Investment Thesis

Reduce logistics cost by 18% while scaling to $2.4M ARR at 142% YoY growth.

Apex Capital Partners backs an AI-powered operations platform for mid-market logistics teams that need faster dispatching, tighter margins, and real-time shipment visibility without adding headcount.

$2.4M ARRAnnual recurring revenue
18,200Active monthly shipments
97%Gross revenue retention
Product analytics and operations planning screen
RouteIQ command center preview

Social Proof

Trusted by logistics operators moving high-volume freight lanes

Current design partners and beta users include teams operating regional and cross-border networks across retail, industrial, and cold-chain categories.

Atlas Freight Horizon 3PL Northline Cargo SwiftDock BlueRoute Ops
Profile of Taylor Brooks

Taylor Brooks

VP Operations, Atlas Freight

★★★★★

"Routing time dropped from four hours to thirty-five minutes, and on-time delivery improved by 12 points in 60 days."

Profile of Jordan Blake

Jordan Blake

Director of Logistics, Horizon 3PL

★★★★★

"Carrier Pulse increased lane-level margin by 9% and reduced empty miles by 15% during the first quarter."

Problem and Opportunity

Manual logistics workflows still burn margin at scale

Mid-market providers rely on fragmented spreadsheets and reactive dispatching. Apex unifies routing, carrier selection, and visibility so operators can protect SLA performance and unit economics.

Where inefficiency shows up

  • Dispatch teams spend up to 4 hours/day rebuilding routes manually.
  • Unoptimized carrier assignment creates 12-18% avoidable lane cost leakage.
  • Exception response is delayed by fragmented data and siloed communication.
Manual Planning
Margin Pressure
Data Fragmentation

Market size and capture path

TAM: $45B global logistics software
SAM: $12B mid-market North America
SOM: $1.4B target lanes and verticals
TAM
$45B
SAM
$12B
SOM
$1.4B

Solution

Three-step operating workflow built for real dispatch teams

RouteIQ, Carrier Pulse, and DockVision operate as one decision layer from shipment intake through exception resolution.

1

Ingest

Consolidate orders, lane history, and carrier constraints into one operating view with zero spreadsheet handoffs.

2

Optimize

Score route options by ETA risk, margin, and SLA thresholds before dispatch decisions are pushed live.

3

Execute and Monitor

Trigger exception alerts, auto-assign alternatives, and update customers in real time from a single command center.

Workflow planning board
Workflow orchestration layer
Product growth and KPI dashboard
Growth and performance module
Customer-facing visibility panel
Customer visibility and SLA tracking

Product Suite

Built as modular software, deployed as one operating system

The stack is designed to land with dispatch and expand into procurement, customer operations, and executive margin control.

Apex product suite interface

RouteIQ

AI dispatching engine that builds cost-efficient multi-stop routes with live ETA risk detection.

Primary users: Dispatch + Ops | Typical impact: -18% cost per route

Carrier Pulse

Embedded marketplace for faster carrier matching and dynamic lane pricing under capacity constraints.

Primary users: Procurement | Typical impact: +9% gross margin

DockVision

Real-time shipper portal for SLA monitoring, exception updates, and proactive customer communication.

Primary users: Customer Success | Typical impact: 32% fewer escalations

Traction

Execution quality is translating into durable growth metrics

The current operating profile combines fast expansion, strong retention, and disciplined unit economics.

$0M

Annual recurring revenue

0%

Year-over-year growth

0

Active monthly shipments

0%

Gross revenue retention

Revenue trend snapshot

Quarterly ARR progression over the last 12 months.

Q1Q2Q3Q4Now
NRR > 120% 5.2x LTV/CAC Payback < 9 months

Operational impact

Average improvement across active production deployments.

Routing time reduction-42%
Gross margin uplift+11%
On-time delivery delta+14 pts

Mini case study: regional 3PL expansion

Scaled from two to six hubs without adding planning headcount.

Before

  • Manual dispatch across six spreadsheets
  • Low visibility for late loads
  • Carrier capacity booked via email

After

  • Auto-routing with live ETA alerts
  • Exception risk flags in one dashboard
  • Instant carrier matches via marketplace

Team

Operators and builders with domain-specific execution history

Leadership combines freight operations depth, routing systems engineering, and enterprise deployment experience.

Avery Chen portrait

Avery Chen

CEO. Former VP Operations at FreightWorks, where she led network planning across 300+ lanes.

LinkedIn profile
Jordan Reyes portrait

Jordan Reyes

CTO. Built high-throughput routing services at LogiCore, processing millions of ETA decisions per month.

LinkedIn profile
Samira Patel portrait

Samira Patel

COO. Led enterprise rollouts for multi-site logistics software across regional and national operators.

LinkedIn profile

Current Raise

$1.2M Seed

Funding 18 months of product expansion, GTM acceleration, and implementation capacity.

Use of funds

  • Product40%
  • Sales30%
  • Hiring20%
  • Operations10%

Business model snapshot

  • Annual subscriptions from $18k to $120k depending on lane volume and modules.
  • Usage-based volume tiers tied to active shipments and SLA workflows.
  • Marketplace take rate on qualified carrier bookings.

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Investor FAQ

Key diligence topics answered upfront

Most requested context on defensibility, GTM motion, unit economics, and implementation scalability.

How defensible is the product?

Proprietary routing models trained on lane-level historical data, plus embedded marketplace liquidity and workflow lock-in.

What is the GTM motion?

Land with mid-market 3PLs, expand into shipper visibility, and monetize via subscription plus usage and take rate.

How do you manage market risk?

Diversified vertical exposure across retail, industrial, and cold-chain freight with lane concentration guardrails.

What do unit economics look like?

Current profile tracks to 5.2x LTV/CAC with payback inside nine months on the core operations module.

How do you scale implementation?

Six-week onboarding with prebuilt carrier integrations, standardized lane templates, and live operations playbooks.

What is the competitive moat?

Single operating layer that combines routing, procurement, and customer visibility with real-time margin forecasting.

Next Step

Ready to review the opportunity in detail?

Request the investor deck now, then schedule a call to walk through assumptions, risk factors, and funding milestones.