Scope AR
-1%
est. 2Y upside i
Scope AR is the leading provider of User Guided Augmented Reality…
Rank
#2334
Sector
Augmented Reality, Enterprise Software
Est. Liquidity
~2Y
Data Quality
Data: LowScope AR's equity upside is highly uncertain due to a recent acquisition and lack of financial data.
Last updated: July 19, 2026
Acquisition by TELEO Capital provides synergies and multiple expansion to 6x revenue. Exit value ~$59M, 75% upside pre-dilution.
Exit multiple converges to 4x revenue, inline with comps. Revenue grows to ~$9.85M, valuation ~$39M, modest 17% upside.
Acquisition price low or preference stack wipes out common. Assuming exit value below $19.1M total funding, common stock returns -100%.
Preference Stack Risk
severeFunding Intensity
57%Total funding of $19.1M vs entry valuation of $33.7M results in 56.7% preference overhang, common stock at risk.
Dilution Risk
lowNo recent fundraising; acquisition eliminates future dilution risk for existing equity.
Secondary Liquidity
noneNo secondary market exists; acquisition provides only potential liquidity.
Questions to Ask at the Interview
Strategic questions based on Scope AR's data — designed to show you've done your homework.
- 1
“How does Scope AR's WorkLink create switching costs for industrial customers?”
- 2
“What is the post-acquisition integration plan with Flatirons Solutions?”
- 3
“How would you value the combined entity's equity in a private PE setting?”
Community
Valuation Sentiment
Our model estimates -1% 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.