bullish

Govini

$100M/year Palantir For Supply Chain

105 Views15 Oct 2025 08:00
TL;DR: Emerging from the Pentagon's 2010s push to de-risk defense supply chains, Govini sells high-margin SaaS ($15K-$150K per seat) that helps agencies trace components, identify single-source vendors, and eliminate foreign exposure. Sacra estimates Govini hit $100M in annual recurring revenue (ARR) in October 2025, up from $58M at the end of 2024, raising $150M (Bain Capital) at a ~$1B valuation. For more, check out our full report and dataset...
What is covered in the Full Insight:
  • Introduction to Govini's SaaS for Supply Chain
  • Growth Trajectory and Financial Performance
  • Strategic Government Partnerships and Agreements
  • Market Competition and Valuation Comparisons
  • Future Expansion and Sector Opportunities
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
chart-bar
Price Chart(Sign Up to Access)
analytics-chart
  • $100M/year Palantir For Supply Chain
    15 Oct 2025
x