 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.