Overhaul Group’s $105M Series C and Its Strategic Position in the Supply Chain Tech Boom

Overhaul Group’s recent $105 million Series C funding round, led by Springcoast Partners and Edison Partners, marks a pivotal moment in the supply chain risk management (SCRM) sector. This injection of capital, following a $55 million Series C in December 2024, underscores investor confidence in Overhaul’s ability to capitalize on the surging demand for real-time logistics solutions. With total funding now reaching $271 million across 10 rounds since its 2016 founding, Overhaul is poised to accelerate its mission of transforming supply chains into resilient, intelligence-driven networks [1].

A Market in Turmoil, a Platform in Demand

The SCRM market is expanding at a blistering pace, driven by geopolitical tensions, trade wars, and the rise of nearshoring and friendshoring strategies. By 2025, the market is valued at $4.52 billion and is projected to hit $9.22 billion by 2030, growing at a 15.31% CAGR [2]. Overhaul’s core offering—real-time in-transit risk management—directly addresses these challenges. Its platform safeguards $1.4 trillion in cargo trade at any given moment, with a 99.9% shipment protection rate, and serves Fortune 100 clients in industries like automotive and healthcare [3].

The company’s acquisition of FreightVerify in 2025 further cements its leadership. FreightVerify’s end-to-end visibility tools, which track 100 million shipments and serve 70,000 monthly active users, now integrate with Overhaul’s AI-driven risk analytics. This synergy enables clients to optimize inventory in motion and preempt disruptions—a critical edge in an era where supply chain delays cost businesses billions [4].

Competing in a Crowded Field

Overhaul faces formidable rivals like project44, FourKites, and Resilinc, but its differentiation lies in its dual focus on proactive risk mitigation and inventory intelligence. While competitors emphasize Transportation Management Systems (TMS) or predictive analytics, Overhaul’s platform combines real-time monitoring with strategic sourcing insights, addressing both operational and strategic pain points [5].

Moreover, the company’s recent debt facility and equity funding will fuel AI advancements and global expansion. Morgan Stanley’s 1GT climate fund, a participant in the Series C, signals growing institutional interest in sustainability-driven logistics solutions—a trend Overhaul is well-positioned to exploit [6].

Financials and Growth Trajectory

Overhaul’s financials tell a story of explosive growth. Revenue hit $136.5 million in 2025, up from $131.7 million in 2023, with a three-year revenue increase exceeding 300% [7]. This outpaces the SCRM market’s projected growth, suggesting strong unit economics and pricing power. The company’s ability to secure $105 million in a single round—its largest to date—also reflects its scalability and investor appetite for high-margin SaaS models in the logistics sector.

However, risks persist. Smaller players in the SCRM space struggle with legacy system integration and talent shortages, but Overhaul’s enterprise focus and deep-pocketed backers give it a buffer. Its 12 institutional investors, including MidCap Financial and Morgan Stanley, provide both capital and credibility [8].

The Verdict: A High-Conviction Play

Overhaul’s strategic acquisitions, AI-driven platform, and alignment with macro trends like nearshoring make it a compelling investment. The $105 million Series C will accelerate its march toward market dominance, particularly as businesses prioritize resilience over cost-cutting. With the SCRM market doubling in size by 2030, Overhaul’s ability to deliver both visibility and actionable intelligence positions it as a must-watch in the supply chain tech boom.

Source:
[1] Overhaul - 2025 Company Profile & Team [https://tracxn.com/d/companies/overhaul/__VWTpqlVcy6nVNfZWdGVkZWtzDkKlTAqZd-nnW-HgpIs]
[2] Supply Chain Risk Management Market Size and Share [https://www.mordorintelligence.com/industry-reports/supply-chain-risk-management-market]
[3] Overhaul Raises $105M for Supply Chain Risk Management [https://www.pymnts.com/news/investment-tracker/2025/overhaul-raises-105-million-dollars-supply-chain-risk-management-platform/]
[4] A New Era of Supply Chain Transparency Begins [https://www.prnewswire.com/news-releases/a-new-era-of-supply-chain-transparency-begins-overhaul-acquires-freightverify-302533020.html]
[5] Overhaul - Valuation, Funding & Investors [https://pitchbook.com/profiles/company/157480-03]
[6] Morgan Stanley Investment Management's 1GT Invests in... [https://www.nasdaq.com/press-release/morgan-stanley-investment-managements-1gt-invests-series-c-funding-overhaul-group]
[7] Overhaul Group Inc - $136.5 M Revenue [https://www.konaequity.com/company/overhaul-group-inc-4085785649/]
[8] Overhaul - Crunchbase Company Profile & Funding [https://www.crunchbase.com/organization/overhaul]