GoodShip
-83%
est. 2Y upside i
Rank
#3612
Sector
Logistics Technology
Est. Liquidity
~2Y
Data Quality
Data: LowGiven the low growth, severe preference overhang, and high incumbent threat, the equity in GoodShip offers limited upside potential over 2 years.
Last updated: July 3, 2026
Exit at 8x forward revenue ($40.8M) driven by an IPO window and category leadership, but after 20% dilution returns -38.4%.
Exit at 5x forward revenue ($25.5M) converging with public comps, net of 20% dilution yields -69%.
Exit at 2x forward revenue ($10.2M) below total funding of $42.8M, common stock worthless after preference liquidation.
Preference Stack Risk
severeFunding Intensity
86%Total funding of $42.8M implies a severe preference overhang relative to the estimated entry valuation of $50M, meaning preferred stockholders would capture most proceeds in a downside scenario.
Dilution Risk
highWith low growth and $42.8M in funding, the company likely needs additional capital within 24 months, leading to significant dilution (estimated 20%).
Secondary Liquidity
noneNo secondary market activity indicated.
Engineering — 1 role
- Engineering Manager – Data & Infrastructure · United States
Sales — 1 role
- Implementation Manager · United States
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
“How does GoodShip plan to accelerate growth beyond 9% YoY?”
- 2
“What is the current unit economics and path to profitability?”
- 3
“Given the preference stack, what is the realistic outcome for employee equity?”
Community
Valuation Sentiment
Our model estimates -83% 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.