-51%

est. 2Y upside i

Vertical SaaSAI & MLSeries B

Rank

#586

Sector

Logistics Software, AI, Supply Chain Management

Est. Liquidity

~3Y

Data Quality

Data: High

GoodShip presents a moderate upside opportunity, primarily driven by its impressive 10x revenue growth in 2024 and strong customer ROI in a large, AI-driven logistics market.

Last updated: March 10, 2026

Bull (35%)+250%

GoodShip continues its explosive growth, leveraging its AI-powered platform and strategic partnerships to capture significant market share from legacy TMS providers. Revenue scales rapidly, justifying a valuation of $437.5M (3.5x current) as it becomes a dominant player in freight orchestration and procurement.

Base (45%)+75%

GoodShip maintains strong, but more moderate, growth by expanding its enterprise customer base and deepening AI capabilities. It successfully fends off some competitive threats, leading to an acquisition or IPO at a valuation of $218.75M (1.75x current), providing a solid return for common shareholders.

Bear (20%)-60%

Increased competition from well-funded incumbents or new entrants, coupled with a challenging freight market, slows GoodShip's growth significantly. This leads to a down round or an exit at a reduced valuation of $50M, resulting in substantial losses for common stock due to the existing liquidation preferences.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Funding Intensity

34%

Investors hold $40.4M in liquidation preferences ahead of common shareholders, representing 32.32% of the current $125M valuation.

Dilution Risk

moderate

As a Series B company, GoodShip will likely require at least one to two more significant funding rounds, leading to further dilution for existing equity holders.

Secondary Liquidity

limited

While a secondary market valuation exists, there is no explicit indication of active secondary liquidity or tender offers for employees.

Engineering — 1 role

Sales — 1 role

View all 2 open roles at GoodShip →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “Given the reported 10x revenue growth in 2024, what are the key strategies and product roadmap initiatives to sustain this momentum and differentiate against established TMS providers like SAP or Oracle who could develop similar AI capabilities?”

  • 2

    “With a total funding of $40.4M and a $125M valuation, how does GoodShip plan to manage future dilution and ensure meaningful returns for common shareholders, especially considering the preference stack?”

  • 3

    “How does GoodShip's AI Transportation Analyst 'Laney' specifically provide a defensible competitive advantage against other AI-powered logistics platforms, and what are the plans for its evolution over the next 2-3 years?”

Community

Valuation Sentiment

Our model estimates -51% 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.