Medium confidence

    Bolt revenue is an estimated $85.5M in annual recurring revenue.

    Bolt is a one-click checkout and shopper-network platform for e-commerce. This page estimates Bolt's revenue, customers, growth, and unit economics from public traffic and pricing data — an estimated ~$86M ARR for the late-stage billing & payments company, based in San Francisco, CA.

    Stage
    Series D+
    Founded
    HQ
    San Francisco, CA
    Annual recurring revenueModeled estimate
    ~$85.5M
    Range $51.3M$119.8M
    $51.3M low$119.8M high
    Est. MRR
    ~$7.1M
    Modeled from public signals
    Revenue & growth

    Where Bolt's ~$7.1M of monthly revenue moves

    Modeled monthly-recurring-revenue movement — the new, expansion and reactivation revenue added against the contraction and churn lost.

    MRR movementlast full month
    New+$369K
    Expansion+$113K
    Reactivation+$21K
    Contraction-$13K
    Churned-$34K
    Net new+$457K
    Net new MRR
    +$457K

    Added revenue is running ahead of what's lost.

    Quick ratiohealthy > 4.0
    10.3

    Every $1 lost is offset by ~$10.3 gained.

    Web trafficgrowing
    205K+/mo
    Organic47%
    Direct32%
    Referral3%
    Paid13%
    Social0%
    Conversion funnel
    Visitor → signup
    benchmark 2%
    2%
    Visitor → paid
    benchmark 0.2%
    0.3%
    Traffic quality
    0.2%
    from AI assistants & answer engines
    79%
    organic / non-paid demand

    Source: SimilarWeb, Q2 2026

    What you can do with Bolt's estimate

    See it on your data

    Run this analysis on Bolt's real Stripe

    This page is modeled from public signals. Connect Stripe, read-only, and every figure becomes exact — with the actual account names behind each finding.

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    Under the hood

    How we estimate this — and what we don't claim

    Public signals, published peer benchmarks, a fitted model, and an honest range with a confidence tier. Reported figures override the model as Verified.

    Metrics vs. benchmark

    How Bolt compares to same-stage SaaS peers

    Each estimated metric is placed at its percentile against same-stage peers. The dot is Bolt; the tick is the peer median.

    Customer churnP95 · top 5%
    1.2%
    peer median3%

    Low churn for its stage — customers stick.

    Gross MRR churnP95 · top 5%
    0.5%
    peer median1.2%

    Little revenue lost to downgrades and cancels.

    Net MRR churnP94 · top 6%
    -0.9%
    peer median0.3%

    Expansion outweighs losses — negative net churn.

    Gross revenue retentionP52 · top 48%
    92.4%
    peer median89%

    Retains revenue near the peer median.

    Net revenue retentionP53 · top 47%
    111.7%
    peer median106%

    Accounts grow — revenue rises even without new sales.

    MoM growthP80 · top 20%
    6.4%
    peer median4%

    Growing faster than the typical SaaS company.

    Customers & unit economics

    Roughly 12K+ accounts, 12K+ of them paying

    Total accounts
    12K+
    free + paying, estimated
    Paying customers
    12K+
    at ~$600/mo each
    Blended ARPU
    $600
    per paying account / mo
    Customer LTV
    $50K
    lifetime value, modeled
    Processing fees
    2.9%
    ~$207K/mo on payments
    Net cash flow
    $6.9M
    MRR less processing, /mo
    Est. ARR / customer
    $7K
    annual revenue per account
    Pricing & plan mix

    Bolt's published pricing

    Base Pricing
    2.49%/transaction
    est. of customers57%
    Fixed flat rate + $0.30
    Network Fee (Bolt Users)
    1.35%/transaction
    est. of customers31%
    When existing Bolt user logs in
    Support
    $100+/mo
    est. of customers12%
    Scales with business
    Business health

    How healthy is Bolt's business?

    87/ 100
    Healthy

    Strong across most dimensions — a healthy, compounding SaaS profile.

    MoM 6.4%Strong73
    NRR 112%Strong95
    Quick ratio 10.3Strong94
    CLV $50.4KStrong89
    What the agents would find

    North Metric's agents found an estimated
    $237K/mo in opportunities for Bolt

    And that's from public signals alone. Connect Stripe and every finding below carries the actual account names.

    Protect$64K
    Churn Radar$43K/mo
    Accounts with declining usage
    Usage-decline cohort flagged from engagement signals.
    Whale Alert$21K/mo
    Revenue concentration in top accounts
    Top accounts represent an outsized share of MRR.
    Recover$23K
    Payment Recovery$12K/mo
    Failed charges in retry window
    ~4.4% of charges fail; smart-retry addressable.
    Win-Back Engine$11K/mo
    Recently churned, high re-engage odds
    Recent churned logos with strong prior engagement.
    Expand$150K
    Upgrade Finder$86K/mo
    Power users on lower tiers
    Feature usage exceeds current plan limits.
    Trial Closer$43K/mo
    Engaged trials nearing decision
    High-activation trials in the conversion window.
    Pricing Power$21K/mo
    ASP trails ARPU
    In-app upgrade prompts could lift realized price.
    Protect. Recover. Expand. your revenue.

    If we can find this from the outside, imagine what we'd find in your Stripe.

    Connect once, read-only. Your first nightly report — priced in dollars, with customer names — lands in the morning.

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    How much does Bolt make? Common questions

    How much revenue does Bolt make?

    We estimate Bolt generates about $85.5M in annual recurring revenue, most likely between $51.3M and $119.8M (medium confidence). Bolt is private and doesn't disclose financials, so this is a model estimate from public traffic, demand, and pricing data.

    What is Bolt's ARR?

    Our estimate puts Bolt's ARR near $85.5M (~$7.1M/mo MRR).

    How many customers does Bolt have?

    We estimate roughly 12K+ paying customers, based on estimated revenue of $85.5M at about $600/mo per account.

    Is Bolt growing?

    Bolt's web traffic is currently growing, and we estimate revenue growth around 6.4% per month with net revenue retention near 111.7%.

    How much does Bolt cost?

    Bolt offers 3 plans (usage pricing), starting from the lowest listed tier.

    Is Bolt public or private?

    Bolt is a private, series d+ company founded in 2014, based in San Francisco, CA.

    How accurate is this estimate?

    We validate our model on companies whose revenue is public: it lands within 2× of the real figure about 70% of the time, and within 3× about 90%. See our full methodology.

    How we estimate this — and what we don't claim

    01
    Public signals

    Web traffic, traffic mix, brand-search demand and published pricing — the signals anyone can see.

    02
    Peer benchmarks

    Published SaaS conversion, churn and retention rates — looked up, not invented.

    03
    Fitted model

    A demand model trained on companies whose revenue is public, reconciled with the traffic funnel.

    04
    Honest accuracy

    Validated blind: ~70% of estimates land within 2× of the reported figure, ~90% within 3×.

    Every figure is a model output with a stated range and confidence — never a claim of Bolt's actual books. Where a company publishes or a credible outlet reports a real number, we mark it Verified and lean on it. Read the full methodology. Last updated 2026-07-12.

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