Vooma

What do they actually do

Vooma provides software that automates day‑to‑day delivery operations for last‑mile and regional logistics teams. It ingests orders, plans and optimizes routes with common constraints (time windows, capacity), assigns work to drivers, and gives operations a live view to handle exceptions. Drivers use a mobile app for task lists, navigation handoff, and proof‑of‑delivery, while dispatchers monitor ETAs and reassign work when needed.

In practice, you should expect standard modules: order ingestion (API/CSV/connectors), route optimization and auto‑assignment, a driver app, real‑time tracking/ETAs, exception handling, and basic reporting. Exact depth (e.g., dynamic re‑optimization, breadth of integrations, enterprise features, and pricing) should be confirmed directly with the company.

Who are their target customer(s)

• Mid‑size e‑commerce brands running their own delivery fleets: They spend hours turning orders into routes and manually assigning stops, causing higher labor costs, late deliveries, and poor visibility for customer support without reliable proof‑of‑delivery.
• Third‑party logistics providers (3PLs) and local courier companies: Day‑of chaos (new jobs, traffic, driver swaps) forces constant manual reassignments and missed SLAs, increasing fuel and labor costs and creating disputes with clients.
• Grocery, meal‑kit, and other perishable delivery operations: Tight delivery windows and changing routes make on‑time arrivals hard; they need predictable ETAs and fast reassignment without breaking other customers’ sequences.
• White‑glove and high‑value delivery teams (furniture, appliances, installations): Coordinating appointment slots, access requirements, and installation crews is error‑prone; exceptions cause double trips and require heavy manual coordination and approvals.
• Retail chains doing ship‑from‑store or same‑day local fulfillment: Store managers and local dispatchers lack a simple system to batch and assign stops across nearby stores, leading to inconsistent service levels and unpredictable driver workloads.

How would they acquire their first 10, 50, and 100 customers

• First 10: Founder‑led, hands‑on pilots with warm intros and targeted outbound to mid‑size fleets, local couriers/3PLs, and perishables—offer a fast CSV/API integration, on‑call dispatch support, and a short, paid pilot that proves reduced manual reassignments and better ETAs.
• First 50: Add a sales lead and customer success, package vertical playbooks and case studies, run SDR/email + webinar + light event presence, productize key connectors (e.g., Shopify/ERP/WMS), and formalize referral and small channel partnerships to repeat successful pilots.
• First 100: Stand up regional field sales and an integrations team, launch a partner/reseller program and app‑store listings, run ABM for larger retailers/3PLs, standardize pricing/bundles and onboarding, and expand co‑selling with telematics/fleet vendors to accelerate multi‑site rollouts.

What is the rough total addressable market

Top-down context:

Treat TAM as annual software revenue for last‑mile routing/dispatch and delivery orchestration sold to mid‑size fleets, 3PLs/couriers, perishables, white‑glove, and retail store fleets—avoid conflating with total last‑mile spend.

Bottom-up calculation:

Illustrative bottom‑up scenarios: Conservative 5,000 customers × $6k ACV ≈ $30M; Mid case 20,000 × $18k ≈ $360M; Aggressive 60,000 × $48k ≈ $2.88B per year.

Assumptions:

• Geography focus is US + EU to start; global expansion increases counts later.
• Addressable customers are firms that operate their own last‑mile fleets or manage local courier ops (excluding tiny single‑van shops and non‑last‑mile freight).
• ACV derived from per‑vehicle/per‑stop pricing plus potential add‑ons (integrations, support).

Who are some of their notable competitors

• Onfleet: Simple‑to‑deploy route planning, driver app, tracking, and POD for mid‑market fleets and retailers; competes on fast onboarding and day‑to‑day dispatch usability.
• Bringg: Enterprise delivery orchestration across fleets and external carriers; stronger where multi‑party coordination and complex integrations are required.
• Routific: Focused routing and scheduling for small–mid fleets and local couriers; competes when straightforward optimization and quick driver adoption are the priority.
• FarEye: Enterprise delivery management and visibility with advanced SLA/exception handling and integrations; relevant for large shippers and logistics providers.
• DispatchTrack: Operations platform for routing, driver apps, and customer notifications with strength in appointment‑based and white‑glove deliveries.