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Pallet

Automates transportation and warehousing operations

Business Value Creation Manager - Business Value Creation

Full-TimeUpdated on 10/17/2026
$150k - $200k+ Equity
Junior
San Francisco, CA, USA
In PersonFive days a week in the San Francisco office.
Business & StrategyBusiness Operations

About the job

Requirements
  • At least 2 years of experience in management consulting, private equity operations, or a value creation or transformation team.
  • Advanced Excel modeling skills, including scenario logic, assumption layering, and open- and closed-book modeling.
  • Ability to construct business cases in unfamiliar segments.
  • Direct ownership of an account through a change program, rather than advisory-only work.
  • Ability to communicate with executives and defend figures under pressure.
Responsibilities
  • Own the value case for strategic accounts by selecting value drivers, sizing the opportunity, and defending assumptions to customer senior vice presidents.
  • Build financial models with scenario logic and layered assumptions that can withstand changes to inputs during discussions with chief financial officers.
  • Grow existing accounts by identifying and proving additional value opportunities.
  • Diagnose problems at troubled accounts, lead transformation efforts, and provide customers with evidence of outcomes.
  • Carry accounts from the initial business case through realized return on investment, including the change program, commercial discussions, and close-out assessment.
  • Own emerging operational work with no existing owner, including contracting, partnerships, deal desk, and sales operations.
Desired Qualifications
  • Logistics or supply chain exposure.
  • Startup operating experience.
  • Hands-on use of artificial intelligence.

About the company

Pallet (Trypallet.com) provides a Transportation Management System (TMS) that automates and streamlines transportation and warehousing operations. It reduces manual data entry, optimizes routes, and automates billing. The platform integrates with customers' systems via API, EDI, or automatic PDF reading to ensure accurate billing and charge capture. It offers real-time driver location visibility through ELD integration and a mobile app that lets workers digitize tasks. The business runs on a subscription model with optional premium features and service charges. Compared with competitors, Pallet combines end-to-end TMS for transportation and warehousing with flexible integrations, automated billing, real-time visibility, and field-accessible mobile tooling in one platform. Its goal is to help logistics companies, warehouses, and other businesses with significant transportation needs improve operational efficiency, reduce labor costs, and scale logistics management as demand grows.

Company Size

51-200

Company Stage

Series B

Total Funding

$48M

Headquarters

San Francisco, California

Founded

2019

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Simplify's Take

What believers are saying

  • May 2025 Series B from General Catalyst brought Pallet total funding to $50 million.
  • Pallet claims Lineage automated 2 million tasks at over 99% accuracy.
  • Pallet's 2026 platform launch targets exception-heavy freight work with immediate ROI.

What critics are saying

  • HappyRobot and Vooma are better-funded direct rivals stealing broker and 3PL deals.
  • Legacy TMS vendors like McLeod, Trimble, and project44 control sticky enterprise workflows.
  • If pilots stall after 2026, Pallet's AI workforce story collapses into generic automation.

What makes Pallet unique

  • Pallet's 2026 Forge compresses logistics agent deployment from six months to six weeks.
  • CoPallet runs inside TMS, WMS, ERP, email, and legacy AS400 systems.
  • Named customers like Lineage, STG Logistics, and Mallory Alexander validate enterprise adoption.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Unlimited Paid Time Off
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Professional Development Budget
  • Commuter Benefits
  • Home Office Stipend

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

-3%

2 year growth

4%
Yahoo Finance
Oct 20th, 2026
Pallet launches Signals to feed real-time external events into enterprise AI decisions

Pallet, which builds AI systems for the physical economy, has launched Signals, a tool that feeds live external events into the decisions of its AI agents. The San Francisco company announced it on October 20, 2026. Signals links disruptions such as tariffs, material shortages, port delays, and weather to a company's operational data and institutional knowledge. It traces how a change in one area affects customers, orders, inventory, transportation, and capacity, and updates its reasoning as conditions change. It works across systems including ERPs, AS/400, email, and web portals. Companies keep control of the AI stack and of what agents can access and execute. Signals is available to Pallet customers now. It follows Atlas, an AI layer that maps supply chain connections.

PR Newswire
Mar 16th, 2026
Pallet claims to cut F&B operational costs by 20% with unified retail management platform

Pallet, an AI-powered unified retail management platform, is helping India's food and beverage sector tackle rising operational costs and margin pressure. The company claims its integrated system can reduce operational expenditure by up to 20% by eliminating inefficiencies from fragmented technology stacks. Founded by Santosh Bojarajan, Pallet consolidates front-end logistics with back-end compliance and inventory management into a single platform. The system addresses what Bojarajan identifies as a 15-20% margin loss caused by operational friction in traditional restaurant technology setups. The platform supports hybrid logistics models, enabling brands to manage third-party aggregators, hyperlocal delivery partners and proprietary fleets simultaneously. Clients include Dum Durusst and Bombay Kulfi Ice Creams, with the platform offering real-time profitability tracking down to square-foot level analysis.

The SCXchange
May 28th, 2025
Tech startup Pallet raises $27 million for workflow AI

The San Francisco supply chain tech startup Pallet today said it has raised $27 million in backing for its artificial intelligence product that automates repetitive processes in logistics workflows, such as order entry, portal updates, and quoting.

Business Wire
May 28th, 2025
Pallet Secures $27M Series B Led by General Catalyst to Scale AI Workforce for Logistics

Pallet, the company behind CoPallet, the AI workforce for logistics, today announced a $27 million Series B round led by General Catalyst, with continued sup...

Plato Technologies Inc.
May 28th, 2025
Pallet Raises $27M for AI Expansion

Artificial intelligence logistics software startup Pallet raised $27 million in a Series B funding round led by General Catalyst. The funds will be used to expand Pallet's AI infrastructure and develop what General Catalyst calls a "new operating system for the logistics industry." Pallet's AI platform, CoPallet, automates manual back-office tasks for logistics providers, significantly reducing costs and increasing efficiency. Existing investors Bain Capital Ventures, Activant Capital, and Bessemer Venture Partners also participated.