Solving the Last Mile: Why We Invested in Nash

Last-mile logistics is broken. As one of the most complex, fragmented, and expensive problems in commerce, up to 53% of total supply chain costs come from just the last-mile. Businesses today juggle intricate delivery pipelines and an overwhelming web of third-party providers.

We believe this is solvable. Not through more couriers or warehouses, but intelligent systems.

Logistics should be transparent, and done in real time - where every delivery learns from the last, every seller gets smoothly integrated services for their needs, and every buyer reliably knows when their purchase is arriving. We envision a future where fleets, warehouses, and couriers act as autonomous agents, synchronizing the flow of goods instantaneously. Demand will be anticipated with models that eliminate delays, emissions, and excess inventory. Nash is pioneering this vision in the last-mile.

AI-Native Full Stack Operating System for Last-Mile Delivery

Today's explosion of third-party delivery providers, especially in food delivery, has created sky-high customer expectations for speed and live tracking, while leaving businesses with unpredictable costs and underwhelmed customers.

Nash solves this challenge by acting as a delivery logistics department: an API-first, AI-native platform that manages dispatch, route optimization, fleet orchestration, customer communications, support, and even financial reconciliation. Nash's deep technical stack autonomously estimates ETAs, handles cancellations, and provides customer support, reducing support calls by 80%. This is just one indicator of how we think Nash will grow its product offerings and continue to provide value for new and existing customers going forward.

Founders Building for Scale and Adaptability

From our first conversation, it was clear Mahmoud Ghulman and Aziz Alghunaim were designing for scale based on earned knowledge. Both are MIT grads with a record of building and scaling complex systems. Mahmoud founded Arsann, a gig-economy logistics startup now operating in 35 cities with 400+ employees. Aziz co-founded Tarjimly, a YC-backed platform providing translation to over 600k refugees worldwide and brings deep technical experience from Palantir.

Early Mover in a $160B+ Market Serving the world's Largest Customers

Nash's API-driven model gives high-growth SMEs and enterprises a plug-and-play path to world-class logistics infrastructure that has a 99.9% delivery success rate. Only 4 years old, Nash already powers deliveries in 957 cities in the U.S. and Canada, covering 94% of North America, and serving the world's largest customers including Walmart, 7-Eleven, and Loblaws.

Compounding Advantage Built on Rich Data and Breadth of Network

Nash's moat strengthens over time:

• Nash's end-to-end control enables richer datasets across all aspects of last-mile delivery. This allows them to make more informed decisions in delivery orchestration and routing, as well as more tailored AI communication with end-users.
• Nash has aggregated 1000+ delivery providers into a marketplace, creating network effects on both sides that are hard to replicate: customers get best pricing and coverage; providers get a platform on which they can compete for new customers, and use it as a lever to expand into new geographies.

Looking Ahead

Nash is defining a new category in logistics infrastructure, one where every delivery, customer interaction, and data point feeds back into a continuously improving system. With its AI-native architecture and growing network of over 1,000 delivery partners, Nash is becoming the operating layer for last-mile logistics globally.

In a world where on-demand delivery has become the social norm, industries from retail to healthcare are seeking flexible and reliable delivery solutions for their customers. Nash's platform is poised to streamline how goods move in the modern economy, building an intelligent logistics network that learns and scales with the world's commerce. With a plethora of delivery service providers across the world, Nash is the Wyld shift we're backing to unify and modernize the last mile.