Scope AR
-73%
est. 2Y upside i
Scope AR is the leading provider of User Guided Augmented Reality…
Rank
#2160
Sector
Enterprise Augmented Reality Software
Est. Liquidity
~3Y
Data Quality
Data: LowScope AR presents a moderate upside opportunity for a job seeker, with an estimated 45% weighted average upside over a two-year horizon.
Last updated: March 10, 2026
Scope AR's WorkLink platform, bolstered by recent patent grants and advanced analytics, achieves significant market share in the rapidly growing enterprise AR space, potentially through a strategic acquisition by a larger tech player. This drives revenue to $30M-$40M by 2028, justifying a $210M valuation at a 5-7x multiple.
Scope AR continues to grow steadily, maintaining its niche in industrial AR solutions despite strong incumbent competition. Revenue reaches $15M-$20M by 2028, leading to an acquisition or later funding round at a $105M valuation, reflecting moderate growth and market position.
Dominant incumbents like Microsoft (HoloLens) and PTC (Vuforia) aggressively capture market share, or the enterprise AR market experiences slower-than-expected adoption. Scope AR's growth stalls, leading to a down round or acquisition at a significantly reduced valuation of $18M, wiping out most common stock value due to liquidation preferences.
Preference Stack Risk
highInvestors hold $16M in liquidation preferences ahead of common stock. In an exit at the current estimated valuation of $60M, investors would take $16M, leaving $44M for common shareholders.
Dilution Risk
moderateAs a Series B company, it is likely to raise at least one more significant funding round before an exit, which will cause further dilution for existing common stock holders.
Secondary Liquidity
noneFor a company of this size and stage, active secondary markets or tender offers are highly unlikely.
Questions to Ask at the Interview
Strategic questions based on Scope AR's data — designed to show you've done your homework.
- 1
“How is Scope AR planning to differentiate its WorkLink platform and defend its market position against the increasing presence of large incumbents like Microsoft (HoloLens) and PTC (Vuforia) in the enterprise AR space?”
- 2
“Given the estimated $8M in revenue and the large TAM, what are the key strategic initiatives and growth levers the company plans to pull to accelerate customer acquisition and revenue scale over the next 12-24 months?”
- 3
“With $16M in total funding and an estimated $60M valuation, how does the company envision the path to a liquidity event, and what are the expectations for future funding rounds and their potential impact on employee equity?”
Community
Valuation Sentiment
Our model estimates -73% 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.