Nevoya
Fleet services · Los Angeles, CA, US
AI-native all-electric trucking carrier at cost parity with diesel.
Buys electric trucks and operates them as a carrier for shippers/3PLs, with an AI transportation-management system optimizing utilization, routing and charging.
Research mapping
Physical AI / Autonomy Software, Fleet Platforms & End Markets (L10) / Fleet services
Evidence boundary
Original analysis and independent corroboration remain under development. Commercial scale and durable technical advantage remain under review.
What makes it defensible
Operates electric trucks as a carrier and prices freight at diesel parity by running its own transportation-management system for utilization, routing and charging — the software carries the margin, the trucks are the product.
Position in the stack: Asset-owning carrier between shippers/3PLs and the electric-truck OEMs; moat is proprietary operating data plus charging-and-route orchestration economics, which is what turns a cost disadvantage (truck capex) into parity.
Who buys it
Named customers: 10+ Fortune 500 companies
Founding team
Sami Khan — Co-founder & CEO — Previously at McLaren and Montagu Private Equity.
Tom Atwood — Co-founder & CTO — Previously at ClearMetal (freight visibility software).
John Verdon — Co-founder & CCO — Previously in trucking autonomy at Waymo and at Motive.
SourceFinancing detail
- Last round
- Seed
Investors: Lowercarbon Capital (lead), Floating Point, LMNT Ventures, Third Sphere, Stepchange, Never Lift, Qasar Younis
Mapped funds and investors
Direct relationships supported by published evidence.
Reported holdings as-of
No sourced relationships mapped yet.
Disclosed investment history
| Fund / investor | Last sourced | Relationship | Evidence |
|---|---|---|---|
| LMNT Ventures | participant | Source |
Showing up to four relationships in each group. ETF weights describe the fund’s portfolio, not ownership of this company. Private investment history does not establish current ownership.