Company Tread is the AI-native operating system for the $660B construction materials logistics market: the aggregate, asphalt, and concrete behind every road, bridge, and building in the country. Our customers run the gamut: enterprise producers and contractors that supply the world's largest infrastructure projects, alongside the family-owned hauling fleets that have moved the material this work depends on for generations. They're the operators who actually build the roads, bridges, and buildings around us. Most of the work still happens on paper tickets, phone calls, and disconnected scale houses. We're building the software they run on.

We crossed $1Bn in monthly delivered load value on the platform in March 2026. We’re at ~$XM ARR, and growing fast. Our enterprise customers reconcile real money, real freight, and real P&L against our data every day. Tread is the most important software they use.

We’re a Series A company backed by Mucker Capital.

We’re in ...