AI-Extended Enterprise · 4PL

TOMPKINS LOGISTICS
Think. Act. Deliver.

TOMPKINS LOGISTICS is the first AI-native 4PL that contracts outcomes, not hours. One accountable partner. Full supply chain intelligence. Results that compound from day one.

North America Primary Market
Expanding across LATAM
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4PL
Full-tier orchestration
end to end
AI
Native intelligence
from day one
1
Accountable partner
for everything
2
Markets. One
operating model.
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Our Manifesto
"Logistics is not a cost center.
It is a competitive weapon,
and most companies are still treating it
like overhead in a world where it decides who wins."

We built TOMPKINS LOGISTICS because the world deserved better than fragmented carriers, reactive operations, and weekly reports that describe yesterday's problems. The supply chain of tomorrow is proactive, intelligent, and fully accountable. That is what we deliver , and we built the entire company around it.

TOMPKINS Logistics · 2026
The AI evolution · Where we stand
Every other logistics company
is catching up to Phase 3.
We were built at Phase 4.
Phase 1 · 2018–2022
Tool

AI as software. Humans decide. Algorithms assist. The industry experiments with dashboards and visibility platforms.

Phase 2 · 2022–2023
Worker

AI as a team member. Co-pilots, copilots, generative tools. Most logistics companies are still here, retrofitting AI onto legacy operations.

Phase 3 · 2023–2025
Partner

AI as a collaborator. Agentic workflows begin. Decisions are shared. The leading edge of the industry arrives here in 2025.

Phase 4 · 2025 → ∞
Enterprise Extension

AI is the operating fabric. Agents run pipelines, exceptions, routing, and learning loops autonomously. This is where TOMPKINS LOGISTICS was built. And where Escape Velocity begins.

Framework: Jim Tompkins · AI-Extended Enterprise
The missing piece
The market had consultants and it had carriers.
Nobody owned the outcome.
Before TOMPKINS LOGISTICS

Multiple vendors. No single throat to choke.

Carriers, brokers, TMS vendors, consultants, and your own operations team , each managing their piece, none owning the whole. Exceptions fall through gaps. Costs drift. Visibility is a fiction.

With TOMPKINS LOGISTICS

One partner. Full accountability. Intelligence at every layer.

TOMPKINS LOGISTICS owns the design, the execution, the technology, and the result. One team that knows your business, one platform that tracks everything, one number to call when something needs to change.

5 macro trends driving the opportunity
The timing has never been better.
The need has never been greater.
Operating philosophy
Three principles. One operating model.
Everything TOMPKINS LOGISTICS does flows from these three commitments. They are not values posted on a wall , they are the architecture of how we work.
I

Accountability before everything

We do not manage activities. We own outcomes. Every engagement is structured around results that can be measured, tracked, and improved , with TOMPKINS LOGISTICS's name on the line.

II

Intelligence as infrastructure

Technology is not a reporting layer. It is the operating muscle of the company. Every decision, every exception, every optimization is driven by data that improves over time.

III

Long-term partnerships, not transactions

We are at our best when deeply embedded in your business. Our model is built for relationships that compound in value , not for contracts renewed out of inertia.

AI thesis
Built at Phase 4.
Where AI becomes an Enterprise Extension.
"We are at Phase 4 of the AI evolution. The Enterprise Extension phase. AI is no longer a tool, a worker, or even a partner. It is the operating fabric. Every agent improves the next. That is not a feature. That is Escape Velocity."

Most logistics companies are still at Phase 2 or 3 of AI adoption. Using it as a tool or as an assistant. TOMPKINS LOGISTICS was built at Phase 4: the Enterprise Extension phase, where AI agents run operations autonomously and the entire business model is designed around their output. The Opportunity Scout Agent qualifies pipeline. Exception agents resolve disruptions before they surface. Route intelligence compounds with every shipment. This is not AI as a capability. This is an agentic operating company.

Agentic by design

Agents run the pipeline, exceptions, routing, and performance loops. Not dashboards that humans watch. Autonomous systems that act.

Continuous learning

Every shipment, every carrier interaction, every exception feeds the intelligence layer. Your supply chain improves measurably with every cycle.

Human judgment at the right moments

AI handles speed and pattern recognition. Senior operators handle judgment, relationships, and the calls that matter most.

Escape Velocity

At Phase 4, AI becomes self-reinforcing. Every client, every shipment, every exception makes the platform smarter. Competitors cannot catch up by retrofitting.

Business model
Asset-light. Performance-linked. Built to scale.
Our model is designed to grow margins as we grow clients, with fees structured to align our incentives with your outcomes.
Management fee

Operational retainer

A monthly fee for dedicated operations management, carrier oversight, and account leadership. Scales with network complexity and scope.

Primary recurring revenue line
Technology fee

Platform access

Access to the TOMPKINS LOGISTICS intelligence platform: real time visibility, AI exception management, analytics, and the enterprise command center dashboard.

SaaS-style recurring revenue
Performance fee

Results-based component

A variable component tied to measurable outcomes: freight cost reduction, SLA attainment, and network optimization benchmarks.

Aligns our upside with yours
Service portfolio
Everything your supply chain needs. Nothing it does not.
SVC-01

Supply chain network design

End-to-end mapping, modal optimization, and architecture from source to final delivery.

SVC-02

Carrier management & procurement

Selection, contracting, performance management, and continuous optimization of your carrier network.

SVC-03

4PL operations management

Full daily operational oversight with dedicated account operators and SLA accountability.

SVC-04

AI-powered exception management

Autonomous agents that monitor, flag, and resolve exceptions before they become disruptions.

SVC-05

Cross-border & LATAM corridors

End-to-end management of NA-LATAM trade lanes: documentation, compliance, and customs oversight.

SVC-06

Technology integration

Platform connection to your ERP, WMS, and commerce systems. Most clients are live in under 30 days.

SVC-07

Strategic supply chain advisory

Access to the Tompkins network. Board-level strategy, transformation roadmaps, and benchmarking.

SVC-08

Performance management & analytics

KPI reporting, carrier scorecards, and executive dashboards that turn data into decisions.

Engagement modes
Four ways to work with us.
We adapt to where you are today. Whether you want to hand over everything or start with a specific function, there is an engagement model designed for your situation.
FULL

Full 4PL Takeover

TOMPKINS LOGISTICS assumes full operational responsibility for your supply chain. End-to-end. Comprehensive. One contract, one partner, one result.

MANAGED

Managed Services

We run specific functions , carrier management, exception handling, analytics , while you retain control of others.

ADVISORY

Advisory + Technology

Strategic consulting combined with platform access. For clients who want intelligence without full operational handover.

PROJECT

Project-Based

Network redesign, LATAM market entry, technology implementation. Defined scope, defined timeline, defined outcome.

Enterprise Command Center
The nerve center of your supply chain.

The ECC is not a passive monitoring dashboard. It is the active orchestration system that converts operational events into economic action, in real time, across every corridor TOMPKINS LOGISTICS serves.

01
👁

Intelligence

Real time data ingestion across the entire TOMPKINS LOGISTICS network: orders, inventory, transport, costs, events. APIs with ERPs, TMS, WMS, partner systems and external tools. The eyes and ears of the operation.

02
🧠

Predictive

Proprietary AI models: demand forecasting, route optimization, SLA prediction, anomaly detection, risk scoring. Events are anticipated before they materialize. Signals become foresight.

03

Decision

AI agents and human orchestrators convert prediction into action: prioritization, escalation, coordinated execution across the TOMPKINS LOGISTICS partner network. Every decision links back to its financial impact in real time.

04
🛡

Trust

Auditable SLAs, traceable unit economics per client, governance rituals reviewed at board level. Trust is what turns the ECC into a defensible, compounding asset. Not just a clever tech stack.

🏆
Survives AI commoditization

Generic AI visibility is becoming table stakes. Managed Execution and Managed Outcomes are not. The ECC operates on those two upper layers: and that is the frontier that protects TOMPKINS LOGISTICS's margin.

📈
Context velocity compounds

Every orchestrated workflow adds to the ECC's intelligence. Context velocity, measured in workflows per month, is the operating metric that governs growth. It cannot be replicated overnight.

🔒
Contractual lock-in

As the ECC orchestrates the operation, contractual depth and data visibility make substitution increasingly costly for the client. The longer the relationship, the stronger the moat.

Enterprise Command Center
48 indicators. Four perspectives. Zero surprises.

The full TOMPKINS LOGISTICS indicator tree, live: Financial, Commercial, Operational and Technology KPIs with benchmarks and targets from the Management Dashboard.

Live
F1
$430K
Monthly Revenue
→ $700K by Mar
F2
25%
Gross Margin
→ ≥40% Y2
F3
8%
EBITDA Margin
→ 8% Y1 · 30% Y5
F4
$9.8K
Burn Rate / mo
→ ≤$10K pre-raise
F5
7.2mo
Cash Runway
→ ≥6 months
F6
$8.4K
CAC
→ ≤$10K / client
F7
4.2:1
LTV : CAC
→ ≥4:1 Y1 end
F8
$520K
Revenue / Employee
→ ≥$500K / FTE
F9
32d
DSO
→ ≤35 days
F10
108%
Net Rev Retention
→ ≥110% Y2
F11
$16/shpt
Cost / Shipment
→ ≤$18 / shipment
F12
$128K
Gross Profit / Client
→ ≥$120K / client
OKR Progress · FY2026
DoneEntity incorporated
DoneFirst client revenue
85%Tech foundation
Structural advantages
Why TOMPKINS LOGISTICS wins where others do not.

The walk-the-talk advantage

Jim Tompkins created the AI-Extended Enterprise concept, sells it to Fortune 500 companies through Tompkins Ventures, and proves it operationally here. No competitor can say their founder invented the playbook and is running it live.

AI native from inception

We carry no legacy debt, no workarounds, no technical compromise. The platform was built for intelligence from day one.

NA + LATAM coverage

The only 4PL built specifically for both markets, with operators who have roots on both sides of the corridor.

Asset-light scalability

We scale without capital expenditure. Every new client makes the platform smarter and the network stronger for all clients.

Operator + technologist DNA

Our founding team has done this before. At scale, under pressure, across multiple markets. This is not a theory.

Performance-linked economics

Our fees are structured around results. When your supply chain improves, we both win. The incentives are perfectly aligned.

Priority verticals
Industries where TOMPKINS LOGISTICS creates the most value.
We focus where complexity is highest and the cost of getting logistics wrong is greatest.

Retail & E-Commerce

Last-mile complexity, omnichannel fulfillment, and peak-season resilience at scale.

Industrial Manufacturing

Inbound raw material flows, outbound distribution, and cross border sourcing management.

Pharmaceutical & Life Sciences

Temperature-controlled logistics, regulatory compliance, and chain-of-custody integrity.

Technology Hardware

High-value product logistics, reverse logistics, and global distribution management.

Food & Beverage

Cross-border trade, perishable management, and regulatory compliance across NA-LATAM corridors.

Consumer Goods

Multi-carrier network management, inventory optimization, and demand-driven fulfillment.

Client journey
From first conversation to a supply chain that performs.
A structured, proven onboarding process that gets you to full operations fast, without disruption, with a team embedded from day one.
Week 1
01

Discovery & assessment

We map your current network, identify the gaps, and define what good looks like for your specific business.

Weeks 2–3
02

Design & blueprint

Network architecture, carrier selection strategy, SLA definition, and the technology integration plan.

Weeks 3–6
03

Integration & onboarding

Platform connected to your systems. Operations team embedded. Cockpit configured and live.

Week 6+
04

Operations go-live

Full handover to TOMPKINS LOGISTICS operations. SLAs activated. ECC monitoring from day one.

Ongoing
05

Continuous optimization

Quarterly reviews, carrier performance cycles, AI model updates, and improvements that never stop.

Unique client benefits
What it actually feels like to be a TOMPKINS LOGISTICS client.

You stop thinking about logistics

That is the goal. When TOMPKINS LOGISTICS is working, logistics disappears from your management agenda , quietly, reliably, intelligently.

Senior operators, always

No offshore escalation queues. The people running your account are experienced operators who have done this before.

Intelligence that is yours

The data TOMPKINS LOGISTICS generates about your network belongs to you. Our reporting makes your leadership team smarter, not more dependent.

A supply chain that gets better over time

Unlike a static 3PL contract, TOMPKINS LOGISTICS engagements improve with every cycle. The AI learns. Costs go down. Service levels go up.

One number. One contract. Full accountability.

No more managing five vendor relationships. No more exceptions that nobody owns. One partner. One SLA. One result.

A partner with skin in the game

Our performance fees are linked to your outcomes. When your supply chain wins, we win. That is how a real partnership works.

Co-Founders Team
Built by people who have done this before.
JT

Jim Tompkins

Chairman

Founder of Tompkins International, Tompkins Ventures, and Tompkins Robotics. Over 50 years shaping global supply chain strategy as advisor to Fortune 500 companies worldwide. Author of more than 30 books on supply chain management and leadership. Jim created the AI-Extended Enterprise concept, sells it to corporations through Tompkins Ventures, and proves it operationally here. His involvement in TOMPKINS LOGISTICS is not a credential. It is a declaration of what comes next.

LinkedIn
VS

Vinicius Serrano

Founder & Global President

Founder & CEO of Telostot//Tompkins and VP Business Development at Tompkins Ventures. 35+ years as a C-level executive across Eastman Kodak, GKN Aerospace, Embraer, Schlumberger, Aker Solutions, and Cesbe Engineering, where he served as CEO. Educated at Cranfield School of Management, Grenoble Alpes, USP, and MIT. "Lasting companies are built with the right people, a clear thesis, and long-term discipline. We are the first AI Agentic logistics operator on the planet, carrying a brand that embodies 50+ years of global logistics excellence."

LinkedIn
MR

Mike Royster

Co-Founder & Chief Revenue Officer

Co-Founder & CRO of TOMPKINS LOGISTICS and CEO of Tompkins Ventures. 35+ years in C-suite roles at major 3PL operators across North America. Mike has built commercial engines, led complex integrations, and turned first meetings into decade-long partnerships. He brings to TOMPKINS LOGISTICS the relationships, market credibility, and revenue discipline that only come with decades in the field.

LinkedIn
AG

Antonio Grandini

Co-Founder & President, LATAM

Co-Founder & President LATAM with 40+ years of industrial and logistics operations leadership at major corporations across Brazil and Latin America. Antonio brings market depth, executive relationships, and the operational credibility that comes from running complex logistics environments at scale. In a region where trust is the real currency, he has spent four decades earning it.

LinkedIn
Tompkins ecosystem today
Part of something larger.
TOMPKINS LOGISTICS operates within the Tompkins Group, a network of complementary companies covering the full spectrum of supply chain transformation.
Tompkins International
Global supply chain consulting and advisory. The firm that shaped the supply chains of the Fortune 500 for 50+ years. Founded by Jim Tompkins.
Tompkins Ventures
Supply chain innovation and early-stage investment. Bets on the technologies reshaping logistics over the next decade.
Tompkins Robotics
Autonomous robotics and automation solutions for the modern warehouse. Pioneers in goods-to-person and sortation technology deployed across North America and beyond.
Telostot//Tompkins
Investment house and advisory firm backing the Tompkins ecosystem. Bridges institutional capital with operating expertise to build enduring logistics businesses.

Partner network &
strategic alliances

We build carefully selected partnerships with carriers, technology providers, trade compliance specialists, and regional logistics operators. If your organization is aligned with where logistics is going, we want to talk.

Investor information &
data room access

TOMPKINS LOGISTICS is building the defining 4PL platform for North America and LATAM. We are selective about the investors we work with , we look for partners who understand logistics, technology, and the long game.

Insights
Thinking that moves the industry forward.
Our team writes about the ideas shaping the future of supply chain, logistics technology, and cross border commerce.
4PL · Strategy

Why 3PL is no longer enough: the case for full accountability

The difference between managing freight and owning a supply chain is the difference between a vendor and a partner. Here is why it matters more than ever.

June 2026 · 6 min readRead the article
AI · Operations

What AI native actually means in logistics , and what it does not

Every logistics company claims AI. Very few are built with it at the core. This is the distinction that separates real intelligence from a dashboard refresh.

May 2026 · 8 min readRead the article
LATAM · Market

The LATAM logistics opportunity: why North American companies are getting it wrong

Expanding into Latin America is not a logistics challenge. It is a market intelligence challenge. The companies that succeed treat it that way from day one.

April 2026 · 7 min readRead the article
Let's talk

If your supply chain is holding your business back, that ends now.

We work with a focused number of clients. If you are evaluating a 4PL partner or want to understand what modern logistics management looks like, we want to hear from you.

TOMPKINS LOGISTICSThink. Act. Deliver.