Orderful
+29%
est. 2Y upside i
Orderful is a complete cloud EDI platform for manufacturers, distributors, retailers, and technology companies.
Rank
#1425
Sector
Supply Chain Software
Est. Liquidity
~3Y
Data Quality
Data: MediumOrderful offers high-risk, moderate-reward equity for a job candidate.
Last updated: July 3, 2026
AI-native Mosaic platform drives premium valuation; exit multiple of 10x on $57.2M revenue yields $572M exit, common stock after $85M preference returns ~135% before dilution.
Multiple converges to public comp range of 7.5x on $57.2M revenue, exit $429M; common stock returns ~66% before dilution, adjusted for 20% dilution gives ~46%.
Incumbent SPS Commerce pressure compresses multiple to 5x, exit $286M; common stock near breakeven before dilution, after 20% dilution returns -23%.
Preference Stack Risk
highFunding Intensity
2910%Total preferred liquidation preference of $85M represents 29% of current $292M valuation, significantly diluting common stock in downside scenarios.
Dilution Risk
moderateRecent $35M Series C in June 2026 extends runway, but given growth rate and likely cash burn, another raise within 2 years is probable, resulting in 15-25% dilution.
Secondary Liquidity
noneNo secondary market activity reported; equity is illiquid until a liquidity event.
Questions to Ask at the Interview
Strategic questions based on Orderful's data — designed to show you've done your homework.
- 1
“How does Orderful's AI-native Mosaic platform create a sustainable moat against SPS Commerce's network scale?”
- 2
“Given 80% gross margins but unclear profitability, what is the path to breakeven and how does that affect equity value?”
- 3
“What is your view on the likelihood of an IPO or acquisition within 3 years, and how would that impact liquidity?”
Community
Valuation Sentiment
Our model estimates +29% 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.