Investor FAQ

Common questions from investors about our model, competitive positioning, and market strategy

01

Why hasn't anyone done this before?

Short answer: Because this is not a software problem — it's a market-structure problem.

What we built requires convincing a large grocery retailer to mandate a new operational system across its entire ecosystem of suppliers and transporters. That is extremely difficult to do without deep credibility, trust, and proof.

In markets like the US, you can't walk into Walmart and ask them to stop existing processes and adopt a new platform — the risk profile is too high.

We deliberately started in Turkey, where the founding team has deep industry relationships and execution credibility. We first proved the model with the largest retailer in the market, demonstrated operational impact, and once the ecosystem saw it working at scale, adoption momentum followed.

With that proof in place, we are now seeing strong inbound interest from retailers in GCC and Eastern Europe. As we expand across these structurally similar markets, the playbook becomes repeatable — and that makes adoption by larger, global retailers increasingly feasible.

In short: This was too audacious to attempt without the right market, relationships, and sequencing. We now have all three.
02

What if Transporeon or Project44 copy you?

Short answer: They can copy the idea — but not the position we are racing to establish.

Yes, the model is theoretically copyable. That's exactly why our strategy is speed and market dominance, not perfection.

Our advantage comes from:

  • Being embedded at the retailer-mandated layer (where decisions are enforced, not suggested)
  • Rapidly expanding market by market with a plug-and-play rollout model
  • Building long-term relationships with global FMCG players like Unilever, Coca-Cola, and Pepsi

By the time incumbents like Transporeon or project44 fully pivot to this model, we intend to already be live across multiple regions with entrenched retailer mandates and ecosystem lock-in.

From that point onward, it becomes a strategic expansion game: We may not win every market — but our early footprint, relationships, and data gravity give us a structural edge wherever we choose to compete.

In short: Speed creates defensibility — and we are moving fast.
03

Why is now the right time for this?

Short answer: Three forces are converging simultaneously.

1. Regulatory forcing function: e-CMR mandates across Europe are creating compliance requirements that force digitization of logistics documentation.

2. AI inflection point: Agentic AI capabilities now enable true optimization and autonomous operations that weren't possible even 2-3 years ago.

3. Post-COVID investment: Retailers are actively investing in supply chain visibility and resilience after experiencing massive disruptions during the pandemic.

In short: The market is finally ready — and we're positioned to capture it.