+4%

est. 2Y upside i

EdTechSeries D+

Rank

#1319

Sector

EdTech / Transportation

Est. Liquidity

~3Y

Data Quality

Data: Medium

$333M revenue at $1.3B (3.9x) is cheap. $705M DOE loan accelerates electric fleet. 120% ride volume growth. $2B+ TCV provides visibility.

Last updated: March 22, 2026

Bull (25%)+200%

DOE loan + 120% ride growth; IPO at $5B+.

Base (50%)+60%

Steady growth to $500M rev; IPO at $3B.

Bear (25%)-30%

DOE loan conditions; EV infrastructure delays.

Est. time to liquidity~3.0 years

Preference Stack Risk

moderate

Questions to Ask at the Interview

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

  • 1

    DOE loan milestones?

  • 2

    Fleet ownership vs SaaS gross margin?

  • 3

    District contract renewal rates?

Community

Valuation Sentiment

Our model estimates +4% 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.