⛓️ Supply Chain Tech Landscape 2025

We’ve reimagined Supplify’s Supply Chain Tech Map using Specter’s platform to surface 550+ companies redefining global logistics and trade. This landscape spans everything from TMS, cargo visibility, and procurement to automation, trade finance, sustainability, and digital documentation—providing a comprehensive view of how supply chains are transforming from rigid operations into intelligent, adaptive networks.

These are the companies building the infrastructure of tomorrow’s supply chain—layer by layer—Specter offers that essential visibility for corporates, tech providers, and investors looking to navigate and innovate in a far more connected and resilient ecosystem.

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Digital Freight Forwarding

Topship (🌟 Specter - Global Rank 4407)
Founded in Lagos by Moses Enenwali (CEO, ex-Sendbox) and Babatunde Junaid (CTO), Topship started as an Instagram account during the pandemic to help SMEs move goods abroad before joining Y Combinator (W22). Today it bills itself as “Flexport for Africa,” offering cross-border shipping for parcels and freight with real-time tracking, last-mile integrations, and a merchant-friendly platform. Topship raised $3.5m seed (May 16, 2022) backed by Flexport, Y Combinator, Soma Capital, CapitalX, True Capital, Immad Akhund, and Arash Ferdowsi. With 80k+ shipments and presence in 200+ cities, it’s scaling rapidly across Africa. Based in Lagos, Nigeria.

PalletPal (🌟 Specter - Global Rank 13791)
Launched in 2021 in Dubai by Adel Hamwi (CEO) with co-founders Kareem Ghanam, Antonio Chidiac, and Ali Nawaz, PalletPal emerged from frustrations with opaque freight processes for SMEs trading across MENA. The team built a digital freight forwarding platform connecting businesses with 50+ logistics partners for transparent, end-to-end booking and tracking. Raised $200k pre-seed (Sept 30, 2021) led by Draper Associates. Positioned as the “Booking.com for shipping” in the Middle East, PalletPal’s focus is on simplification, transparency, and productivity gains for regional exporters and importers. Based in Dubai, UAE.

SEND (🌟 Specter - Global Rank 15836)
Founded by Larry Oti and Kingsley Oti in Lagos, SEND graduated from Y Combinator’s W20 batch and set out to be the “Flexport for Africa.” The platform provides an operating system for African trade: booking ocean/air freight, managing customs clearance, warehousing, and offering supply-chain finance integrations. It has been backed by Ingressive Capital, Ventures Platform, Google for Startups, Y Combinator, Zrosk Investment, and UNCOVERED Fund. Recent disclosed round as non-equity assistance (Oct 2021). SEND focused on connecting African businesses to global supply chains with transparent pricing and compliance handling. Based in Lagos, Nigeria.

Distribusion Technologies (🌟 Specter - Global Rank 383763)
Founded in 2012 in Berlin by Johannes Thunert (CBO) and Thomas Doering (CEO), Distribusion built the world’s largest B2B ground-transportation distribution platform. Its API connects hundreds of bus, rail, airport shuttle, and ferry carriers to major travel retailers and OTAs. Raised as a $119m series c (Sept 26, 2024) led by TQ Ventures, with super pro-rata from Lightrock and prior backers like Creandum, HR Ventures, Northzone, bmp Ventures. With operations across 70+ markets, Distribusion is positioning itself as the global standard for sustainable intercity transport distribution. Based in Berlin, Germany.

Freight Procurement Solutions

Calico (🌟 Specter – Global Rank 3099)
Toronto-based Calico was founded in 2020 by Kathleen Chan (CEO), alongside Maraz Rahman and Khalid Khatib, after Chan’s prior experience scaling DTC brands exposed inefficiencies in sourcing and production. Positioned as an AI sourcing co-pilot for fashion brands, Calico connects growth-stage brands with vetted factories, digitizes purchase orders, and streamlines collaboration across supply chains. Raised a $2.1m seed (June 2, 2023) backed by Serena Ventures, Inovia, Maple VC, Forum Ventures, Gold House and others. Its mission is to modernize global apparel supply chains by reducing lead times and costs while prioritizing sustainable manufacturing. Based in Toronto, Canada.

Response (🌟 Specter – Global Rank 7255)
Founded by Keivan Shahida (CEO), Nolan Gray (CTO), and Kais Baillargeon (COO), San Francisco-based Response emerged from Y Combinator (W24) with a vision to eliminate “maverick spend” and unify indirect procurement. The platform gives companies personalized storefronts, automated PO approvals, and centralized dashboards to cut waste and improve visibility. Seed round on Feb 6, 2025 ($4.31m) backed by Y Combinator and TwentyTwo VC, which aligns with the company’s public announcement. Positioned as the “Notion for procurement,” Response is targeting SMBs and mid-market firms traditionally priced out of enterprise systems. Based in San Francisco, USA.

Lighthouz AI (🌟 Specter – Global Rank 8869)
Lighthouz AI was founded by Srijan Kumar (CEO) and Sonali Pattnaik (CTO), academics and engineers with backgrounds in machine learning and large-scale enterprise systems. The company spun out of their research on AI-driven procurement automation to reduce cycle times and procurement costs. Backed by Y Combinator (W24), Pioneer Fund, and z21 Ventures, Lighthouz is developing tools to automate B2B purchasing decisions while ensuring compliance and security. Last round as a $500k seed (Feb 1, 2025). Its positioning overlaps procurement and logistics, targeting procurement teams drowning in repetitive manual tasks. Based in San Francisco, USA.

Fairmarkit (🌟 Specter – Global Rank 265718)
Boston-based Fairmarkit was co-founded in 2017 by Kevin Frechette (CEO), Tarek Alaruri (COO), and Victor Kushch (CTO) to tackle enterprise tail-spend sourcing. Frustrated by manual, slow RFPs, the founders built an autonomous sourcing platform that automates event creation, supplier selection, and savings analytics. Used by enterprises including BT, ServiceNow, and the U.S. Air Force, Fairmarkit integrates directly with SAP Ariba, Coupa, and Oracle. $77.5m total funding with a Series C (Sept 1, 2022) led by OMERS Growth Equity, Insight Partners, ServiceNow, and Highland Capital. With claims of reducing sourcing events from days to minutes and producing 90% below-benchmark bids, Fairmarkit is a category-defining player. Based in Boston, USA.

IoT and Sensors (Asset Tracking)

Terminal (🌟 Specter – Global Rank 4160)
Toronto-based Terminal was founded by Raghav Midha (CEO) and Connor Giles (CTO), both with backgrounds in logistics and software, to simplify telematics integration. Their vision: a “Plaid for telematics” — a universal API that unifies fragmented vehicle and asset data streams for insurers, fleet managers, and digital freight platforms. $3.1m seed (Dec 12, 2023) backed by Y Combinator, Golden Ventures, Northside Ventures, Wayfinder Ventures, McVestCo (Trimac) and several angels. By normalizing GPS and IoT data, Terminal helps partners accelerate onboarding, product launches, and risk modeling. HQ: Toronto, Canada.

Sensefinity (🌟 Specter – Global Rank 51474)
Founded in Berlin by Orlando Remédios (CEO), Marco Marques (CTO), and Tiago Nascimento (Hardware Lead), Sensefinity builds IoT and cloud systems to create the “Internet of Cargo.” Its sensors and platform monitor maritime containers, pallets, and cold-chain goods — enabling real-time visibility and predictive alerts for spoilage, loss, or theft. $5.3m total funding, last seed round on Sept 22, 2023, from investors including Techstars, Katapult, LC Ventures, REDangels, EIT Digital, and H-Farm. Sensefinity has also partnered with Sateliot to use low-earth orbit satellites for 5G IoT container tracking. HQ: Berlin, Germany.

Adapt Ideations (🌟 Specter – Global Rank 149368)
Adapt Ideations was founded by Prashanth Dharawath (CEO), Prithu Hazarika (CPO), Anirban Gupta (Director), and Sai Kiran Thatikonda (Co-founder) to solve supply-chain visibility challenges for cold-chain and high-value assets. Its KELVIN real-time trackers and PIXEL cold storage loggers provide continuous monitoring for pharma, life sciences, and perishables. Raised on Mar 8, 2022 (series unknown) with backing from Red Door Capital Partners. Adapt has received awards for vaccine supply-chain monitoring and emphasizes sustainability, compliance, and engineering-first design. HQ: Sydney, Australia.

Kargo (🌟 Specter – Global Rank 381373)
Founded in San Francisco by Sam Lurye, Kargo brings computer vision to the loading dock, turning the first touchpoint of the supply chain into a source of automated freight data. Its Kargo Tower scans shipments for condition, dimensions, and labels without manual entry or RFID, feeding directly into WMS and ERP systems. $49.4m total funding, last raise on Jun 6, 2025 (Series Unknown) backed by Matter Venture Partners, Founders Fund, Flexport Ventures, Sozo Ventures, Lineage Logistics, and Activant Capital. Reports confirm the round as $18.4m series a extension, expanding Kargo’s deployments across Armada’s 240+ distribution docks. HQ: San Francisco, USA.

Last Mile Delivery Optimization

PackUpp (🌟 Specter – Global Rank 4876)
Founded in Istanbul by Semih Emre Özcan (CEO) and Rıdvan Göçemen (COO), PackUpp emerged in 2020 to address the growing demand for fast, reliable e-commerce logistics in Turkey. The company offers same-day, next-day, and 3-hour express deliveries via a tech-driven, asset-light platform with live tracking and API integrations. Funding: $4m seed on 2022/12/01, backed by TRANGELS, Keiretsu Forum, Techventure, Alesta Yatırım, and others. PackUpp has delivered 1M+ packages in its first year, maintains 99%+ customer satisfaction, and is targeting expansion into Europe and the US. HQ: Istanbul, Turkey.

ZeoAuto (🌟 Specter – Global Rank 9016)
ZeoAuto (Zeo Route Planner) was created in Mumbai by Kshitij Dixit (CEO), Nimit Mehra, and Ritesh Singh (CTO) after they encountered inefficiencies in route planning for SMEs. The platform provides multi-stop optimization, fleet tracking, and proof-of-delivery, used by over 10k businesses and 1.5M drivers globally. Funding: $1.35m seed on 2020/04/05, backed by Y Combinator, Soma Capital, Pioneer Fund, Liquid 2 Ventures, and others. Positioned as a “Google Maps for logistics teams,” ZeoAuto serves sectors from e-commerce to HVAC and waste management. HQ: Mumbai, India.

Shipmates (🌟 Specter – Global Rank 14468)
Shipmates, founded in Manila by Josh Supan (CEO) and David Marquez (CTO), streamlines courier aggregation for e-commerce sellers. The platform connects Shopify and online merchants to a range of courier services, offering automated waybill generation, cash-on-delivery support, and unified tracking. Funding: $2.2m seed on 2022/09/08, backed by Y Combinator, Wavemaker Partners, Cathexis Ventures, Capital X, Sketchnote, and others. With over 30 courier integrations, Shipmates is scaling quickly to dominate Southeast Asia’s fragmented last-mile landscape. HQ: Makati City, Philippines.

HIVED (🌟 Specter – Global Rank 21785)
HIVED, founded in London by Murvah Iqbal (CEO) and Mathias Krieger (CPO), is building a fully electric parcel network with proprietary routing software (“HIVEDmind”) to provide carbon-free, cost-competitive delivery for e-commerce. $59.75m total funding, most recently a series b on 2025/07/03, backed by NordicNinja VC, Yamato Holdings, Maersk, Planet A Ventures, Rocketship.vc, and others. Official press confirms a $42m series b for UK expansion beyond London. HIVED differentiates with electrified vans, bikes, and depots optimized for efficiency and emissions reduction. HQ: London, UK.

Network Optimization

BiggerPicture (🌟 Specter – Global Rank 12602)
Founded in Encinitas, California by Deema Succar Adada (CEO), BiggerPicture set out to solve inefficiencies in dock scheduling and appointment management for freight brokers, carriers, and warehouses. The team, which went through Y Combinator (S22), built an AI-powered scheduling layer that plugs into transportation workflows to reduce detention, idle time, and manual phone/email coordination. Funding: $500k pre-seed on 2022/08/22, backed by Y Combinator and Carya Venture Partners. BiggerPicture has pitched itself as the “Calendly for freight scheduling,” helping shippers automate coordination at scale. HQ: Encinitas, USA.

Transmetrics (🌟 Specter – Global Rank 47166)
Transmetrics was founded in Sofia, Bulgaria by Asparuh Koev (CEO) and Anna Shaposhnikova (CCO) to bring predictive analytics and machine learning into logistics planning. The company integrates with TMS/ERP systems to forecast flows, optimize fleet usage, and reduce empty miles, with customers including top European carriers. Funding: $9.99m total, latest grant on 2023/09/15 backed by the European Commission, EIC, LAUNCHub Ventures, and others. Transmetrics has been recognized by the EU for innovation and is a member of the EIC Scaling Club. HQ: Sofia, Bulgaria.

Jigcar (🌟 Specter – Global Rank 54331)
Founded in London by Elliott Perks (CEO), Rupert Wood (CPO), and Jackson Jacob (CTO), Jigcar focuses on automotive logistics optimization, building software for dealer groups to better manage inter-dealer transfers, yard operations, and fleet movements. The team brings experience from high-growth SaaS firms and auto marketplaces like Cazoo. Funding: $1m pre-seed on 2024/08/08, backed by Concept Ventures. Positioned as “the missing piece in automotive logistics,” Jigcar targets both operational efficiency and improved visibility in dealer supply chains. HQ: London, UK.

Optimal Dynamics (🌟 Specter – Global Rank 383721)
Spun out of Princeton University research by Daniel Powell (CEO) and his father Prof. Warren Powell (Chief Innovation Officer, Princeton emeritus), Optimal Dynamics built a decision automation layer for trucking powered by “Artificial Decision Intelligence.” Its platform automates complex planning under uncertainty, helping carriers decide which loads to haul, which to reject, and how to allocate fleets. Funding: $95.8m total, series c on 2025/05/12 backed by Koch Disruptive Technologies, Bessemer, Activate Capital, Westly Group, and others. Official announcements confirm a $40m series c. HQ: New York City, USA.

Risk Management Solutions

Resilire (🌟 Specter – Global Rank 4448)
Tokyo-based Resilire was founded in 2018 by Yudai Tsuda (CEO) to give enterprises a risk “digital twin” of their supply chains. The SaaS platform maps multi-tier supplier networks, simulates disruption scenarios, and automates alerts across ecosystems. It has been adopted by Japanese manufacturers and logistics players and is partnered with Toyota Tsusho on a one-stop risk response solution. Funding: $3.97m total, most recently Debt Financing on 2024/11/07, backed by investors including Archetype Ventures, DNX Ventures, Globis Capital Partners, DEEPCORE, STRIVE, Mizuho Capital, and Japan Finance Corporation. HQ: Minato, Japan.

Overwatch Data (🌟 Specter – Global Rank 6777)
Founded in New York by Arjun Bisen (CEO), Zara Perumal (CTO), and Tad Mielnicki, Overwatch Data monitors global information streams to flag fraud, supply-chain, geopolitical, and brand risks. Its SaaS platform applies NLP and machine learning to OSINT, alerting enterprise clients to threats in real time. The team brings experience from MIT CSAIL, policy research, and enterprise security. Funding: $650k total, most recently Non-Equity Assistance on 2023/07/13 via the Google for Startups Latino Founders Fund, alongside Pathlight Ventures and Y Combinator support. HQ: New York, USA.

Indemni (🌟 Specter – Global Rank 61338)
Indemni Technologies, founded in San Francisco in 2024 by Omar Draz (Co-founder) with co-founders including Zach En’Wezoh and Anderthan Hsieh, is a YC-backed startup tackling cargo theft and fraud prevention. Its AI platform verifies carriers in real time, monitors insurance compliance, and uses fraud pattern detection to reduce losses for brokers, warehouses, and shippers. Funding: undisclosed, with the latest being Non-Equity Assistance on 2024/09/12, including participation in Lloyd’s Lab. The company reports having protected $33m+ in cargo and prevented $5m in attempted theft, processing millions of shipments monthly. HQ: San Francisco, USA.

Overhaul (🌟 Specter – Global Rank 85082)
Austin-based Overhaul was founded in 2016 by Barry Conlon (CEO) and David Broe (Co-founder) to address in-transit risk, visibility, and compliance for global shippers. Its SaaS platform integrates telematics, IoT, and incident response teams, serving clients in life sciences, high tech, and food & beverage. Overhaul reports a 78% shipment recovery rate on theft events and proactive monitoring for temperature-sensitive cargo. Funding: $304.9m total, most recently a series c on 2025/08/20, backed by Edison Partners, Macquarie Capital, StepStone Group, and Morgan Stanley Investment Management, among others. This aligns with official announcements of a $105m series c in 2025. HQ: Austin, Texas.

Supply Chain Planning

Moselle (🌟 Specter – Global Rank 1674)
Toronto-based Moselle was founded by Lakhveer Singh Jajj (Founder & CEO) to help e-commerce and consumer brands manage inventory forecasting and procurement without relying on spreadsheets. Its AI-powered planning assistant automates demand forecasting, purchasing, and replenishment. Funding: $1.54m total, seed on 2024/10/08, backed by AQC Capital, Highline Beta, MaRS IAF, Rebellion Ventures, Singh Capital Partners, Top Knot Ventures, and True. Moselle is already used by SMB brands to cut costs and time in supply chain management. HQ: Toronto, Canada.

The Forecasting Company (🌟 Specter – Global Rank 1942)
Founded in 2024 in San Francisco by Geoffrey Négiar and Joachim Fainberg, The Forecasting Company applies foundation models to time-series forecasting, branding its flagship product Retrocast as “ChatGPT for forecasting.” The team joined Y Combinator (S24) with the goal of making forecasting infrastructure available for any dataset, from logistics flows to financials. Funding: $500k total, pre-seed on 2024/09/25, backed by Y Combinator. HQ: San Francisco, USA.

Poka Labs (🌟 Specter – Global Rank 8791)
Poka Labs was founded in San Francisco by Malay Shah (CEO) and Andrew Bass (Co-founder) in 2024 after identifying inefficiencies in the chemical supply chain. The company builds AI agents for chemical industry operations, spanning production scheduling, supply chain forecasting, and procurement automation. It graduated from Y Combinator (S24) and has attracted investor attention for focusing on an overlooked vertical. Funding: $2.5m total, pre-seed on 2024/09/25, backed by Flybridge, Liquid 2 Ventures, Pioneer Fund, and Y Combinator. HQ: San Francisco, USA.

Daybreak (🌟 Specter – Global Rank 381,438)
Daybreak (formerly Noodle.ai) is a San Francisco-based AI-first supply chain planning company. Originally founded by Stephen Pratt, it rebranded in 2024 when Stephen R. Collins became CEO. Daybreak’s platform combines AI predictions, decision systems, and agentic assistants to automate up to 40% of planning workflows and boost forecast accuracy by 10%+. Funding: $112m total, series a on 2025/06/10, backed by TPG Growth, Dell Technologies Capital, Honeywell Ventures, and ServiceNow. Official press confirms a $15m round in 2025 to accelerate deployment. HQ: San Francisco, USA.

Transportation Management System

CommodityAI (🌟 Specter – Global Rank 4071)
CommodityAI is a YC W24 startup founded in 2024 by Daniel Cervoni, Kyle Franz, and Philip Koenig to automate physical-commodity operations—shipment management, document processing, and cross-team workflows—so traders can move off spreadsheets and emails. Funding: $500k total; last raised 2024/03/01 – pre-seed (investor: Y Combinator). HQ: San Francisco, USA.

Haul (🌟 Specter – Global Rank 4633)
Founded by Tim Henry and Toan Nguyen Le (ex-Uber Freight operators), Haul began as an on-demand CDL driver platform and expanded into AI-enabled compliance & safety for fleets. Funding: $13m total; last raised 2022/02/16 – seed (backers include B Capital, FJ Labs, GFC, Hack VC, WTI, and others). In June 2025, Fleetworthy announced it acquired Haul, with multiple outlets confirming the deal and positioning the tech inside Fleetworthy’s compliance suite. HQ: San Mateo, USA.

TrackChain (🌟 Specter – Global Rank 14044)
TrackChain (YC S21) was founded by Hugo Álvarez and Eduardo Narváez to build an AI-native logistics OS that orchestrates autonomous freight execution—from procurement and planning to dispatch, tracking, and delivery—across modes. Funding: $4.04m total; last raised 2025/02/12 – seed; investors: Act One Ventures, AngelHub VC, JAM Fund, Soma Capital, Super Capital VC, Y Combinator. External investor snapshots corroborate several of these names. HQ: San Francisco, USA.

Waabi (🌟 Specter – Global Rank 265,707)
Founded in 2021 by Prof. Raquel Urtasun (ex-Chief Scientist, Uber ATG Toronto), Waabi builds an AI-first virtual driver and high-fidelity simulator (Waabi World) for autonomous trucking. Funding: $283.04m total; last raised 2024/06/18 – series b; external PR confirms a $200m series b co-led by Uber and Khosla Ventures, with strategic investors including NVIDIA, Volvo Group Venture Capital, Porsche SE, Scania/Scania Invest, Ingka Investments. HQ: Toronto, Canada.

Warehouse Management Systems

General Trajectory (🌟 Specter – Global Rank 11311)
General Trajectory is training vision-language-action models to automate warehouse work—starting with palletization, picking, sorting, and packing. Origin story: founded in 2024 by Joshua Belofsky, who did ML research at NASA Ames and Caltech before launching the company; the startup joined YC W25 to pursue “reasoning models for robotics.” In pre-seed / seed, backed by Y Combinator, with a total funding of $500k, last raised 2025/03/12 – pre seed. HQ: San Francisco, USA.

Trackstar (🌟 Specter – Global Rank 12671)
Trackstar is the “Plaid for supply-chain logistics”—a universal API for WMS that normalizes dozens of warehouse systems into a single developer-friendly schema (docs and PR outline the platform and customer use-cases). Founded in 2021 by Daniel Langer (ex-Datadog product) and Jeremy Schneck (ex-Oak Hill Advisors), YC W23. In pre-seed / seed, backed by TMV and Y Combinator, with a total funding of $3.1m, last raised 2023/11/30 – seed. HQ: New York, USA.

GoRamp (🌟 Specter – Global Rank 46361)
GoRamp provides a cloud WMS with dock-scheduling and yard-management (YMS) that integrates with WMS/TMS/ERP to cut dwell time and streamline inbound/outbound. Founded in 2017 in Vilnius by Jevgenij Polonis, Marius Repecka, and Ugnė Palionytė—operators from freight/shipper backgrounds. In pre-seed / seed, backed by Lead Ventures, Presto Ventures, Startup Wise Guys, Willgrow (and angels), with a total funding of $5.86M, last raised 2023/07/20 – seed. HQ: Vilnius, Lithuania.

Pickle Robot (🌟 Specter – Global Rank 722)
Pickle Robot builds AI-enabled unloading robots for floor-loaded trailers and import containers—turning one of the most manual, injury-prone dock tasks into a software-defined workflow. Origin: founded in Cambridge, MA by AJ (Andrew) Meyer, Ariana Eisenstein, and Dan Paluska—a team of MIT-trained builders with deep robotics pedigree. In Growth Stage, backed by investors including Toyota Ventures, Third Kind, Catapult Ventures, Ranpak, Teradyne Robotics Ventures, with a total funding of $102.45m and last raised 2024/11/11 – series b. Official press confirms a $50m series b and 30+ production unload systems ordered for 1H25. HQ: Cambridge, MA, USA.

Strategic Outlook

AI-native supply chains are stratifying fast. In digital freight forwarding, Topship’s “Flexport for Africa” model grew from an Instagram DM lane to YC-backed cross-border ops—real-time tracking, last-mile integrations, merchant-friendly UX—while PalletPal packages 50+ logistics partners into a Booking.com-style experience for MENA SMEs. SEND extends the playbook with customs, warehousing, and trade finance rails for African exporters, and Distribusion abstracts global ground transport via a retailer-ready API spanning bus/rail/shuttle—sustainable intercity distribution at platform scale.

Freight procurement is getting an AI co-pilot. Calico streamlines sourcing for fashion—with vetted factories, PO digitization, and collaborative workflows—born from scaling DTC brands. Response (YC W24) turns indirect spend into a personalized storefront plus automated approvals; Lighthouz AI applies research-grade ML to collapse purchasing cycles; and Fairmarkit auto-orchestrates tail-spend RFPs, integrating directly with Coupa/Ariba/Oracle to turn days-long sourcing into minutes.

At the edge, sensing meets autonomy. Terminal’s “Plaid for telematics” normalizes truck/trailer data for insurers and fleet software; Sensefinity pushes 5G-IoT smart containers (LEO satellite partnerships in tow); Adapt Ideations instrument cold-chain pharma with real-time trackers and loggers; and Kargo turns the loading dock into a computer-vision sensor—dock-side metadata that reconciles straight into WMS/ERP.

Last-mile is optimizing for speed and carbon. PackUpp grew a tech-first, asset-light network (3-hour, same-day, next-day) for Turkey’s e-commerce wave; ZeoAuto (Zeo Route Planner) brings multi-stop optimization, PoD, and fleet ETAs to SMBs; Shipmates unifies courier aggregation for Southeast Asia’s fragmented market; and HIVED runs a fully-electric parcel network—HIVEDmind routing over vans and bikes—to match SLAs with a lower emissions footprint.

Network optimization is shifting from spreadsheets to decision layers. BiggerPicture automates scheduling between carriers and warehouses (“Calendly for docks”); Transmetrics fuses forecasts with capacity planning to kill empty miles across European fleets; Jigcar targets dealer-to-dealer movement and yard ops with an auto-logistics OS; and Optimal Dynamics (Princeton-spun) deploys “artificial decision intelligence” so carriers choose loads and allocate fleets under uncertainty.

Risk is getting continuous and contextual. Resilire builds a supply-chain risk digital twin—multi-tier mapping, drills, and alerting (Toyota Tsusho partnership). Overwatch Data applies OSINT/NLP for fraud, brand, and supply-chain threat intel; Indemni verifies carriers in real time and flags theft/fraud patterns across brokers and yards; Overhaul blends telematics, sensors, and 24/7 security centers for in-transit risk with high recovery rates.

Planning is becoming an AI-first OS. Moselle gives SMB brands an assistant for demand/replenishment/purchasing; The Forecasting Company (Retrocast) pushes foundation-model forecasting for any time series; Poka Labs builds chemical-industry agents to plan schedules/inventory/procurement; and Daybreak (ex-Noodle.ai) merges prediction + decision + assistants to automate hefty chunks of supply-chain planning.

TMS is splitting along data and autonomy lines. CommodityAI automates commodity-ops workflows for traders; Haul began in CDL labor marketplaces and broadened into compliance/safety (now folded into Fleetworthy); TrackChain (YC S21) aims at autonomous freight execution across planning→dispatch→delivery; and Waabi advances a simulation-first virtual driver for long-haul autonomy.

Warehouses are going API-first and robot-native. General Trajectory trains vision-language-action models for palletizing/picking/packing; Trackstar offers a universal WMS API so apps read/write warehouse data with one schema; GoRamp fuses WMS with dock/yard scheduling to crush dwell time; and Pickle Robot unloads floor-loaded trailers/containers with AI robots—turning the dock door into software.

Capital is pouring in across the stack: recent raises include Distribusion ($119m series c, 2024); Optimal Dynamics ($40m series c, 2025; $95.8m total); Overhaul ($105m series c, 2025; $304.9m total); HIVED ($42m series b, 2025; $59.75m total); Kargo ($18.4m a-extension, 2025; $49.4m total); Fairmarkit (series c, 2022; $77.5m total); Waabi ($200m aeries b, 2024; $283m total); plus seeds and pre-seeds across Calico ($2.1m), Response ($4.31m), Lighthouz ($0.5m), Trackstar ($3.1m), TrackChain ($4.05m), Terminal ($3.1m), Topship ($3.5m), PalletPal ($0.2m), and more.

What’s next? Expect composable logistics stacks: dock-vision (Kargo), telematics aggregation (Terminal), universal WMS APIs (Trackstar), and autonomous planning layers (Optimal Dynamics, The Forecasting Company) stitched into agentic planning OSes (Daybreak, Moselle). Risk twins (Resilire/Indemni/Overwatch) will operate alongside electrified last-mile networks (HIVED) and autonomy pilots (Waabi), while freight procurement (Calico/Response/Lighthouz) plugs directly into execution. The operating system for supply chains is coming online—sensed at the edge, optimized at the network, automated in the warehouse, and financed in-flow.

Key Takeaways

Digital freight is shifting from generic brokers to region-native, end-to-end platforms. Topship scales “Flexport for Africa” from a YC-born Instagram hack to cross-border parcel/freight with tracking and last-mile plugs; PalletPal re-bundles SME shipping across MENA with a Booking.com-style marketplace; SEND packages OS-level booking, customs, and finance for African traders; and Distribusion standardizes global ground transport pipes so bus/rail/shuttle inventory reaches major OTAs at scale.
Procurement is compressing discovery→PO→collaboration into AI copilots. Calico turns fashion sourcing into a guided workflow for vetted factories and digitized POs; Response (YC W24) wraps storefronts, automated approvals, and spend controls to kill maverick purchases; Lighthouz AI applies research-grade ML to automate purchasing decisions with compliance baked in; and Fairmarkit industrializes tail-spend events so enterprises sprint from RFP to award with system-of-record integrations.
Visibility is evolving from point sensors to “internet of cargo” plus dock-edge vision. Terminal unifies fragmented telematics via a universal API for fleets, insurers, and risk teams; Sensefinity pairs container sensors with satellite links for 5G IoT coverage; Adapt Ideations instruments cold chain with real-time trackers/loggers; and Kargo moves computer vision to the loading dock, turning arrivals into structured freight data that syncs straight into WMS/ERP.
Routing and networks are moving from dashboards to decision automation (and greener fleets). PackUpp and ZeoAuto push last-mile performance with route optimization, proof-of-delivery, and SMB-friendly ops; Shipmates unifies courier aggregation for SEA merchants; HIVED builds an all-electric parcel network steered by HIVEDmind; while BiggerPicture automates dock scheduling, Transmetrics forecasts flows to cut empty miles, Jigcar optimizes inter-dealer vehicle moves, and Optimal Dynamics applies Princeton-borne AI to make load and allocation decisions under uncertainty.
TMS/WMS are becoming developer-first and robot-native. CommodityAI automates physical-commodity ops from docs to shipment workflows; Haul folds on-demand CDL talent and compliance into a broader fleet stack post-acquisition; TrackChain aims for an AI logistics OS spanning plan→dispatch→delivery; Waabi advances an AI-first virtual driver for trucking; and in the warehouse, General Trajectory trains VLA models for palletizing/picking, Trackstar ships a universal WMS API, GoRamp fuses dock/yard scheduling with WMS, and Pickle Robot unloads floor-loaded trailers with production-scale robotic systems.