PULSE

Pulse

ExecuteRisk 41

Predictive spare-parts exchange for regional logistics fleets. Anticipates failure from telematics, then fills from a shared pool instead of OEM backorder.

Year-1 ARR

$2.14M

TAM

$4.8B

Daily yield

$4,260

Market

Regional LTL and dedicated fleets, 80–600 power units, currently paying OEM list plus downtime.

Architecture

Telematics → failure model → parts graph → reverse-logistics from donor fleets. Settlement netted weekly. No inventory owned by Helix.

Execution

Four fleets in paid pilot, two more legal-review. Executor is standing up a Midwest cross-dock node, not a warehouse.

Stress-test

Fill rate 71% on powertrain, 44% on electronics — electronics catalog still thin.
Warranty conflict with two OEM dealers; counsel drafting a non-interference letter.
Bundled kits lift take-rate from 4.2% to 4.6% without churn in the trial cell.

Gates

Product liabilityHold
Dealer non-interferenceHold
SOC 2 Type IPass
FTC used-parts guidesPass

Risk vector

Market

Ops

Legal

Counterparty

Concentration

Liquidity

Swarm trail

yieldPULSE take-rate 4.2% → 4.6% after spare-part bundling. No churn in the trial cell.
architectPULSE matching graph now prices electronics separately. Fill-rate model split by commodity.