-16%

est. 2Y upside i

Vertical SaaSSeries D+

Real-time supply chain visibility and logistics platform

Rank

#2835

Sector

Supply Chain / Logistics SaaS

Est. Liquidity

~3Y

Data Quality

Data: Medium

FourKites holds duopoly position with genuine data moat.

Last updated: March 20, 2026

Bull (25%)+100%

AI agents + YardWorks expand platform. $200M+ ARR, IPO or acquisition at 10-12x.

Base (45%)+40%

$150M ARR, acquired at 7-9x (~$1.1-1.4B). Modest gains.

Bear (30%)-45%

project44 dominates; freight downturn; stalls below $130M. Down round.

Est. time to liquidity~3.0 years
Adjusted for competitive dynamics: 25% (raw: -16%, adjustment: -5%)

Preference Stack Risk

moderate

Funding Intensity

24%

$243M raised; at $1B, common in-the-money.

Dilution Risk

moderate

No round since 2021; flat/down possible.

Secondary Liquidity

none

No known secondary.

Other — 21 roles

View all 21 open roles at FourKites →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “AI agent adoption metrics?”

  • 2

    “project44 competitive win rate?”

  • 3

    “Funding plans and exit timeline?”

Cluster Peers

Expected Upside

Samsara
+41%
FourKites
-16%
project44
-30%
Flexport
-30%

Community

Valuation Sentiment

Our model estimates -16% upside. What do you think?

Anonymous. Do not share material non-public information.

Community Discussion

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.