← Portfolio

Consumer / Beverage · $875M Valuation

Olipop

Functional prebiotic soda brand disrupting the $45B soft drink industry with healthier, gut-friendly alternatives.

Key metrics

Initial investment
$18K
Current value
$38.1K
Entry valuation
$875M
Latest valuation
$1.9B
Current MOIC
2.1x
Base case
$54K
Bull case
$108K
Conviction
5/10

Key value driver

$400M rev, profitable; 60% share; Coke/Pepsi interested

Primary risk

Premium pricing; Poppi competition

Latest news

Refreshing…

No recent coverage found.