Logistics Tech
Helping logistics players to optimize supply chain networks, understand channel partner behavior, benchmark competitor metrics and improve costs & quality of service
What we do

- Who are the key customers?
- What is the logistics service provider’s dependency on any specific customer segment?
- What is the growth potential of the customer segment?
- What are the primary needs of the different customer segments?
- How are customers positioned w.r.t emerging trends and new technologies?
- What is the size of the customer?
- What is the key focus vertical of the customer?

- How likely is the customer to promote the player?
- How does the NPS vary across regions and how does it compare with key competitors?
- What are the key reasons for a customer to be a promoter / detractor?
- What are the areas of improvement and ways to do so?
- What are the triggers that would cause the customers to change their logistics partner?
- What are the relative strengths and weaknesses that have the
highest impact on NPS?

- Which logistics players are customers most satisfied with and why?
- How has customer experience been across different product categories?
- What are the key reasons for preference of a LSP over another?
- What are the improvement areas that need attention?
- Would they refer the logistics service providers to others based on prior experience and the reason for doing so?
- What are the key elements required to create a long-lasting
relationship?

- Which aggregator platforms do truckers work with? Since how long have they been working with these platforms?
- Why did the trucker decide to opt for an aggregator platform? What is the basis of decision while choosing such a platform?
- Have end-use segments, pricing / payments, aggregator preference, etc. changed post-COVID?
- What are the key challenges / pain-points faced by truckers / delivery person while using LogisticsTech platform / app?
- What is the impact of seasonality in this segment? Has
advent of LogisticsTech apps / platforms reduced this impact? How?

- What are the different revenue streams for each player? What are the drivers of revenue?
- How much does it cost in time and money to service / acquire a customer?
- What fixed and variable cost components are associated with servicing a customer?
- What are the drivers of fixed and variable cost?
- What is the break-even scale and time taken to reach breakeven?
- How do the unit economics vary across customer size (large,
medium, small, etc.)?

- Who are the direct competitors in this space?
- How do the key financial metrics compare with the player's competitors
- What are the differentiating factors amongst the different players?
- What is the average SLA adherence / closure rate?
- What is order accuracy compared to its peers?
- What is the gross margin return on investment?

- What does the entire supply chain look like?
- What are the # hubs that are owned / outsourced by the player?
- How many automated hubs are owned by the player?
- What are the # pin codes served: pick up, delivery?
- What is the % fleet owned vs outsourced?
- How is the transportation network designed to provide last mile coverage?
- What measures can be taken to avoid potential supply chain
disruptions?

- What is the current market landscape and how is the road map ahead?
- How fragmented is the industry?
- What are the growth opportunities and challenges in the market?
- What are the key trends driving the industry?
- What factors can cause disruptions in the industry?
- How will advancements in technology and changing consumer preferences shape the industry?
- What is the position of service providers and aggregators in the market?
- Who are the competitors and how are they positioned?

- What are the new business and sales strategies?
- How is the industry shaped for the future?
- How is customer preference changing and what are its reasons?
- How has the rise in e-commerce retail impacted the industry?
- What has been the impact of automation?
- How are LSPs adapting to high levels of digitization and integration?
- How sensitive is the industry to new inventions or
disruptions?

- What should be the customer's expectation from the product / service?
- How does the proposition cater to functional needs?
- What are the pain points and negative outcomes that customers want to avoid?
- How will the customers measure the success of an offering in fulfilling their needs?
- What are the product and services that the value proposition is based on?
- How does the value proposition eliminate or minimize the
customer pain points?

- How fragmented is the market in which the target is operating? What are the other suitable acquisition / investment opportunities in the target's market segment?
- How does the target fare against competition across key operational, organizational, and financial metrics?
- What is the depth in the technology / software portfolio of the target company vs category peers / leaders?
- What are the key demand drivers for customers?
- How is buyer behavior going to change in the future? What trends are expected to shape buyer behavior?
- Which customer verticals are driving the category? Which
segment does the target cater to?

- What is the bottom-up / top-down market size across different product categories and geographies in the relevant technology space?
- What is the company's TAM (Total Addressable Market), SAM (Serviceable Addressable Market), and SOM (Serviceable Obtainable Market)? What is excluded in SAM and SOM?
- How fast are various markets in terms of verticals / customer size / customer vertical / use cases / geographies growing in the relevant space?
- How much market share can the company potentially achieve in various markets?
- What is the possible market share that the company can gain from its current service offerings vs. from building new products?
- How much of the market share can the company gain from the currently penetrated market i.e, from existing category buyers vs. from new market development?
- How is the market potential split across different geos/
customer segments / channels etc. and how is it expected to grow?

Customer segmentation
- Who are the key customers?
- What is the logistics service provider’s dependency on any specific customer segment?
- What is the growth potential of the customer segment?
- What are the primary needs of the different customer segments?
- How are customers positioned w.r.t emerging trends and new technologies?
- What is the size of the customer?
- What is the key focus vertical of the customer?