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Unit Economics

TAM: 2 Billion Transactions

Modules that feel free to users, while compounding Yukato's revenue per transaction.

Layer 1
Capture Transactions with Nexus
Core transaction layer — retailers earn, not pay
$2.50-7
Per Supplier*
$1-4
To Yukato
$1.50-3.50
Retailer Rebate
Layer 2
Expand Revenue with Modules
Retailers don't feel it — deducted from their rebate only
+$0-2.35
Per Supplier
+$0-1.80
Per Transporter
+$0-4.00
Per Retailer
Layer 2
Retailers
Deducted from rebate Driver Sourcing, Backhaul,
Schedule Board, Reporting
Layer 2
Suppliers
Added to fee Driver Sourcing,
Nexus-as-Retailer
Layer 2
Transporters
Added to fee Driver Sourcing,
Schedule Board
Revenue Stacking: When Multiple Parties Opt In
Nexus Base
$1-4
+
Retailer Modules
$0-4.00
+
Supplier Modules
$0-2.35
+
Transporter Modules
$0-1.80
=
Total to Yukato
$1-12

When multiple parties use modules on the same shipment, Yukato captures revenue from all sides — the retailer's rebate decreases while supplier and transporter fees increase. Same transaction, compounding monetization.

Module Economics by Stakeholder

Retailer Modules
  • Driver Sourcing $0.50-1.00
  • Backhaul Optimization $0.70-1.50
  • Schedule Board $0.40-0.80
  • Agentic Reporting $0.30-0.70
Zero out-of-pocket: All fees deducted from rebate pool. Retailers get operational value while Yukato captures more per transaction.
Supplier Modules
  • Driver Sourcing $0.50-1.00
  • Nexus-as-Retailer Full stack
  • Predictive ETA $0.25-0.60
  • Automated Orders $0.35-0.75
Added to per-shipment fee: Suppliers pay incrementally for efficiency gains. Large suppliers can also become "retailers" to their own network.
Transporter Modules
  • Driver Sourcing $0.50-1.00
  • Schedule Board $0.40-0.80
Third revenue tier: Logistics providers get visibility and capacity optimization. Fees added to transaction volume.