-67%

est. 2Y upside i

AI & MLProductivitySeries A

We are building autonomous AI assistants for the Logistics world with first focus on Freight and Trucking brokerage. Augments agents execute all the tedious mundane work so operators can focus on things that matter. The AI assistants work 24x7, improve process accuracy, and reduce the time operators spend on manual operations, leading to improved profitability.

Rank

#1135

Sector

Logistics AI, Productivity Software

Est. Liquidity

~4Y

Data Quality

Data: Medium

Augment operates in a massive and rapidly growing AI in logistics market (TAM growing ~47% YoY), with strong early customer traction, including a significant deployment with Penske Logistics.

Last updated: March 10, 2026

Bull (25%)+300%

Augment establishes itself as a dominant force in logistics AI, leveraging its freight-native 'Augie' to achieve deep integrations and significant productivity gains for major customers like Penske Logistics. Expanding beyond current customers, Augment captures substantial market share, reaching an estimated $80M ARR by 2028, justifying a $1.6B valuation at a 20x revenue multiple.

Base (50%)+50%

Augment continues to grow steadily, securing additional enterprise customers and expanding its platform capabilities. While facing competition from incumbents and other AI startups, it maintains its niche with strong product execution. The company reaches an estimated $40M ARR by 2028, leading to a $600M valuation at a 15x revenue multiple.

Bear (25%)-80%

Dominant incumbents like IBM with LogiGen AI or large logistics software providers develop superior or more widely adopted AI solutions, commoditizing Augment's offerings. Adoption slows, and the company struggles to scale, leading to a down round or acquisition at a significantly reduced valuation of $80M. Given $110M in liquidation preferences, common stock holders would receive little to no return.

Est. time to liquidity~4.0 years

Preference Stack Risk

high

Investors hold $110M in liquidation preferences ahead of common stock, representing 27.5% of the estimated current $400M valuation.

Dilution Risk

high

As a Series A company, Augment will likely undergo several more funding rounds, leading to significant future dilution for current equity holders.

Secondary Liquidity

none

There is no public information indicating an active secondary market or tender offers for Augment's shares.

View all 12 open roles at Augment →

Last updated: February 18, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Augment plan to differentiate 'Augie' and maintain its competitive moat against direct offerings like IBM's LogiGen AI and in-house AI solutions from large logistics providers like Penske's Catalyst AI?”

  • 2

    “Given the estimated $40M ARR in the base case, what are the key milestones and growth strategies Augment plans to execute over the next 24 months to achieve or exceed this revenue trajectory?”

  • 3

    “With $110M in total funding and being a Series A company, how does Augment envision its path to a liquidity event, and what measures are in place to ensure a favorable outcome for common stock holders given the preference stack?”

Community

Valuation Sentiment

Our model estimates -67% 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.