Overhaul

Challenger

Raised $105M Series C (Aug 2025) from Morgan Stanley 1GT and Springcoast Partners. Protects $1.4T in cargo. 99.9% shipment protection rate. Clients: Microsoft, Dyson, Bristol Myers Squibb.

Cargo Security & Risk Management
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Company Overview

About Overhaul

Overhaul is the dominant platform for in-transit supply chain risk management, providing real-time cargo visibility, security monitoring, and risk intelligence for high-value and sensitive shipments. The company raised $105 million in Series C financing in August 2025 from Morgan Stanley 1GT and Springcoast Partners, protecting $1.4 trillion in cargo with a 99.9% shipment protection rate for anchor clients including Microsoft, Dyson, Bristol Myers Squibb, and CEVA Logistics.

Business Model & Competitive Advantage

The platform combines IoT device tracking, AI-powered behavioral anomaly detection, and intelligence feeds from law enforcement and cargo theft networks to detect and prevent shipment theft, diversion, and tampering in real time. Overhaul recently acquired FreightVerify, adding item-level tracking and inventory intelligence to a platform that previously focused primarily on pallet and container-level visibility.

Competitive Landscape 2025–2026

Morgan Stanley's climate-focused 1GT fund participation reflects the temperature-controlled pharmaceutical and food logistics angle: Overhaul's monitoring of cold chain integrity is critical for pharmaceutical shipments where temperature excursions can destroy millions of dollars in product and create patient safety risks. This life sciences cold chain use case provides premium pricing power that general cargo visibility tools cannot command.

Revenue
$105M
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Key Differentiators

Strong Challenger

Overhaul is an established challenger with significant market presence and competitive offerings in Supply Chain.

Growth Stage

Overhaul has achieved $105M in revenue, demonstrating strong product-market fit.

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