HatchOS — Investor Demonstration

Phase 1 of 6

Live Demo

Phase 01 · Agent Onboarding & AI Training

Marcus Rivera

Week 1 — Training

Previous Landstar — 4 years

Commission 70%

Equity Vesting Eligible at 12 mo

Non-Compete Expired Mar 2026

Training Metrics

Training completion 0%

Est. time to live ops 3.5 weeks

AI agent readiness Building...

Scenarios completed 0

AI Training Timeline — 8 Modules

✓

01 HTG Culture & Mission 1.5h

Complete

02 Customer Qualification 2.0h

In Progress — 65%

🔒

03 Pricing Discipline 2.5h

Locked

🔒

04 Carrier Matching Logic 2.0h

Locked

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05 Dispatch Operations 3.0h

Locked

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06 Compliance Guardrails 2.0h

Locked

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07 Financial Literacy 2.5h

Locked

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08 Live Ops with Hatch AI 2.0h

Locked

Module 2 — Active Scenario

Scenario: Inbound quote request from new shipper — evaluate credit risk and qualify the account

Hatch evaluates agent performance across:

Pricing confidence

Objection handling

Margin awareness

Hatch AI

Welcome. I'm Hatch — your operating copilot. Let's onboard a new agent.

Phase 02 · Quoting a Load — The Core Value Moment

Inbound Quote Request

Pacific Coast Distributors

Sarah Chen · Logistics Manager

REF: PCD-2026-04891

Origin

Long Beach, CA

Port of Long Beach, Pier J

→

Destination

Dallas, TX

Distribution Center

Commodity

Consumer Electronics

42,000 lbs

Equipment

40' HC → 53' Dry Van

Transload at port

Container

MAEU7234561

Maersk

Pickup / Delivery

May 5 → May 9

2026

⚡ AI Analysis

Lane History

23 loads

LGB→DFW · 90 days

Avg Market Rate

$2,580

Trending +3.2% ↑

Fuel Index

$3.87/gal

Stable

Carrier Capacity

12 carriers

Available · strong

Seasonal Factor

Normal

No holiday surge

Payment History

Net 30

100% on-time ✓

Competitive

$2,650

Cost Basis$2,365

Gross Margin$285

Margin %10.8%

Win Probability89%

⚠ Thin margin

⭐ Hatch Recommended

Target Margin

$2,850

Cost Basis$2,365

Gross Margin$485

Margin %17.0%

Win Probability74%

✓ Recommended

Risk-Adjusted

$3,100

Cost Basis$2,365

Gross Margin$735

Margin %23.7%

Win Probability41%

📊 Premium

Why Hatch Recommends $2,850

📈 Lane rate trending up 3.2% — room for target margin

🤝 Pacific Coast accepted 4 of 5 quotes in this range

🚚 Carrier availability strong — no urgency premium needed

✓ 17% margin exceeds your 15% floor for this customer

Agent stays in control. Hatch provides clarity.

Hatch AI

A customer has requested a quote. Pacific Coast Distributors needs forty-two thousand pounds of consumer electronics moved from Long Beach to Dallas.

Phase 03 · Carrier Selection & Execution

Carrier Assignment

Quote Accepted ✅ — Initiating carrier assignment…

Rank	Carrier	On-Time	Claims	Lane Loads	Rate	Insurance
⭐ 1	Summit Transport LLCRecommended	97.2%	0.3%	47	$2,100	✅ Active
2	Horizon Freight IncAvailable	94.1%	0.8%	31	$2,050	✅ Active
3	Red Mesa CarriersAvailable	91.5%	1.2%	18	$1,980	✅ Active
4	CrossBridge LogisticsAvailable	89.3%	1.5%	8	$2,150	⚠️ Exp. 60d
5	Valley Express IncAvailable	86.7%	2.1%	3	$1,920 ↓	✅ Active

Hatch Score Breakdown — Summit Transport (94.7)

On-time reliability (35%)

35 pts

Claims history (30%)

28 pts

Lane familiarity (20%)

22 pts

Price competitiveness (15%)

9.7 pts

Reliability > Cheapest — always

Summit Transport LLC — Detail

MC#MC-784521

DOT#2847561

AuthorityActive (FMCSA verified)

Safety RatingSatisfactory

Insurance$1M cargo / $100K GL (exp. 11/2026)

Equipment53' dry van, GPS-tracked

Driver ETAAvailable · 2.5 hrs to pickup

Last 5 loads✅✅✅✅✅

⚠️ CrossBridge (#4): Insurance expires in 60 days — monitor

⚠️ Valley Express (#5): Only 3 loads on this lane — limited data

ℹ️ Red Mesa (#3): Claims ratio above network average

Hatch AI

The quote is accepted. I am now assigning a carrier for this lane.

Carrier assignment requires agent approval

Phase 04 · CRM + Back Office + Compliance

⚡ CRM Auto-Update

Pacific Coast Distributors

Sarah Chen · Logistics Manager

Active Customer ✅

Last Interaction

Quote accepted — just now Updated by Hatch

Active Shipments

0 Updated by Hatch

Lifetime Loads

Revenue YTD

$68,400 Updated by Hatch

Relationship Score

87/100

📅 Follow-up call — May 10 Auto-scheduled

"LGB→DFW, 42K lbs consumer electronics. Quote $2,850 (17% margin). Summit Transport assigned."

📡 Shipment Risk Monitor

PCD-2026-04891

🟢 Dispatched — On Schedule

Summit Transport · ETA May 9, 2026

Risk: LOW ✅

✅Weather: Clear along route

✅Carrier: Active, insured

✅Equipment: Confirmed, GPS tracked

✅Pickup window: On schedule

⬜Delivery confirmation: Pending (May 9)

⚠️ ABX-2026-04872 — DELAY RISK

Driver HOS approaching limit — may require 10hr reset in El Paso

ETA impact: +8 hours · Customer notification recommended

📋 Compliance Artifacts

✅ Rate Confirmation Sent to Summit

✅ Bill of Lading (HTG-20260505) Pre-populated

✅ Carrier Insurance Cert. Verified $1M

✅ FMCSA Authority (MC-784521) Active

⬜ Proof of Delivery Awaiting delivery

⬜ Invoice On POD receipt

5 of 7 artifacts complete — 2 pending delivery

Load Revenue

$2,850

Carrier Cost

$2,100

Fuel Surcharge

$165

Transload

$100

Net Margin

$485 (17.0%)

✅ Above 15% floor

Agent Commission (70%)

$339.50

HTG Net

$145.50

Hatch AI

While the freight moves, I update CRM records, monitor shipment risk, and prepare compliance artifacts.

Phase 05 · Throughput & Economics — The Operating Leverage Story

Before HatchOS

→

With HatchOS

Same agent. Same market. Same lanes. 2× the output.

Before HatchOS

Loads per Week 14

Avg Margin / Load $1,890

Weekly Gross Revenue $26,460

Admin Hours / Day 6.2 hrs

Time on Revenue Work 38%

Compliance Errors / Mo 4.2

✦ With HatchOS

Loads per Week

0 +100% ↑

Avg Margin / Load

$0 +11% ↑

Weekly Gross Revenue

$0 +122% ↑

Admin Hours / Day

0 hrs -71% ↓

Time on Revenue Work

0% +113% ↑

Compliance Errors / Mo

0 -93% ↓

Agent P&L — Marcus Rivera · Monthly Projection

Monthly Loads

112

Gross Revenue

$235,200

Agent Income (70%)

$27,989/mo

HTG Platform Rev

$11,995/mo

Annual Agent Income

$335,868

Annual HTG Per Agent

$143,940

Network Scale — HTG Annual Revenue Projection

Network Size

10 Agents

25 Agents ★

50 Agents

100 Agents

Monthly Loads

1,120

2,800

5,600

11,200

Monthly HTG Rev

$120K

$300K

$600K

$1.2M

Annual HTG Rev

$1.44M

$3.6M

$7.2M

$14.4M

Hatch AI

This agent is currently handling fourteen loads per week. With my assistance, projected throughput is twenty-eight.

Phase 06 · Close

Platform Summary

Capability

Status

Demo Phase

AI Agent Training

🟢 Live

Phase 1

AI-Powered Quoting

🟢 Live

Phase 2

Carrier Intelligence & Selection

🟢 Live

Phase 3

CRM Automation

🟢 Live

Phase 4

Shipment Risk Monitoring

🟢 Live

Phase 4

Compliance Automation

🟢 Live

Phase 4

Throughput Optimization

🟢 Live

Phase 5

QuickBooks Integration

🟡 Q3 2026

—

Customer Portal

🟡 Q4 2026

—

Multi-Network Expansion

🟡 2027

—

2×

Loads per agent

17%

Protected margin

-71%

Admin time reduced

$14.4M

Annual rev · 100 agents

AI-Native

Built into the spine, not bolted on. Every decision informed by data.

Agent-Owned

70% commission. Equity vesting. Zero non-competes.

Capital Efficient

Break-even at low agent count. SaaS economics from day one.

Hatch AI

You've seen how HatchOS handles the full lifecycle — from agent training through quoting, carrier selection, execution, compliance, and profitability. AI at every decision point. Humans in control at every step.