+30%

est. 2Y upside i

AI & MLSeries B

Partly's mission is to connect the world's parts and we're doing that by building the first global platform for replacement parts, starting with auto parts. Our big vision is to accelerate the world towards a sustainable future where waste is eliminated and all replacement parts are universally searchable, accessible and available to all.

Rank

#1367

Sector

Automotive AI, Enterprise Software

Est. Liquidity

~4Y

Data Quality

Data: Low

Partly offers a compelling but opaque equity opportunity.

Last updated: July 19, 2026

Bull (35%)+80%

IPO or strategic acquisition within 2 years could drive valuation to $1B (2x total return before dilution), boosted by category leadership in AI auto parts and DST Global's backing.

Base (45%)+30%

Gradual growth to $750M (1.5x total return before dilution) as revenue scales and the revenue multiple converges toward the public comp range of 4x-10x.

Bear (20%)-60%

Incumbent competition or slower adoption could compress valuation to $300M (0.6x total return before dilution), and the $92.4M preference stack further reduces common stock recovery to ~$208M, a 49% loss.

Est. time to liquidity~3.5 years

Preference Stack Risk

high

Funding Intensity

18%

Total funding of $92.4M vs $500M valuation implies an 18.5% preference overhang, which is high for Series B.

Dilution Risk

high

With $50M recently raised, the company may require additional financing within 2 years, diluting common stockholders by an estimated 20%.

Secondary Liquidity

none

No secondary market transactions have been reported.

View all 3 open roles at Partly →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Partly's Interpreter model compare to GPT-5 in accuracy for auto parts fitment, and what is the roadmap for expansion?”

  • 2

    “What is the current annual recurring revenue (ARR) and customer acquisition cost?”

  • 3

    “What is the expected timeline to liquidity, and are there any plans for secondary market transactions for employees?”

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.