The Missing Layer Between AI and Freight
Pre-Seed | March 2026
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 — none designed for access by AI agents.
Fragmented
Every carrier has unique systems and protocols. Integrations are difficult to build and expensive to maintain at scale.
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
2010 Payments
Every company built custom payment processing → Stripe → Developers never touched banking protocols again
2026 Freight
Every company builds custom carrier integrations → TMF → Developers never touch carrier APIs again
Three Trends Converging Now
Carriers Opened APIs
Major carriers invested hundreds of millions in API infrastructure. 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)
Freight operations as functions, built for the agentic era.
Interact
Freight teams already know how to use AI chat. TMF puts freight operations where people already are. No portal. No training. No new login.
Decide
AI evaluates carrier options, compares rates, and surfaces the best choice. Humans stay in control. TMF executes.
Build
Developers and platform teams skip months of integration work. Freight execution, out of the box, without building or maintaining a single carrier connection.
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
Freight operations as functions
Outbound Layer
SAIA (Live), R+L Carriers (Live), ODFL (Next), TMS Write-Back
THE DEMO MOMENT
AI Can Now Do Freight.
A live conversation. Real carriers. Actual prices.
What just happened:
An AI agent received a plain English shipping request and executed a complete freight analysis in seconds.
- Two carriers queried simultaneously
- Live pricing returned in a standardized format
- Accessorial fees compared automatically
- A recommendation made, with reasoning
No portal. No manual comparison.
This isn't a mockup. This is real.
TRACTION
Working Product. Live Integrations. Automated Validation.
Live Carrier Integrations
SAIA (rate+book), R+L (rate, multi-service)
Automated Tests Passing
3-tier audit: structural, contract, live API
Multi-Carrier Quote Time
vs. 15-20 min manual process
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 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
- 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
- 10 years building freight software including a full TMS from the ground up
- 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
$1M Pre-Seed SAFE
Logistics venture investor with $500M AUM has committed to follow the round.
Use of Funds
50% Engineering
Carrier integrations and platform 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
Battle-tested infrastructure, ready to ramp
ben@falconfreightlabs.com | falconfreightlabs.com
Falcon Freight