Subset

est. 2Y upside i

FinTech

Rank

#2120

Sector

Fintech

Est. Liquidity

~2Y

Data Quality

Data: Low

Subset was acquired by Rogo in September 2025, making the equity offer tied to Rogo's future.

Last updated: July 19, 2026

Bull (20%)0%

Acquisition by Rogo could provide upside through Rogo's growth. No specific financial data available to quantify.

Base (55%)0%

Company already acquired; equity upside depends entirely on Rogo's performance. Uncertain due to lack of Rogo financials.

Bear (25%)0%

Acquisition integration fails or Rogo underperforms, leading to equity being worthless. No data to support recovery.

Est. time to liquidity~2.0 years

Preference Stack Risk

low

Funding Intensity

No data on total funding; acquisition likely eliminated any preference stack, converting shares to Rogo equity.

Dilution Risk

low

As part of the acquisition, equity likely converted to Rogo shares; future dilution depends on Rogo's capital needs.

Secondary Liquidity

none

No secondary market for Rogo; liquidity tied to a future exit or IPO.

Other — 2 roles

Last updated: February 18, 2026

Questions to Ask at the Interview

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

1
“How does Rogo plan to integrate Subset's AI into its product and what is the timeline?”
2
“Can you share Rogo's current valuation, recent financial performance, and growth rate?”
3
“What are Rogo's plans for future fundraising or IPO, and how will employee equity be structured post-acquisition?”

Our model estimates 0% 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.