An AI-enabled acquirer of vertical software

We acquire. We integrate. We compound.

Founder-led vertical software businesses, rebuilt around AI workflows, outcome economics, and disciplined long-term ownership.

We focus on cargo, customs, freight, and warehousing. Founders retain operating control. SuperNova adds liquidity, AI capability, and federation-level leverage.

Founder-led 40+ countries served Mission-critical software Long-term ownership
Selective acquisition · Operational autonomy · Compounding ownership

The federation

More than capital.

Portfolio companies join SuperNova for what happens after close: deployable AI capability, shared operating leverage, and equity that compounds as the federation expands. Two founder-led businesses anchor the platform today. More joining selectively.

e-Cargoware logo
e·CW
Ireland · Europe Cargo & freight forwarding

e-Cargoware

Cargo management platform serving airlines, GSAs, and logistics operators across 40+ countries. Built over 15+ years with deep workflow knowledge and 90%+ recurring revenue.

  • 40+ countries
  • Airlines & GSAs
  • 90%+ recurring
Hans logo
HANS
India · Asia Customs & warehouse

Hans Infomatics

24-year cargo and logistics software pioneer with deep customs, cargo, and warehouse operating depth. CMMI Level 3 certified with a cross-modal product portfolio serving India and adjacent markets.

  • CMMI L3
  • 4 product lines
  • 24 years operating
Customer categories served today: airlines GSAs freight forwarders customs teams warehouse operators

The shift

Software charged for the seat.
AI charges for the outcome.

01

Per-seat SaaS is mature. The next margin shift comes from workflow execution.

02

AI agents can now perform booking, routing, clearing, and reconciliation directly.

03

Value capture is moving from access to measurable operational outcomes.

Operating model

Acquire. Integrate. Compound.

Hold for the long term. Preserve founder autonomy. Stay selective enough that discipline becomes the moat.

01

Acquire

We acquire founder-led vertical software businesses in mission-critical operations. Typical fit: $1–5M ARR, 70%+ recurring revenue, and clear vertical depth. Founders retain the company, team, brand, and P&L.

02

Integrate

SuperNova OS gives portfolio companies a shared AI operating layer they can adopt by capability. Today, that means workflow-specific automations such as booking, routing, clearing, and reconciliation tasks being layered onto existing systems of record without moving customer data into a shared database.

03

Compound

Each acquisition adds capabilities the rest of the federation can adopt. Over time, anonymized operating signals support pricing, forecasting, and benchmarking products. The federation expands without forced consolidation.

Where we focus

Where we focus.

We start where workflows are dense, outcomes are measurable, and systems of record are deeply embedded in daily operations: the work behind every shipment, clearance, and cross-border transaction.

Cargo & freight forwarding Customs & trade compliance Warehouse management Logistics optimization Carrier & fleet operations

Structure

Clear holding structure. Selective federation.

SuperNova is being built as a Canada-focused holding structure for founder-led vertical software companies. Portfolio companies remain operating subsidiaries with their own brands, teams, customer relationships, and P&Ls.

01

HoldCo

The parent entity is being organized for a Canadian public-market path, with investor communication and governance designed accordingly.

02

Portfolio companies

Operating companies sit underneath the holding structure and continue to run with local management, local workflow depth, and customer-facing continuity.

03

Shared layer

Capital allocation, AI capability, and cross-portfolio operating leverage sit at the federation layer rather than being forced into a single merged operating stack.

For founders

Liquidity, without exit.

You've built something real: customers, revenue, and software inside a mission-critical workflow. You know where the next decade of growth could come from. What you may not have is the capital, AI capability, or distribution reach to unlock it at the right speed.

Sell to PE

The right deal for some, but the typical structure compresses your timeline to a 3–5 year exit.

Sell to a strategic

And watch your team get absorbed and your roadmap disappear into someone else's product.

Stay the course

And accept that scale is capped by what you can fund and what you can build alone.

SuperNova offers a third path: liquidity now, meaningful equity upside later, and continued operating control. You retain your company, team, brand, and customer relationships. We add the AI layer, data infrastructure, and federation leverage.

$1–5M ARR · 70%+ recurring · founder-led · mission-critical
Start a founder conversation →

AI operating layer

One operating layer. Every portfolio company.

Current proof points, not a future-state sketch: two live portfolio companies, workflow-dense operating environments, and a shared approach to booking, routing, clearing, and reconciliation tasks without centralizing customer data.

What it does today

SuperNova OS is being positioned around concrete operating workflows: booking support, routing logic, clearance workflows, reconciliation tasks, and adjacent operator actions inside existing software environments.

Outcome pricing

Per shipment, per clearance, or per transaction — where the workflow supports it, pricing is tied to measurable operational value rather than only to seats provisioned.

Data architecture

Customer data stays inside each company’s system of record. The shared layer is capability-led, not a forced single-stack migration.

Why it compounds

Each new workflow capability can be reused across the federation, letting operating knowledge compound without stripping portfolio companies of autonomy.

Executive team

Operators who have built, bought, and scaled.

A founding executive team with operating experience across vertical software, regulated industries, capital markets, and AI-enabled execution.

Rakesh Malhotra

Rakesh Malhotra

Chief Financial Officer

Former finance leader in TSX-listed company environments, with 30+ years across public and private companies in North America and the Middle East. Leads capital strategy, investor readiness, and financial discipline.

Samridhi Kushwah

Samridhi Kushwah

Chief Strategy & Infrastructure Officer

Professional Engineer (P.Eng.) from the University of Waterloo, with nearly a decade at Enbridge delivering large-scale capital programs inside highly regulated systems.

Advisory board

External advisors with operating and capital-markets depth.

Dr Rahul Kushwah

Dr Rahul Kushwah

AI & Strategy

Founder of DeepSpatial, taking the company from concept to public listing. Brings AI product depth, capital-markets fluency, and operator-level perspective on scaling an AI-led company.

Des Vertannes

Des Vertannes

Cargo Industry · Governance

Former Head of Cargo at IATA. Brings three decades of standards, regulatory, and governance experience across airlines, freight forwarders, and the broader air-cargo ecosystem.

Michael Kott

Michael Kott

Capital Markets · Investor Network

Founder of CM-Equity AG, a Munich-based family office. Brings four decades in global capital markets, investor network access, and long-standing relationships across institutional and family-office capital.

Marc Essink

Marc Essink

Commercial and Integration

27+ years scaling and acquiring vertical software businesses in Europe. Former M&A Director at TSS / Constellation Software, with operator-level experience across commercial execution and post-acquisition integration.

Investor relations

A direct route for investors and advisors.

A single landing point for investor inquiries, corporate information, and exchange intent.

Corporate information

Registered address: Scotia Plaza, 40 King Street West, Suite 5800, Toronto, ON M5H 3S1, Canada.
Listing intent: Canada-focused public-market pathway, including a TSX listing objective.

Contact

Start the conversation.

Two routes. Direct access. No unnecessary process.