Northbay Logistics AI

The AI operations layer that automates freight brokerage back-office work, from inbound rate confirmations to booked loads.

Seed Round · $3.5M · July 2026

Northbay Logistics AI · Confidential — Prepared exclusively for Overline Ventures

The Problem

Freight brokerages are drowning in manual work

01

Dispatchers spend 38% of every shift on manual data entry — rekeying rate confirmations, BOLs, and carrier packets by hand.

02

Load-tracking check-in calls consume 3+ hours per dispatcher, per day — time that should be spent closing new freight.

03

Back-office headcount scales linearly with load volume — brokerages can't grow revenue without growing overhead at the same rate.

73% of mid-size brokerages

cite operational overhead — not demand — as their #1 blocker to growth. (TIA 2026 Brokerage Operations Survey)

The Cost

What manual operations actually cost a brokerage

Every hour spent on data entry is an hour not spent booking freight or servicing carriers. The math compounds fast.

$184K

average annual cost of manual ops
per 10-person brokerage desk

5.2 hrs

lost per employee, per day,
to non-revenue admin work

22%

margin erosion from operational
inefficiency, industry-wide

The Solution

Northbay Logistics AI automates the freight desk end to end

An AI operations layer that sits between your TMS and your inbox — reading, matching, and executing so your team can sell.

Autonomous Load Matching

AI ranks and matches loads to the right carrier network in seconds, weighing rate, lane history, and reliability.

Real-Time Document Intelligence

Rate confirmations, BOLs, and carrier packets are read, extracted, and pushed into your TMS with zero manual entry.

Predictive Carrier Scoring

A live reliability score for every carrier in your network — built on on-time %, comms, and claims history.

How It Works

From inbound email to booked load in under 90 seconds

1

Ingest

Emails, EDI, and carrier portals are pulled into one unified inbox, automatically.

2

Extract

LLM-based document parsing pulls rate, lane, weight, and equipment data with 99.2% accuracy.

3

Match

The load is scored against your live carrier network and ranked by rate, reliability, and lane fit.

4

Execute

Confirmations, check-in calls, and TMS updates fire automatically — a human only reviews exceptions.

Product

Built for the desk your dispatchers already live in

Dispatch Command Center

Live load board, carrier scores, and exception queue in one view

Carrier Intelligence Dashboard

Reliability scoring, on-time trends, and claims history per carrier

Why Now

Three shifts just made this the right moment

2024

LLM document-extraction accuracy crosses the enterprise-grade threshold, making fully automated freight paperwork viable for the first time.

2025

A prolonged freight recession forces brokerages to cut operating cost per load rather than add headcount — automation shifts from "nice to have" to survival.

2026

API-first TMS platforms (McLeod, Aljex, Turvo) open their ecosystems, letting AI-native tools plug in without a multi-year integration cycle.

Market Size

A $42B market, and we only need a sliver

$42B

TAM — Global freight brokerage software

$8.6B

SAM — US mid-market brokerage tech

$340M

SOM — AI-native ops tooling, 3-yr serviceable

Business Model

Simple, seat-and-usage SaaS pricing

Starter

$499/mo

Up to 500 loads / month
Document intelligence
Email support

Growth
$1,499/mo
Up to 3,000 loads / month
Autonomous load matching
Carrier scoring engine
Priority support + onboarding

Enterprise

Custom

Unlimited load volume
Dedicated TMS integration
SLA + white-glove support

Traction

Eight months of consistent, compounding growth

$86K

MRR

42

Paying Customers

118%

Net Revenue Retention

4.2 wks

CAC Payback

$9K

Nov

$14K

Dec

$21K

Jan

$29K

Feb

$41K

Mar

$56K

Apr

$70K

May

$86K

Jun

Go-To-Market

Three channels, all already converting

Verified Outbound

Direct outreach to FMCSA-registered brokerages, segmented by fleet size and lane density.

$420

CAC

Conference Partnerships

Co-marketing with TIA, Manifest, and regional freight associations to reach decision-makers directly.

$610

CAC

Content & SEO

Dispatcher-pain-point content ranking for high-intent search terms — our lowest-cost, fastest-growing channel.

$180

CAC

Competition

The only full-platform, fully-automated player

Full Platform

Point Solution

Automated

Manual

Legacy TMS Add-ons

Doc-Scan Point Tools

Manual BPO Services

Northbay Logistics AI

Positioned to win

Competitors are either narrow point tools or manual outsourced labor. Northbay Logistics AI is the only vendor offering full-platform coverage with true end-to-end automation.

Team

Operators who've lived the problem

MR

Marcus Reyes

Co-Founder & CEO

Former Ops Lead at Uber Freight. Ran brokerage operations for a 400-load/week desk before going all-in on automation.

AK

Aisha Khan

Co-Founder & CTO

Ex-Samsara ML engineer. Built real-time telematics inference systems processing 1B+ events/day.

ST

Sofia Tran

Head of Growth

Former enterprise sales lead at Flexport. Built and scaled the mid-market freight vertical from $0 to $40M ARR.

Financials

Three-year plan, funded by this round

Metric	Y1	Y2	Y3
Revenue	$1.2M	$5.4M	$14.8M
Gross Margin	71%	78%	82%
Customers	120	410	980
EBITDA	-$1.1M	-$0.4M	$2.6M

REVENUE TRAJECTORY, QUARTERLY — Y1 TO Y3

The Ask

Raising $3.5M to reach Series A metrics

$3.5M

Seed Round · SAFE, $18M cap

Engineering & Product45%

Sales & GTM30%

Ops & Infrastructure15%

Reserve10%

This round funds 22 months of runway, targeting $500K MRR and Series A readiness by Q4 2027.

Let's build the future of freight, together.

We're raising $3.5M to bring full freight-desk automation to 500 brokerages by 2028.

Founder

Marcus Reyes, CEO

Email

marcus@northbaylogistics.ai

Phone

(415) 555-0142

Site

northbaylogistics.ai