Ordo
+71%
est. 2Y upside i
Ordo has quickly emerged as America’s fastest-growing school lunch program, serving hundreds of thousands of meals across the United States. We build technology that connects schools with local chefs and enables schools nationwide to serve fresh homestyle meals without the typical administrative burden of managing logistics, payment, orders, and compliance.
Rank
#713
Sector
FoodTech
Est. Liquidity
~4Y
Data Quality
Data: MediumOrdo offers high-risk, high-reward equity.
Last updated: July 3, 2026
Multiple expands to 6x projected revenue ($27.3M) driven by AI RFP tool and school district wins, exit $164M; 20% dilution nets 208% upside.
Multiple converges to 4x on $27.3M revenue, exit $109M; market growth but incumbent pressure limits multiple; dilution reduces to 98.7%.
Multiple compresses to 2x on $27.3M revenue, exit $55M; incumbents (Aramark, Sodexo) dominate; dilution and preference overhang yield -10.64%.
Preference Stack Risk
highFunding Intensity
11500%Total funding $11.5M is 23% of estimated $50M valuation, creating high preference overhang.
Dilution Risk
highLikely capital raise within 24 months due to growth and burn; 20% dilution assumed.
Secondary Liquidity
noneNo secondary market data available; equity is illiquid until exit.
Questions to Ask at the Interview
Strategic questions based on Ordo's data — designed to show you've done your homework.
- 1
“How will you differentiate against Aramark/Sodexo given their scale and relationships?”
- 2
“What is the unit economy of a typical school district contract?”
- 3
“What is your expected liquidity horizon and how does equity vesting align?”
Community
Valuation Sentiment
Our model estimates +71% 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.