-16%

est. 2Y upside i

HealthcareSeries B

Rank

#2677

Sector

Beauty, Skincare, Biotechnology

Est. Liquidity

~2Y

Data Quality

Data: Low

The expected equity upside is negative (-16.3%) based on conservative assumptions and stale valuation.

Last updated: July 19, 2026

Bull (25%)+15%

IPO window opens, revenue reaches $67M, multiple expands to 5x (ELF-like), net upside 14.68% after 20% dilution.

Base (55%)-12%

Revenue grows to $67M, multiple compresses to 4x (toward comp median), net downside -12.26% after 20% dilution.

Bear (20%)-66%

Incumbent competition pressures multiple to 2x, revenue $67M, implied exit $134M, net downside -66.13% after dilution; preference stack not triggered.

Est. time to liquidity~2.0 years

Preference Stack Risk

high

Funding Intensity

28%

$70.3M total funding represents 28% of estimated $250M valuation, creating high preference overhang.

Dilution Risk

high

Likely raise within 24 months given 34-month gap from last round and growing cash needs.

Secondary Liquidity

none

No secondary market activity detected; no employee tender offers or trading.

Questions to Ask at the Interview

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

  • 1

    “How does your TRV™ technology compare to competitors' penetration depth?”

  • 2

    “What is your current subscription retention rate and average revenue per user?”

  • 3

    “How do you balance DTC growth with retail partnerships and professional channels?”

Community

Valuation Sentiment

Our model estimates -16% 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.