v3  ·  2026-03-11
Version history  ·  3 versions
v3 Current
2026-03-11
Real assets: cover photo, product screenshot, Sage headshot, depot background on Why Now slide
v2
2026-03-11
Logo mark PNG with blend modes replacing SVG placeholders throughout
v1
2026-03-11
Initial 15-slide deck: problem, solution, traction, market, team, ask
©2026 Triplemeter, Inc. | Confidential & Proprietary
Seed Round · Q1 2026 · Confidential
The Ops & Trade
Clearinghouse
for Ocean
Containers
AI-powered depot and inventory control for the $1.5T global container leasing and trading industry.
Sage Raterman Founder & CEO · Triplemeter
sage@triplemeter.com · triplemeter.com
$4–6M Seed Round March 2026
CDL Cohort 4 · April 2026
©2026 Triplemeter, Inc. | Confidential & Proprietary
2
Why Now
Two forces just made this the right time
🌏 China De-Coupling Rewrote Global Container Flows

Tariffs and supply chain restructuring forced container leasing companies to rapidly reposition fleets across new trade lanes. Depot networks that were stable for decades are now in constant flux. Manual workflows can't keep up.

🤖 LLMs Now Process Depot Communications at Scale

For the first time, AI can ingest unstructured depot emails, PDFs, and activity reports and extract structured data reliably. The specific workflow Triplemeter solves — depot communication ingestion — became tractable in 2023. The timing window is now.

The result: a $1.5T industry at an inflection point

Container leasing and trading companies managing 130M containers globally have no operational software layer. They're running billion-dollar businesses on email, Excel, and headcount.

$1.5T
Market size
2,000
Target customers
80%
Of all goods shipped
17K+
Depot locations
©2026 Triplemeter, Inc. | Confidential & Proprietary
3
Problem
A $1.5T industry still runs on email and Excel

Container leasing and trading companies manage hundreds of millions of dollars in inventory across 5–20+ depot accounts — with no operational software. Every gate-in, gate-out, M&R charge, and fee dispute is resolved manually.

  • Depot activity reports arrive as unstructured emails and PDF attachments — processed by hand
  • Inventory reconciliation happens weekly or monthly — surprises cost real money
  • Fee disputes require pulling audit trails across dozens of email threads
  • Sales teams can't see available inventory in real time — opportunities missed
  • No early warning system for detention, demurrage, or storage overages
The Cost
$30
per box OpEx overage
20%
margin left on table

The manual workflow is the product

Today, every container leasing company has a person — or a team — whose full-time job is reconciling depot emails. That's the Triplemeter opportunity: replacing labor with AI.

Paid from labor budgets, not IT budgets

Triplemeter displaces headcount. The ROI conversation is with the CFO, not the CTO.

©2026 Triplemeter, Inc. | Confidential & Proprietary
4
Problem
The ecosystem is structurally broken — by design
Container Lessors & Traders

Own or lease containers. Must track inventory across 5–20+ depot accounts. Manage M&R costs, storage fees, utilization rates, and trade activity. No direct system access to depot data — entirely reliant on incoming emails.

Pain point

Blind to their own inventory until depot sends an email. Gate-ins and gate-outs happen without warning.

Depot Operators

Store and handle containers. Communicate via email by convention — not by choice. Operate legacy yard management systems that don't expose APIs. Each depot has its own reporting format, cadence, and terminology.

Structural reality

17,000+ depots, each a different system. Integration is impossible at scale — email is the API.

Steamship Lines

Own containers, work with leasing companies. Interchange agreements, container allocation, and repositioning all flow through manual processes. 200 lines globally, each with proprietary systems.

Future expansion

Steamship lines represent $4B+ SAM expansion once the leasing/trading layer is locked in.

©2026 Triplemeter, Inc. | Confidential & Proprietary
5
Solution
Triplemeter: the AI operating layer for depot and inventory control

We replace the human reconciliation layer with an AI-powered clearinghouse that ingests depot communications, maintains a live inventory ledger, and surfaces actionable ops intelligence in real time.

📬
Ops OneBox — Ingest everything

AI processes all depot emails, PDF activity reports, and EDI feeds. Extracts gate-ins, gate-outs, M&R charges, and inventory events — automatically.

🗺️
Control Center — See everything

Live depot inventory, fee tracking, sales order management, and reconciliation — all in one place, updated continuously.

📊
Ops Console — Resolve everything

KPI dashboards with exception alerts. Traded Unit Ratio, Storage Days, fee anomaly detection. Issues surface before they become surprises.

"The ops and trade clearinghouse
for ocean containers"

Every depot email is a data event. Over time, Triplemeter becomes the authoritative ledger for container-level depot activity — a data asset no competitor can replicate.

$30
OpEx savings/box
20%
Margin improvement
4mo
Time to ROI
1mo
Go-live time
©2026 Triplemeter, Inc. | Confidential & Proprietary
6
Product
Purpose-built for container leasing & trading operations
📬 Ops OneBox — AI Ingestion
🗺️ Control Center — Live Inventory
📊 Ops Console — Exceptions
Triplemeter Control Center and Ops Console
©2026 Triplemeter, Inc. | Confidential & Proprietary
7
Traction
Closed, contracting, and accelerating
103%
Gross Revenue Retention
$80K
CHS — verbally closed
2
Customers contracting
20
Qualified pipeline
First customer signed
Q1 2024
Ops OneBox AI launched
Q3 2024
Year 1 renewal — 103% GRR
Q4 2024
CHS $80K verbally closed
Q1 2026
CDL cohort · Seed commitments
Q2 2026

Why 103% GRR matters

Customers expanded usage within year one without a formal upsell motion. In a bootstrapped company, that's the signal: the product earns its keep.

Pipeline quality

20 qualified prospects are European container leasing and trading companies managing 5+ depot accounts — the exact ICP. All sourced through founder outreach and industry referrals.

©2026 Triplemeter, Inc. | Confidential & Proprietary
8
ICP / GTM
Ideal customer: European container leasing and trading companies
ICP Criteria
  • Manages 80–10,000+ containers per month
  • 5+ depot accounts across multiple regions
  • Currently processing depot emails manually (1–3 FTE)
  • Active in European trade lanes (Rotterdam, Hamburg, Antwerp)
  • Leasing, trading, or both — not just steamship lines
  • Revenue $5M–$500M (CFO-accessible ROI conversation)
GTM Motion
1 Founder-led outreach — direct to COO/CFO. No SDR layer needed at this stage.
2 Industry referral network — container leasing is a tight community. One customer = introductions to 3 more.
3 Network effects — as depot coverage grows, each new customer adds data that improves the product for all.

Why Europe first

European container leasing companies are more operationally sophisticated, more willing to adopt SaaS, and already dealing with the China de-coupling repositioning challenge acutely. They're the beachhead before North America and Asia-Pacific.

2,000
Leasers & traders globally
$2B
SOM — leasing/trading
$40K
Entry contract value
$300K+
Enterprise ACV
©2026 Triplemeter, Inc. | Confidential & Proprietary
9
Market Size
$2B today. $25B+ as the clearinghouse matures.
Bottoms-up market sizing
TAM — Total addressable: All container logistics $25B+
SAM — Leasing, trading & steamship lines $4B
SOM — Container lessors & traders $2B
SOM calculation: 2,000 leasing/trading companies × avg $40K–$100K ACV = $80M–$200M initial ARR potential. With expansion into steamship lines (200 globally) and enterprise tiers ($300K+ ACV), the serviceable market reaches $4B.

The clearinghouse endgame

As Triplemeter processes more depot data across more customers, it becomes the authoritative pricing and availability layer for container trades — like Bloomberg for containers. That's the $25B+ TAM play.

Year 1–2: Leasing & Trading SaaS
2,000 companies, $40K–$300K ACV
$2B
Year 3–5: Steamship Line Expansion
200 lines, enterprise ACV
$4B
Year 5+: Trade Clearinghouse Layer
Pricing intelligence, data products, marketplace
$25B+
©2026 Triplemeter, Inc. | Confidential & Proprietary
10
Business Model
SaaS. 85%+ gross margins. Paid from labor budgets.
Tier Price Includes
Trader $1,500/mo 3K gate-outs/yr, up to 3 regions
Multi-Region $1,625/mo Up to 20 regions, 3K gate-outs/yr
Enterprise Custom 20+ regions, SSO, ERP integration, SOC2
Path to 6–7 figure ACV

Entry contracts start at $40K/yr. Enterprise accounts with 20+ depot regions and ERP integration reach $300K+. The volume pricing model creates a natural expansion motion as customers grow.

85%+
Gross margins at scale
103%
Gross revenue retention

Why this is a labor budget sale

A mid-sized leasing company processes depot emails with 1–2 FTEs at $60–90K/yr each. Triplemeter costs $18–20K/yr at entry tier. The ROI conversation is immediate — and it's with the CFO, not IT.

4 mo
Time to ROI
1 mo
Go-live time
©2026 Triplemeter, Inc. | Confidential & Proprietary
11
Competition
We replace email, Excel, and people — not other software
Depot
Visibility
AI Email
Ingestion
Fee
Reconcile
Trade
Activity
SaaS
UX
Triplemeter
Excel / Email
Legacy TOS / WMS
Cargo ERP
In-house build
● Full   ◐ Partial   ○ None

Our moat: data × depth × distribution

Every customer adds depot email data to our ingestion models. Every depot we parse makes the next customer's onboarding faster. The more customers we have, the better the AI — and the harder it is for a competitor to start from scratch.

  • No direct SaaS competitor addresses the depot-owner-operator gap specifically
  • Legacy TOS systems are depot-side, not lessor-side — different customer entirely
  • ERPs miss the AI ingestion layer — structured data only
  • In-house builds die when the person who built them leaves
  • Network effects: depot coverage × customer count = clearinghouse flywheel
©2026 Triplemeter, Inc. | Confidential & Proprietary
12
Team
Built by operators who lived the problem
Sage Raterman
Sage Raterman
Founder & CEO

15+ years in container logistics. Former container trading and leasing executive — managed depot networks across North America and Europe. Built Triplemeter to solve the ops problem he lived every day. First check from industry relationships.

JK
Jagadish K.
Lead Engineer

Full-stack engineer and systems architect. Built the Control Center, Ops Console, and Ops OneBox ingestion pipeline. Deep experience in data infrastructure, GraphQL/REST API design, and AI integration. Shipped from zero to production.

SA
Sonja Raterman
Advisor — Sales & GTM

Enterprise SaaS sales leader with experience closing 6-figure contracts in logistics-adjacent industries. Guiding the enterprise GTM motion and ICP refinement.

TK
Industry Advisor
Container Leasing Executive

30+ years in container leasing and trading. Active advisor on product roadmap, customer introductions, and competitive positioning in European markets.

Triplemeter is participating in CDL Cohort 4 (April 2026) — the Creative Destruction Lab program for AI-native startups. Seed round commitments targeted for May–June 2026.

©2026 Triplemeter, Inc. | Confidential & Proprietary
13
The Ask
$4–6M seed to own the leasing & trading layer
Use of funds
Sales & GTM
Founder-led → first sales hire + European outreach
40%
Product & Engineering
AI ingestion depth, enterprise features, API platform
35%
Infrastructure & Compliance
SOC2, ISO 27001, SSO, ERP integrations
15%
Operations & Team
Customer success, finance, HR runway
10%
Raising
$4–6M
Seed Round · Q2 2026
18-month milestones
  • 10 paying customers, $500K+ ARR
  • Enterprise contract ($150K+) signed
  • Ops OneBox processing 50K+ depot emails/month
  • SOC2 Type II certification
  • Series A fundraise initiated from revenue traction
©2026 Triplemeter, Inc. | Confidential & Proprietary
14
Vision
The clearinghouse endgame: infrastructure for the container economy

As Triplemeter processes depot data across hundreds of customers and thousands of yards, it becomes the authoritative operational record for global container inventory — a position no competitor can occupy from scratch.

01
The data moat deepens with every customer

More depot coverage → faster onboarding → better AI → more customers. A flywheel with no ceiling.

02
Container pricing intelligence becomes a product

Live availability, market rates, and flow data across 17,000+ depots — a Bloomberg terminal for containers.

03
The exit landscape is clear

Strategic acquirers include Maersk, DB Schenker, major ERP vendors, and logistics data platforms — all actively acquiring vertical SaaS in this space.

"We are building the autonomous
infrastructure layer for global
container trade."

$1.5T industry. 80% of all goods. Zero operational software. One team that lived the problem and built the solution.

$25B+
TAM at clearinghouse
130M
Containers globally
Contact
Sage Raterman
sage@triplemeter.com
triplemeter.com
©2026 Triplemeter, Inc. | Confidential & Proprietary
Thank You
Let's build the
clearinghouse
together.
Sage Raterman Founder & CEO · Triplemeter
sage@triplemeter.com
triplemeter.com
Raising $4–6M Seed CDL Cohort 4 · April 2026
Commitments: May–June 2026