Investor Relations

Investing in the operating system
of American freight.

The US trucking industry moves $800 billion of freight per year. 97% of carriers have fewer than 20 trucks. Almost none of them have professional software. VAU0 is fixing that — and we’re doing it with technology we built, tested on our own trucks, and are already deploying to real carriers. Early investors in logistics technology have seen extraordinary returns. We’re at the beginning.

Request Investor Materials → See the Opportunity ↓
$800B
US trucking market annually
500K+
Small carriers in the US
3
Integrated products today
2024
Founded — very early stage

🛈 VAU0 LLC is a private company in early access phase. We share detailed metrics, financials, and growth data with qualified investors under NDA. This page provides an overview of our opportunity and business model.

Market Opportunity
A trillion-dollar industry running on spreadsheets.
The numbers are hard to ignore. The opportunity is harder to ignore.
THE US TRUCKING MARKET
Total US Trucking Revenue
$800B annually
Small carriers (under 20 trucks)
97% of carriers
Small carriers using TMS software
< 12% penetration
Enterprise TMS average cost
$200-500/truck/mo
VAU0 target market (underserved)
~440,000 carriers
🏗
Massive Underserved Market
McLeod, Oracle TMS, and TMW Systems serve large enterprise carriers at $500+/truck/month. No credible solution exists for small carriers. 440,000 carriers are using Excel, phone calls, and paper logs. That’s our market.
📈
Perfect Timing
FMCSA ELD mandates forced digitization. AI voice technology (GPT-4o) just became capable enough for real freight negotiations. Cloud infrastructure costs dropped 80% in five years. The infrastructure conditions for disruption are perfect right now.
🛡
Defensible Position
We operate our own licensed carrier fleet as our live test environment. Every carrier that joins before 2027 gets free access — creating switching costs, data network effects, and deep operational integration before we charge a dollar.
The Comparison
Uber Freight raised $50M before their first load moved. We already move freight.
The logistics tech space has produced enormous winners. But most of them required hundreds of millions before reaching profitability. VAU0’s model is different.
WHAT LOGISTICS TECH INVESTORS PAID AT ENTRY
Uber Freight
$1.8B raised total
Asset-light brokerage, no proprietary tech stack
—
Convoy (RIP)
$900M raised
Failed 2023 — couldn’t reach profitability
✗
Transfix
$130M raised
Digital freight brokerage, no TMS or ELD
—
Motive (KeepTruckin)
$400M+ raised
ELD only initially — no TMS, no AI dispatch
—
VAU0 LLC
Early stage
TMS + ELD + AI dispatch — operational today
✓

VAU0 has all three products operating today — TMS, ERETH ELD, and AI dispatch. Most competitors raised hundreds of millions to build one of these.

WHY EARLY STAGE IS THE OPPORTUNITY
→Uber Freight’s early investors made 40-100x returns before the $50M round that most people know about
→Motive (KeepTruckin) was valued at $2.85B in 2022 after starting as a simple ELD app in 2013
→The investors who got rich weren’t the ones who invested at $2.85B — they were the ones who invested at $5M
→VAU0 has three integrated products, a live carrier fleet, and 700+ driver applications processed — at a fraction of what any comparable company raised to reach this point
→Free access through 2026 is our land-grab strategy: own the market before charging for it
What We’ve Built
Three integrated products. All live. All tested on our own trucks.
We didn’t pitch a product. We built it, deployed it on our own fleet, and opened it to other carriers. Every product below is operational today.
🚚
VAU0 Portal — Carrier TMS
Live · Web Platform
Full transportation management system for carriers. Load management, AI rate con parser, e-sign, driver onboarding, live GPS, compliance dashboard, and AI dispatch integration.
  • Load management & dispatch
  • Rate Con AI (PDF → load in seconds)
  • E-sign rate confirmations
  • Driver qualification files
  • Live fleet map (ELD-synced)
  • AI call center integration
  • Carrier and driver portals
  • 21 integrated modules
📡
ERETH ELD System
FMCSA Registered · ELD ID: ERS238
Our own FMCSA-registered ELD platform. Hardware and software — built by us, deployed on our own trucks before shipping to customers. Full telematics, not just HOS logging.
  • FMCSA ELD ID: ERS238
  • OBD-II and J1939 connection
  • Real-time GPS (60s updates)
  • Engine diagnostics & fault codes
  • DVIR inspections
  • Driver safety scoring
  • IFTA mileage tracking
  • AI dashcam coming Q3 2026
🎤
AI Call Center & Dispatch
11 Live Agents · GPT-4o Realtime
11 AI voice agents operating 24/7. Aida dispatches loads, negotiates broker rates. Other agents handle driver recruiting, onboarding, support, and outbound campaigns.
  • 11 named AI agents live
  • GPT-4o Realtime voice
  • 24/7 broker call coverage
  • Rate negotiation with floor/target
  • Driver recruiting campaigns
  • English, Russian, Spanish
  • Full call recording & transcripts
  • Post-call load booking
Revenue Model
Free through 2026. Monetization starts 2027.
Our go-to-market strategy is proven: give away enterprise tools, build deep integration, then charge when carriers can’t operate without you. We’ve seen it work. Motive did it. HubSpot did it. Slack did it.
Revenue StreamWhenTarget PricingNotes
VAU0 Portal TMS SubscriptionQ1 2027$49-149/truck/monthBased on truck count — lower than every competitor
ERETH ELD Hardware + ServiceQ1 2027$149 device + $25/monthOne-time hardware + SaaS
AI Dispatch (per-load fee)Q2 20271-3% of load rateOnly charged on loads AI books
AI Call Center (enterprise)Q2 2027$500-2,000/monthLarge fleet and broker tier
Carrier Vetting & Broker ToolsQ3 2027$99-299/monthBrokers and shippers
Factoring CommissionQ3 20270.5-1% referralPartnership with OTR, Triumph
Fuel Card CommissionsQ4 2027Per-transactionComdata, WEX partnership revenue
Data & Analytics2028Enterprise pricingAggregated fleet and market data
“We are not charging because we want to prove the product works before we ask for money. By the time we start charging in 2027, we expect to have 500+ carriers so deeply integrated with VAU0 that switching to a competitor means rebuilding their entire operation. That’s pricing power.”
— VAU0 LLC Founders
Where We’re Going
We’re not building a TMS company. We’re building the infrastructure layer for physical freight.
The $800B trucking market is the beginning. Here’s the full scope of what VAU0 becomes.
Current — In Progress
Land and Expand — Carrier TMS, ELD, and AI Dispatch
Sign up every small carrier in America for free. Build deep operational integration. Establish ERETH ELD as the standard ELD for small carriers. Get AI dispatch running at scale across hundreds of fleets. Build market share before charging.
2027 — Monetization
Turn on Revenue — SaaS Subscriptions and Transaction Fees
Begin charging carriers who have been using the platform for 1-2 years. AI dispatch per-load fees. ELD subscriptions. Carrier vetting for brokers. Factoring referral revenue. Target: $5M ARR by end of 2027 on the carrier base we’re building now.
2028 — Expansion Beyond Trucking
Intermodal, Air Cargo, and Specialized Freight
Expand VAU0 from trucking into intermodal freight (truck + rail), air cargo coordination, and last-mile logistics. The same TMS and AI dispatch infrastructure works across all freight modes. Target: $25M ARR on expanded platform.
2029-2030 — Autonomous Vehicle Layer
Autonomous Fleet Management and Data Monetization
As autonomous trucks enter commercial service, VAU0 becomes the operating system for their dispatch, compliance, and route management. Aggregated fleet data from 500+ carriers becomes a premium product for logistics analytics, insurance, and market intelligence.
2030+ — Full Logistics Infrastructure
The Logistics Infrastructure Company
VAU0 manages freight across modes — truck, rail, air, last mile. Autonomous and human-driven fleets. Carrier TMS and shipper visibility. The full stack of freight operations. This is not a trucking software company. This is what Amazon Web Services is to the internet — the invisible infrastructure that everything runs on.
Early Traction
We’re not asking you to believe a pitch deck. We’re asking you to look at results.
✅
Real Carriers. Real Loads.
10+ carrier companies are using VAU0 Portal today for their actual freight operations. 700+ driver applications processed through our onboarding system. AI dispatch agents are booking real loads for real carriers after hours. These are not pilot programs. This is production.
🔬
Built on Our Own Trucks
VAU0 LLC is a licensed motor carrier. We run our own trucks on our own software. Every feature was tested on our own fleet before it was offered to customers. ERETH ELD is FMCSA-registered (ERS238) and compliant on our own trucks today.
📊
Platform Metrics
99.98% uptime since launch. 21 integrated modules in production. 11 AI agents making real phone calls. Rate Con AI parsing 95%+ accuracy. These are real technical metrics from a system handling real operations — not demos.
WHAT QUALIFIED INVESTORS RECEIVE
→Full financial statements and P&L
→Monthly recurring metrics and growth rate
→Technical architecture overview
→Platform usage data and carrier growth
→Competitive analysis and positioning
→Product roadmap with milestones
→Revenue model projections (2027-2030)
→Cap table and current ownership structure
→Terms available for discussion
→Direct access to founding team

All information shared under mutual NDA. We respond to all qualified investor inquiries within 48 hours.

Right Fit
Who we’re looking for.
We’re not looking for every investor. We’re looking for the right ones.
🎯
Strategic Investors with Industry Access
If you have relationships in the trucking, logistics, or freight brokerage industry — your investment comes with more than capital. Introductions to carriers, brokers, and shippers accelerate our growth faster than money alone.
💼
Early-Stage Venture Capital
We are at the inflection point that early-stage investors look for: working product, paying (soon) customers, defensible technology, and a massive market. If you back pre-revenue SaaS — this is exactly where you want to enter.
🏭
Industry Operators Turned Investors
Former trucking executives, fleet operators, freight brokers, or logistics technology leaders — your domain expertise makes you a better investor than someone who learned this market from a consultant’s report. We want people who understand what we’re building at a gut level.
The best time to invest in infrastructure is before everyone else knows it’s infrastructure.
Uber was a car service app. AWS was Amazon’s internal tool. VAU0 is a TMS for small trucking companies. The investors who got rich weren’t the ones who waited until the category was obvious.
Request Investor Materials → About VAU0 →

Responding to all qualified investor inquiries · investors@vau0.com · NDA provided on request