Supply Chain · sub-niche
Shipment tracking aggregators.
Track shipments across 100+ carriers — sea, air, land, parcel.
One-quarter buildSteady — one deal per month
Why now
Multi-carrier shipping is universal. The integration layer is fragmented.
What the signal looks like
Repos with carrier-API adapters, tracking-event libraries, and ETA-prediction models.
Public examples
We name publicprojects + categories only — never founders we track inside the paid product. The buyer’s edge stays inside the product.
- project44 shape
- FourKites / Shippeo
- Open-source shipment-track libraries
What this displaces
A 4-carrier login workflow + ETA guesses.
Our build-vs-invest call
Vertical SaaS. The moat is carrier coverage + ETA accuracy + integrations.
Common questions about this niche
- Buyer?
- 3PLs + shippers + retailers.
- Pricing?
- Per shipment or SaaS.
- Defensibility?
- Carrier breadth + accuracy.
More inside Supply Chain
- 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.
- Last-mile routing engines — Vehicle-routing + dispatch optimization for last-mile delivery.