Starting Point

A logistics-tech company delivered strong outcomes, but investors perceived it as interchangeable.
 

Sales cycles stalled, and valuation multiples compressed.

Underlying Structural Problem
The product lacked structural defensibility:

• generic features

• no moat tied to data or network effects

• clients easily compared substitutes

• weak pricing power
   

Strategic Interventions

In 20 days, we built a defensibility engine:

• created proprietary data assets tied directly to customer outcomes

• redesigned product around compounding network intelligence

• positioned the platform as “logistics certainty infrastructure”

• rebuilt pricing to monetise defensibility
   

Impact

• pricing power increased 28%

• churn dropped 19%

• company upgraded from “tool” to “infrastructure”

• valuation uplift: +$25M