-4%

est. 2Y upside i

AI & MLSeries B

Pallet makes supply chains more efficient. Our AI workforce, CoPallet, handles high-volume tasks like order entry, portal updates, and quoting — all with human-level accuracy and oversight. CoPallet operates your existing tools and processes at a fraction of the cost.

Rank

#3031

Sector

Logistics Tech / Supply Chain AI

Est. Liquidity

~3Y

Data Quality

Data: Low

Pallet offers a strong product and large market, but the equity upside is constrained by a severe preference overhang, high incumbent threat, and uncertain growth data.

Last updated: July 3, 2026

Bull (10%)+156%

Exit multiple expands to 12x (above comp range) driven by IPO window in 2027 and category leadership in AI logistics. Projected revenue $11.5M yields exit value $138M.

Base (50%)+41%

Exit multiple converges to 7x (mid-comp range) on $11.5M revenue, exit value $80.5M. Upside 61% before 20pp dilution haircut.

Bear (40%)-100%

Exit multiple compresses to 4x due to big tech competition, exit value $46M below $50M total funding. Common stock wiped out by preference stack.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Funding Intensity

10000%

Total funding of $50M exceeds or matches estimated entry valuation, meaning common stock could be wiped out in a distressed exit.

Dilution Risk

high

With no profitability and 14 months since last round, another raise within 24 months is likely, diluting existing holders by 15-25%.

Secondary Liquidity

limited

No secondary market implied valuation exists; IPO path is signaled but not imminent.

Other — 19 roles

View all 19 open roles at Pallet →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Pallet plan to defend against generic AI agents from big tech (OpenAI, Anthropic) and established logistics software players like Samsara?”

  • 2

    “What is the current ARR growth rate and how sustainable is it given the competitive landscape?”

  • 3

    “Given the preference stack, what is the expected dilution for employees and when is the next funding round likely?”

Community

Valuation Sentiment

Our model estimates -4% 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.