Falcon Freight
The API infrastructure layer for AI-enabled freight operations
Pre-Seed | February 2026
"Stripe for Freight"
THE PROBLEM
Ask AI to Book Freight and You Get a Polite Apology
Not because it isn't smart. Because it doesn't have the tools.
Walled Off
Carrier systems use EDI, SOAP/XML, proprietary portals, and phone calls. No standardized APIs exist for AI to consume.
Fragmented
10,000+ carriers, each with unique rate structures, booking flows, document formats, and legacy protocols.
No Execution Layer
AI agents can call Stripe for payments and Twilio for SMS. Nothing lets them execute freight operations.
WHY NOW
Freight Has a Stripe Problem
1
2010 Payments
Every company built custom payment processing → Stripe → Developers never touched banking protocols again
2
2025 Freight
Every company builds custom carrier integrations → TMF → Developers never touch carrier APIs again
Three Trends Converging Now
Carriers Opened APIs
FedEx, XPO, ODFL, Estes all REST-enabled
AI Agents Went Mainstream
MCP, function calling, tool use
No One Connected Them
With a unified protocol layer
THE SOLUTION
Transportation Management Functions (TMF)
Four core API primitives that turn natural language into freight execution.
Rate ( )
Real-time quotes from multiple carriers with one call. Supports sparse data — origin, destination, weight, and class are enough.
Book ( )
Schedule pickups, create shipments, generate PRO numbers. Human confirms, TMF executes.
Track ( )
Unified shipment tracking across all carriers. Standardized status events and webhooks.
Document ( )
Generate and retrieve BOLs, PODs, labels, and invoices via API.
HOW IT WORKS
Three-Layer Architecture
Built once, serves all.
Agent-agnostic • Multi-tenant • Human-in-the-loop for bookings • Full audit trail
Inbound Layer
Claude/MCP, AWS Bedrock, Custom AI Agents, TMS Platforms
TMF Core
Rate(), Book(), Track(), Document()
Outbound Layer
SAIA (Live), R+L Carriers (Live), ODFL (Next), TMS Write-Back
THE DEMO MOMENT
15 Min of Manual Work. 30 Sec with TMF
Parallel carrier queries • Instant cost analysis • Accessorial comparison • Business reasoning
Without TMF
15-20 minutes
  1. Log into SAIA carrier portal
  1. Enter shipment details manually
  1. Wait for quote, copy to spreadsheet
  1. Repeat for R+L Carriers portal
  1. Manually compare in spreadsheet
  1. Miss accessorial rate differences
With TMF
30 seconds
"Ship 1,000 lbs general merchandise, NY to LA. Find the cheapest option."
Result:
  • SAIA: $2,695 • 6 days (recommended)
  • R+L Standard: $3,992 • 7 days
  • R+L Guaranteed: $4,569 • 7 days
  • SAIA saves 32% ($1,297)
TRACTION
Working Product. Live Integrations. Automated Validation.
2
Live Carrier Integrations
SAIA (rate+book), R+L (rate, multi-service)
42
Automated Tests Passing
3-tier audit: structural, contract, live API
30s
Multi-Carrier Quote Time
vs. 15-20 min manual process
1
VC Committed to Follow
Logistics Venture Investor
MARKET OPPORTUNITY
Infrastructure Play at the Intersection of Two Massive Markets
SOM
$200M
5% Penetration via API Transaction Fees
SAM
$2-4B
Mid-Market TMS Segment
TAM
$77B
TMS Market by 2033, 19.1% CAGR
Strategy: Tax the market, don't own it.
TMF captures value through API transaction fees and SaaS subscriptions, not by replacing TMS platforms or brokers. Every AI agent and TMS that integrates freight operations becomes a revenue channel.
COMPETITIVE LANDSCAPE
Infrastructure Layer. Not Application Competition
Vertical AI Agents
Augie, Ventus, Loadsmart
They build full-stack applications and must integrate each carrier individually. We provide the infrastructure they should build on.
TMS Platforms
Oracle, SAP, Manhattan
Monolithic systems that move slowly. Modern customers want composable tools. TMF makes the TMS AI-capable.
Project44
$1B+ valuation
Proved carrier connectivity is massive. They normalized visibility. We normalize actions. If visibility is worth $1B+, execution should command more.
The Moat: Deeper Than an MCP Wrapper
Legacy API normalization: SOAP/XML carriers that modern devs avoid, already handled.
Sparse data → rigid API translation: Turning fuzzy AI intent into valid carrier requests
BUSINESS MODEL
SaaS + Transaction Fees. Revenue Compounds with Usage.
Unit Economics (Mid-Market Customer)
SaaS Subscription
$1,500/mo
Transaction Fees
500 × $2 = $1,000/mo
Total MRR
$2,500/mo per customer
Why It Compounds
Network Effects
More carriers → more valuable for integrators → more integrators → more carriers
Switching Costs
Once AI systems build on TMF, migration cost creates natural lock-in on both sides
Data Moat
API call volume generates proprietary freight intelligence and pricing data
Carrier Revenue Share
Carriers want API utilization to justify infrastructure investment — we drive volume
Month 6 Target
10-15 customers → $25-40K MRR
ARR in 6 Months
$300-480K ARR
THE TEAM
Deep Freight Expertise + Proven Scaling Ability
Ben Muñoz
Co-Founder
  • Scaled Nadine West: $0 → $70M revenue on less than $2M of capital
  • Strategy, executive leadership, and fundraising
  • MBA, Kellogg School of Management
  • Stanford University
Rolando De La Torre
TECHNICAL Co-Founder
  • 10 years freight software development with deep carrier API knowledge
  • Built TMF prototype, MCP layer, and Skills Framework
  • Direct carrier integration experience (SAIA, R+L, and more)
  • Full-stack technical architecture
  • Stanford University
INVESTOR CONFIDENCE
Go Raise Right Now
"This is investable. Go find a lead and we'll join the round. You should go raise right now."
— Logistics venture investor with $500M AUM, after 20-minute live demo on Feb 13 2026
THE ASK
$500K Pre-Seed SAFE
Logistics venture investor with $500M AUM has committed to follow the round.
Use of Funds
50% Engineering
Carrier integrations & API hardening
25% Go-to-Market
Pilot partner acquisition
15% Infrastructure
AWS hosting, monitoring
10% Operations
Legal, admin, travel
6-Month Milestones
8-10 live carrier integrations
3 pilot partners
TMS + shipper + broker
$25-40K MRR
Seed-ready metrics
Production-grade API platform on AWS
ben@falconfreightlabs.com | falconfreightlabs.com