-70%

est. 2Y upside i

Series D+

Rank

#3504

Sector

Public Transportation Software

Est. Liquidity

~4Y

Data Quality

Data: Low

The equity is significantly overvalued at $1.3B, with projected revenue in 2 years only supporting a $669M-$1B exit.

Last updated: July 19, 2026

Bull (20%)-43%

Exit at 12x forward revenue ($1.0B) driven by AI leadership and Volvo partnership, but still below entry valuation. After dilution, -42.8%.

Base (55%)-69%

Exit at 8x forward revenue ($669M) as multiple converges to comp range. After 20% dilution, -68.5%.

Bear (25%)-94%

Exit at 4x forward revenue ($334M) due to market compression. After dilution, -94.3%.

Est. time to liquidity~4.0 years

Preference Stack Risk

moderate

Funding Intensity

2000%

Total funding $260M represents 20% of current valuation $1.3B.

Dilution Risk

high

Latest round was in 2022; with $60M ARR and likely cash burn, a new round is probable, diluting common equity by ~20%.

Secondary Liquidity

none

No secondary market activity indicated.

View all 74 open roles at Optibus →

Last updated: July 3, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Optibus' AI moat protect against incumbents like Trapeze?”

  • 2

    “What is the company's path to profitability given $260M funding and $60M ARR?”

  • 3

    “How does the equity package align with the 2-year horizon given illiquidity?”

Community

Valuation Sentiment

Our model estimates -70% 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.