-96%

est. 2Y upside i

HealthcareSeries C

Rank

#3983

Sector

Healthcare Technology

Est. Liquidity

~5Y

Data Quality

Data: Medium

The equity in Bamboo Health is highly likely to be worthless for a new employee over a 2-year horizon due to an inflated $1.5B valuation (38x ARR) that is stale and unrealistic.

Last updated: July 3, 2026

Bull (10%)-66%

Exit multiple of 15x driven by IPO window and category leadership; enterprise value $808M, after 20% dilution net upside -66%.

Base (50%)-98%

Exit multiple converges to comp 6x; enterprise value $323M, after 20% dilution net upside -98%.

Bear (40%)-100%

Exit multiple compresses to 3x due to incumbent threat and regulatory risks; enterprise value $162M below liquidation preference, common worthless.

Est. time to liquidity~5.0 years

Preference Stack Risk

high

Funding Intensity

30%

Total preferred stock of $443M represents 29.5% of the $1.5B valuation, creating a significant overhang.

Dilution Risk

high

With no profitability and last round in 2020, a down round or additional funding is likely, diluting common by ~20%.

Secondary Liquidity

none

No secondary market activity detected based on available data.

Questions to Ask at the Interview

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

  • 1

    How do you plan to defend against large EHR vendors bundling care coordination features into their platforms?

  • 2

    What is the current ARR growth rate and how has net dollar retention trended?

  • 3

    Given the high preference stack and stale valuation, what is the realistic path to liquidity for common stockholders?

Community

Valuation Sentiment

Our model estimates -96% upside. What do you think?

Anonymous. Do not share material non-public information.


Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.