-19%

est. 2Y upside i

Vertical SaaSSeries B

Rose Rocket is ERP software for trucking companies.

Rank

#34

Sector

Logistics Software

Est. Liquidity

~3Y

Data Quality

Data: Medium

Rose Rocket presents a strong upside opportunity for a job seeker, driven by its innovative AI-native TMS platform and recent strategic acquisition, positioning it for significant growth in a large and expanding market.

Last updated: March 10, 2026

Bull (35%)+300%

Rose Rocket's AI-native TMS.ai and Centro acquisition drive exceptional growth, surpassing its $100M ARR target and reaching $120M+ ARR by 2028. This market leadership and innovation justify a $1.2B valuation (4x current), representing a 300% upside.

Base (40%)+233%

Rose Rocket successfully executes its growth strategy, reaching $100M ARR by 2028 by expanding into larger fleets and leveraging its AI capabilities. This leads to an acquisition or next funding round at a $1B valuation, representing a 233% upside.

Bear (25%)-50%

Increased competition from incumbents and slower-than-anticipated market adoption of new AI features limit Rose Rocket's growth, with ARR reaching only $50M by 2028. This results in a down round or acquisition at a $150M valuation, leading to a 50% loss for common shareholders after accounting for the $69M in liquidation preferences.

Est. time to liquidity~2.5 years

Preference Stack Risk

high

Investors hold $69M in liquidation preferences. In an exit at or below the estimated $300M current valuation, common shareholders would see significantly reduced returns or nothing.

Dilution Risk

moderate

As a Series B company, Rose Rocket will likely require one to two more funding rounds before a potential IPO or acquisition, leading to further dilution.

Secondary Liquidity

limited

Secondary liquidity is typically limited for Series B companies, though specific tender offers could emerge in later stages.

Questions to Ask at the Interview

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

  • 1

    “How is Rose Rocket planning to sustain its aggressive growth trajectory towards the $100M ARR target by mid-2026, particularly in the face of strong competition from established players like Descartes Systems Group and their existing market share?”

  • 2

    “Given the headcount decrease in 2024, how does the company balance operational efficiency and AI automation with the need to scale teams for continued product development and customer acquisition, especially as it expands into larger enterprise fleets?”

  • 3

    “With $69M in total funding and an estimated current valuation of $300M, how does Rose Rocket envision the timeline and mechanisms for a liquidity event (e.g., IPO, acquisition, secondary offerings) that would provide meaningful returns for common shareholders?”

Community

Valuation Sentiment

Our model estimates -19% 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.