+124%

est. 2Y upside i

FinTechSeries B

Yassir is the leading Super App for French Speaking Africa

Rank

#264

Sector

Super App, Ride-hailing, Food Delivery, Fintech

Est. Liquidity

~3Y

Data Quality

Data: Medium

Yassir presents a compelling equity opportunity with strong 52% revenue growth and profitability.

Last updated: July 21, 2026

Bull (25%)+242%

5x multiple driven by IPO window and category leadership; revenue reaches $683M in 2 years, implying exit value $3.4B, 242% upside.

Base (35%)+139%

3.5x multiple converging to public comp range; revenue $683M, exit $2.4B, 139% upside.

Bear (40%)+37%

Multiple compresses to 2x due to incumbent pressure; exit $1.4B, 37% upside. Common stock returns positive due to sufficient exit above preference.

Est. time to liquidity~2.5 years

Preference Stack Risk

high

Funding Intensity

19%

Total funding of $193M represents 19.3% of current $1B valuation, creating a high preference overhang that reduces common returns in downside scenarios.

Dilution Risk

low

Company is profitable with $380M revenue, reducing need for near-term fundraise.

Secondary Liquidity

none

No secondary market activity reported.

Questions to Ask at the Interview

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

  • 1

    “How does Yassir plan to differentiate from Uber and Bolt in African markets?”

  • 2

    “What is the path to profitability for the fintech vertical?”

  • 3

    “How do you think about the dilution from recent acquisitions on equity value?”

Community

Valuation Sentiment

Our model estimates +124% upside. What do you think?

Anonymous. Do not share material non-public information.

Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.