-41%

est. 2Y upside i

Vertical SaaSAI & MLSeries B

Rank

#615

Sector

Logistics, Supply Chain Tech, Artificial Intelligence & Machine Learning

Est. Liquidity

~4Y

Data Quality

Data: Low

Raft presents a strong upside opportunity for a job seeker, driven by its leadership in AI-powered logistics automation and a rapidly expanding proprietary data moat (5 billion labeled data points, $10B+ invoices processed).

Last updated: March 10, 2026

Bull (40%)+250%

Raft leverages its proprietary data (5 billion labeled data points, $10B+ invoices processed) and AI leadership to become the dominant automation platform for freight forwarders, expanding market share significantly. This drives revenue to $150M+ by 2026, justifying a $700M+ valuation at 4.5x current, attracting a strategic acquisition or successful IPO.

Base (40%)+50%

Raft continues to grow steadily, maintaining its strong position in AI-driven logistics automation for freight forwarders. It expands its customer base to ~100 providers, processing $20B in freight invoices annually. This leads to a $300M valuation, representing a solid return but facing continued competition from incumbents.

Bear (20%)-60%

Dominant incumbents like WiseTech Global or Descartes rapidly integrate advanced AI features, commoditizing Raft's core offerings and slowing its growth. This leads to a down round or acquisition at a significantly reduced valuation of $80M, severely impacting common stock value due to liquidation preferences.

Est. time to liquidity~3.5 years

Preference Stack Risk

high

Investors hold $48M in liquidation preferences ahead of common shareholders. In an exit at the estimated $200M valuation, common shareholders would only see value above $48M.

Dilution Risk

moderate

The company will likely need a Series C round within 12-18 months, which will lead to further dilution for existing equity holders.

Secondary Liquidity

none

No active secondary market or tender offers are publicly known for Raft at this stage.

Other — 19 roles

View all 19 open roles at Raft →

Last updated: February 22, 2026

Questions to Ask at the Interview

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

  • 1

    “Given Raft's impressive data moat with 5 billion labeled data points and $10B+ in processed invoices, how do you plan to further leverage this unique asset to differentiate against incumbents like WiseTech Global and Descartes, particularly as they integrate more AI into their offerings?”

  • 2

    “With Raft serving 50+ logistics providers and processing over 5 million shipments annually, what is the strategic roadmap for expanding beyond current automation workflows (finance, customs, operations) into new high-ROI areas, and what metrics are you using to prioritize these expansions?”

  • 3

    “Considering the Series B funding round in July 2023, what is the company's anticipated timeline for a liquidity event (IPO or acquisition), and how does Raft plan to manage employee equity dilution through future funding rounds?”

Community

Valuation Sentiment

Our model estimates -41% 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.