Supply Chain · sub-niche
Last-mile routing engines.
Vehicle-routing + dispatch optimization for last-mile delivery.
Team-sized buildSteady — one deal per month
Why now
Last-mile cost is 53% of total shipping. Routing optimization saves 10-30%.
What the signal looks like
Repos with VRP-optimization libraries, dispatch-workflow tools, and driver-app integrations.
Public examples
We name publicprojects + categories only — never founders we track inside the paid product. The buyer’s edge stays inside the product.
- Onfleet shape
- Routific
- Open-source VRP libraries
What this displaces
A Google Maps + a paper manifest.
Our build-vs-invest call
Vertical wedge. The moat is the optimization accuracy + the driver workflow + the integration breadth.
Common questions about this niche
- Buyer?
- Last-mile delivery + couriers + 3PLs.
- Pricing?
- Per driver per month.
- Defensibility?
- Accuracy + 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.
- Freight broker SaaS — TMS + load-board + carrier-management for freight brokers.