Redo
-79%
est. 2Y upside i
Crush cart abandonment & watch loyalty soar through elevated purchase & post purchase experience - completely free. We help you consolidate your post-purchase tech stack saving you money and time while also providing a premium experience for your customers. Our goals are to help you retain profit through minimizing returns, enhancing your order tracking experience, optimizing your customer service and ultimately increasing LTV through a better post-purchase experience.
Rank
#3581
Sector
E-commerce Software
Est. Liquidity
~3Y
Data Quality
Data: LowGiven the current valuation of $1.25B at 81.7x trailing revenue, even with aggressive growth assumptions the expected equity upside over 2 years is -79% after dilution.
Last updated: July 3, 2026
IPO or acquisition drives multiple to 12x; despite dilution, revenue growth to $44M could yield positive but still below entry.
Multiple converges to 8x with moderate growth, resulting in significant loss.
Incumbent competition and legal issues compress multiple to 4x; exit value barely above preference.
Preference Stack Risk
moderateFunding Intensity
856%Total preferred stock of $107M represents 8.6% of entry valuation; in a downside exit, common stock may recover some value.
Dilution Risk
highGiven $15.3M revenue and high burn rate, the company will likely need additional capital, diluting current shareholders by 20% or more.
Secondary Liquidity
noneNo secondary market transactions known; liquidity likely only via exit.
Questions to Ask at the Interview
Strategic questions based on Redo's data — designed to show you've done your homework.
- 1
“What is the company's strategy to defend against Shopify building native returns features?”
- 2
“How does the unit economics of the shopper-paid model compare to merchant-paid models in terms of lifetime value?”
- 3
“What is your view on the ongoing class-action lawsuit and its potential impact on the business model?”
Community
Valuation Sentiment
Our model estimates -79% upside. What do you think?
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Community Discussion
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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.