+28%

est. 2Y upside i

Vertical SaaSSeries B

Rose Rocket is ERP software for trucking companies.

Rank

#2046

Sector

Logistics Tech

Est. Liquidity

~3Y

Data Quality

Data: Low

Rose Rocket offers a significant equity upside potential but carries high risk due to intense incumbent competition and workforce contraction.

Last updated: July 3, 2026

Bull (20%)+135%

Bull case: Rose Rocket maintains 10x forward revenue multiple driven by IPO window and category leadership in AI-native TMS. Projected revenue $51M yields enterprise value $510M, a 155% gain before 20% dilution from future raise.

Base (35%)+59%

Base case: Multiple converges to public comp median of 7x, valuing the company at $357M, a 78.5% gain before 20% dilution.

Bear (45%)-44%

Bear case: Multiple compresses to 3x due to incumbent competition and slowdown, valuing at $153M, a 23.5% loss before 20% dilution.

Est. time to liquidity~3.0 years

Preference Stack Risk

severe

Funding Intensity

3450%

Total funding of $69M represents 34.5% of the estimated $200M valuation, giving preferred shareholders a significant claim.

Dilution Risk

high

With last round in 2023 and headcount cuts, a new round within 24 months could dilute common equity by ~20%.

Secondary Liquidity

none

No secondary market transactions reported.

Questions to Ask at the Interview

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

  • 1

    “How does Rose Rocket plan to compete against entrenched incumbents like McLeod and Trimble?”

  • 2

    “What is the path to profitability given the recent headcount reduction?”

  • 3

    “What is the company's current valuation and when was the last 409A? What is the expected dilution from future rounds?”

Community

Valuation Sentiment

Our model estimates +28% upside. What do you think?

Anonymous. Do not share material non-public information.

Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

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