-49%

est. 2Y upside i

HealthcareSeries B

Rank

#1129

Sector

Beauty & Personal Care (Biotech)

Est. Liquidity

~4Y

Data Quality

Data: Medium

Ourself presents a moderate upside opportunity driven by its strong proprietary biotechnology and recent product innovations in the subtopical skincare market.

Last updated: March 10, 2026

Bull (30%)+250%

Ourself's patented Intides™ and Tiered-Release Vesicle™ technology drive rapid adoption of new products like the MI9™ Complexion Brightening Serum and Replenishing Lip Filler, expanding market share through prestige retail partnerships (e.g., Bluemercury) and professional channels. Revenue reaches $35M+ by 2028, justifying an $875M+ valuation at 25x P/S, capitalizing on an improving biotech market sentiment.

Base (35%)+75%

Ourself maintains its niche in the subtopical skincare market, achieving steady growth through existing product lines and limited new launches. Revenue reaches approximately $17.5M by 2028, leading to a valuation of around $437.5M as it continues to compete with smaller biotech beauty brands while fending off some incumbent pressure.

Bear (35%)-60%

Dominant incumbents like L'Oréal or Unilever launch competitive 'subtopical' products, leveraging their vast R&D and marketing budgets, or a competitor's product gains significant traction. Ourself's growth stalls, leading to a down round or acquisition at a $100M valuation, significantly impairing common stock value given the $70.3M in liquidation preferences.

Est. time to liquidity~4.0 years

Preference Stack Risk

high

Investors hold $70.3M in liquidation preferences ahead of common stock.

Dilution Risk

moderate

As a Series B company, Ourself will likely require 1-2 more funding rounds before a potential IPO or acquisition, leading to further dilution.

Secondary Liquidity

limited

For a Series B company, active secondary markets or tender offers are typically limited or non-existent.

Questions to Ask at the Interview

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

  • 1

    “Given the strong competitive moat from your proprietary Intides™ and Tiered-Release Vesicle™ technology, how is Ourself strategizing to prevent dominant incumbents like L'Oréal or Unilever from developing or acquiring similar solutions, particularly as you expand into new product categories like complexion brightening and lip fillers?”

  • 2

    “With an estimated current revenue of ~$10.2M and a high valuation multiple, what are the key growth levers Ourself plans to pull to achieve significant revenue scale (e.g., $35M+ in two years for a bull case scenario) beyond direct-to-consumer and Bluemercury partnerships, and how do you foresee maintaining your 75% gross margin at that scale?”

  • 3

    “As a Series B company with $70.3M in total funding, how does Ourself envision the path to a liquidity event for employees, and what is the company's philosophy on managing potential dilution from future funding rounds versus exploring secondary liquidity options?”

Community

Valuation Sentiment

Our model estimates -49% 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.