-74%

est. 2Y upside i

Vertical SaaSSeries A

Rank

#2264

Sector

Construction Technology

Est. Liquidity

~3Y

Data Quality

Data: Low

ODIN presents a risky equity opportunity with moderate upside potential.

Last updated: March 10, 2026

Bull (20%)+300%

ODIN successfully fends off incumbent threats by deepening its integrated platform, leveraging the Verfico acquisition to become the dominant player in construction compliance and workforce management. Sustained 12% Q/Q revenue growth (approx. 60% YoY) pushes ARR to over $40M by 2028, justifying a $260M valuation at a 6.5x revenue multiple, leading to a strategic acquisition.

Base (35%)+50%

ODIN maintains its strong growth trajectory in niche segments, but faces increasing pressure from Procore and Autodesk expanding their compliance features. Revenue grows steadily to $16M ARR by 2028, leading to a modest valuation increase to $97.5M, allowing for a small acquisition or a flat follow-on round.

Bear (45%)-80%

Dominant incumbents like Procore and Autodesk integrate superior workforce and compliance features, commoditizing ODIN's offerings. Growth stalls, and the company struggles to raise further capital, leading to a down round or distressed sale at a valuation of $13M, wiping out most common stock value due to liquidation preferences.

Est. time to liquidity~3.0 years

Preference Stack Risk

moderate

Investors hold $4.9M in liquidation preferences. In an exit at or below $4.9M, common stock would receive little to nothing.

Dilution Risk

moderate

As a Series A company, ODIN will likely require 1-2 more funding rounds (Series B, C) before a potential IPO or acquisition, which will result in further dilution for existing equity holders.

Secondary Liquidity

none

Given its early stage and private status, there is currently no active secondary market or tender offer for ODIN's equity.

Operations — 2 roles

Product — 2 roles

View all 6 open roles at ODIN →

Last updated: February 22, 2026

Questions to Ask at the Interview

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

  • 1

    “How is ODIN specifically planning to differentiate its platform and defend its market share against the expanding offerings of dominant incumbents like Procore and Autodesk Construction Cloud?”

  • 2

    “Given the reported 12% Q/Q revenue growth and the recent Verfico acquisition, what are the key strategies for scaling customer acquisition and expanding into new market segments over the next 2-3 years?”

  • 3

    “As a Series A company, how does ODIN envision the path to a liquidity event for employees, and what are the company's plans for managing potential future dilution from additional funding rounds?”

Community

Valuation Sentiment

Our model estimates -74% 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.