+118%

est. 2Y upside i

HealthcareSeries D+

Rank

#301

Sector

Healthcare Technology

Est. Liquidity

~2Y

Data Quality

Data: Medium

Sword Health offers significant upside potential, with a probability-weighted expected return of ~118% over 2 years.

Last updated: July 3, 2026

Bull (20%)+60%

Exit multiple holds at 8x due to market leadership and potential IPO window in 2028, but late-stage cap limits raw upside to 100%. After 20% dilution, net upside is 60%.

Base (35%)+223%

Exit multiple converges to 6x, near high end of public comps, driving significant upside. After 20% dilution, net upside of 223% from entry valuation of $2.28B.

Bear (45%)+62%

Exit multiple compresses to 3x due to incumbent threat and regulatory risks. Preference stack of $494M is cleared, so common still gains, but after 20% dilution net upside is 61.6%.

Est. time to liquidity~2.0 years

Preference Stack Risk

high

Funding Intensity

22%

Total funding of $494M represents 21.7% of secondary valuation, creating high preference overhang for common stock in downside scenarios.

Dilution Risk

moderate

Company is profitable but high growth may require additional capital; a future round could dilute equity by ~20%.

Secondary Liquidity

moderate

A $54M employee tender offer was completed in October 2025, indicating active secondary market access, though limited in size.

Finance 7 roles

CEO Team 6 roles

Clinical & Regulatory 3 roles

Growth 2 roles

Legal 1 role

People 1 role

View all 63 open roles at Swordhealth

Last updated: February 22, 2026

Questions to Ask at the Interview

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

  • 1

    How does Sword Health plan to differentiate against Hinge Health's dominant market position and new profitability?

  • 2

    What is the unit economics breakdown (CAC, LTV, gross margin) for PMPM vs. outcome-based contracts?

  • 3

    Given the secondary tender offer in late 2025, what is the expected timeline for the next liquidity event and how does that align with equity grant vesting?

Community

Valuation Sentiment

Our model estimates +118% 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.