Supply Chain · sub-niche
Freight broker SaaS.
TMS + load-board + carrier-management for freight brokers.
One-quarter buildSteady — one deal per month
Why now
Freight brokerage is fragmented. Most brokers use 4-5 tools poorly. The integrated wedge is open.
What the signal looks like
Repos with load-board adapters, carrier-management libraries, and EDI / API integrations.
Public examples
We name publicprojects + categories only — never founders we track inside the paid product. The buyer’s edge stays inside the product.
- Convoy adjacency
- Loadsmart shape
- Open-source freight-broker libraries
What this displaces
DAT + a TMS from 2008 + spreadsheets.
Our build-vs-invest call
Vertical SaaS. Fund only with freight-industry team. The moat is the integration + the workflow + the AI.
Common questions about this niche
- Buyer?
- Mid-market freight brokers.
- Pricing?
- Per user per month.
- Defensibility?
- Integration + workflow.
More inside Supply Chain
- Shipment tracking aggregators — Track shipments across 100+ carriers — sea, air, land, parcel.
- Trade finance rails — Letter-of-credit + invoice-finance + cross-border-payments rails for SMB importers + exporters.
- Customs automation LLMs — HTS classification + customs-documentation + duty-calculation LLMs.
- Last-mile routing engines — Vehicle-routing + dispatch optimization for last-mile delivery.