Tackle.io

tackle.io →

-33%

est. 2Y upside i

ProductivitySeries C

Rank

#2989

Sector

Business/Productivity Software

Est. Liquidity

~2Y

Data Quality

Data: Medium

Equity upside is negative (-33% expected) over 2 years due to a stale $1.25B valuation and high multiple compression risk.

Last updated: July 19, 2026

Bull (25%)+25%

Market leadership and IPO window sustain a 15x forward revenue multiple, driving exit value to $1.82B. Net of 20% dilution, the 45% gross upside is reduced to 25%.

Base (50%)-43%

Multiple contracts to 8x (in line with peers) on $121M revenue, yielding $968M exit. With 20% dilution, net return is -43% as valuation declines from $1.25B.

Bear (25%)-72%

Multiple compresses to 5x on slowing growth, exit value $605M. After dilution, net loss of 72% as preference overhang and common stock suffer.

Est. time to liquidity~2.0 years

Preference Stack Risk

moderate

Funding Intensity

1180%

Total preferred stock of $148M represents 11.8% of entry valuation, a moderate overhang that only affects common in severe down exits.

Dilution Risk

high

With no profitability and ~$63M ARR, another funding round within 24 months is probable, leading to 15-25% dilution for existing shareholders.

Secondary Liquidity

none

No secondary market transactions observed; liquidity likely tied to IPO or acquisition, which is uncertain within 2 years.

Questions to Ask at the Interview

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

  • 1

    “How does Tackle.io defend against cloud providers building native marketplace tools?”

  • 2

    “What is the primary revenue driver: subscription fees, transaction fees, or both, and how is pricing evolving?”

  • 3

    “Given the stale valuation and likely future funding, how would you frame the equity compensation value and liquidity timeline?”

Community

Valuation Sentiment

Our model estimates -33% 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.