-67%

est. 2Y upside i

Series D+

Silo is the first produce enterprise resource planning software built for businesses to automate operations, react to market trends, and access capital.

Rank

#3999

Sector

Supply Chain Management

Est. Liquidity

~2Y

Data Quality

Data: Medium

Silo is a high-growth company (~100% YoY revenue to $25M) in the specialized food supply chain software and fintech market, with a moderate competitive moat.

Last updated: March 10, 2026

Bull (15%)+200%

Strong product-market fit in the niche food supply chain, coupled with successful integration of recent acquisitions (Blue Book Services, Pet Tiger) and expansion into new markets, drives revenue to $100M+ by 2026. This justifies an acquisition at a $3.75B valuation (3x current), leading to a +267% upside for common shareholders after preferences.

Base (40%)+15%

Silo maintains its competitive position and continues to grow, albeit at a slower pace due to market saturation and incumbent competition. An acquisition occurs at a slight premium to the last round, reaching a $1.375B valuation, resulting in a modest +15% upside for common shareholders after accounting for liquidation preferences.

Bear (45%)-90%

Increased competition from large ERP providers entering the specialized food supply chain market, combined with integration challenges from recent acquisitions and a difficult fundraising environment, leads to a distressed M&A outcome. An acquisition at a significantly reduced valuation of $375M (70% down) results in a severe -90% loss for common shareholders due to the substantial liquidation preferences.

Est. time to liquidity~2.0 years

Preference Stack Risk

high

Investors hold $315 million in liquidation preferences, representing 25.2% of the assumed $1.25 billion valuation, which would be paid out before common shareholders in an exit.

Dilution Risk

moderate

As a Series D company with recent layoffs and M&A discussions, further funding rounds or an acquisition could lead to additional dilution or less favorable terms for common shareholders.

Secondary Liquidity

none

There is no public information suggesting active secondary markets or tender offers for Silo's equity.

Questions to Ask at the Interview

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

  • 1

    “Given the recent acquisitions of Blue Book Services and Pet Tiger, how is Silo strategically integrating these to enhance its competitive moat against broader ERP providers like SAP or Microsoft Dynamics, particularly within the perishable food supply chain niche?”

  • 2

    “With ~100% YoY revenue growth to $25M, what are the key strategies for maintaining this growth trajectory over the next 2-3 years, especially considering the recent layoffs and ongoing M&A discussions?”

  • 3

    “Considering the Series D funding and the recent M&A discussions, what is the company's anticipated timeline and preferred path to a liquidity event for employees, and how is the preference stack being managed to ensure meaningful returns for common shareholders?”

Community

Valuation Sentiment

Our model estimates -67% 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.