-30%

est. 2Y upside i

HealthcareSeries C

Rank

#2949

Sector

Digital Health / Telehealth

Est. Liquidity

~3Y

Data Quality

Data: Low

The equity analysis is severely limited by missing financial data, resulting in Low confidence.

Last updated: July 3, 2026

Bull (10%)+50%

Oshi's clinical validation drives rapid payer adoption and a strategic acquisition at 2x current valuation ($600M), but limited data prevents precise modeling.

Base (55%)0%

Slow growth and continued capital needs keep valuation flat; no exit within 2 years. Common stock value unchanged in real terms.

Bear (35%)-100%

Revenue fails to materialize, funding requires down round or dissolution; preference stack ($119.5M) wipes out common stock entirely.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Funding Intensity

40%

Total preferred stock of $119.5M represents 39.8% of assumed $300M valuation, giving preferred a large liquidation preference over common.

Dilution Risk

high

With high capital intensity and no profitability, additional fundraising within 2 years is likely, diluting common equity by 15-25%.

Secondary Liquidity

none

No secondary market data available; no known secondary transactions.

Questions to Ask at the Interview

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

  • 1

    What is your current annual recurring revenue and growth trajectory?

  • 2

    How do you plan to achieve breakeven given high capital intensity?

  • 3

    What is the expected timeline for an IPO or acquisition, and what valuation would you target?

Community

Valuation Sentiment

Our model estimates -30% 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.