Case Study: Valuing a Bootstrapped Startup With No Revenues But High Traction
How do you value a company that hasn’t earned a rupee in revenue…
…but has 5 lakh app downloads, 80K monthly active users, and a strong investor waiting in the wings?
Welcome to the nuanced world of traction-led valuation.
The Scenario:
Founder-built, B2C mobile-first platform
5 lakh organic app downloads
80K MAUs with consistent 5–7 min engagement
No revenue yet monetization to begin next quarter
Running on internal funding + initial angel round
Now raising 2 Cr pre-seed round at 10 Cr pre-money valuation
How Did We Approach the Valuation?
We combined multiple methods and made strategic assumptions:
1User-Based Valuation (Comparable Benchmark)
Benchmark: Similar app acquired at ?300/user → Adjusted to ?125/user (given early stage)
125 × 80,000 active users = ?1 Cr indicative user value
2 Cost-to-Build Approach (Asset Replication)
App Dev + Tech Infra: ?35–40 lakhs
Team effort & time cost: ?25 lakhs
Suggests intrinsic value of ?60–65 lakhs
3Venture Capital Method (Expected Exit)
Exit target: ?100 Cr in 5–6 years
IRR expected: 10x return
Today’s value = ?10 Cr (pre-money), based on 20% stake for ?2 Cr
Key Observations:
Market potential, retention data, and virality mattered more than revenue
Founder credibility + product-led growth was a key multiplier
Investors aligned with long-term vision, not current monetization
Takeaway:
“Valuation in such cases is not science alone it’s a bet on momentum, credibility, and calculated optimism.”
Next Up: When NAV Beats DCF A Real Estate Holding Company Case
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