TBDC Pivot 1
Omniful
Supply Chain / OMS / SaaS
Series AGCC + India$5–15M USD
90+ clients, 20 countries, 5.1M+ orders. Aramex 4-yr partnership.
Tier 1 — priority introductions (score 11–14/14)
OMERS Ventures
Possible via TBDC
Tier 1 · 14/14
Gap: Enterprise B2B SaaS — no supply chain OMS
3
3
2
2
2
2
0
STG
SEC
CHQ
L/F
GEO
FIF
SV
/3
/3
/2
/2
/2
/1
/1
14 / 14 (100%)
Series A with significant enterprise revenue and Canada Q1 2026 expansion is exactly OMERS' entry profile. The Canadian expansion is the hook — without it this conversation doesn't happen. 90+ clients across 20 countries is a compelling scale signal for enterprise SaaS investors.
Next: TBDC warm path to OMERS. Frame the Canada Q1 2026 expansion as primary — OMERS needs a Canadian nexus to lead.
Inovia Capital
Possible via TBDC
Tier 1 · 13/14
Gap: B2B SaaS at Series A — no logistics/OMS play
3
3
2
2
2
2
0
STG
SEC
CHQ
L/F
GEO
FIF
SV
/3
/3
/2
/2
/2
/1
/1
13 / 14 (93%)
Strong Series A profile with enterprise revenue. Canada Q1 2026 expansion is credible. Inovia's global portfolio appetite supports a GCC-origin company with genuine North American ambition.
Next: TBDC warm path alongside OMERS approach. Inovia can be positioned as co-lead or follow-on.
Do not match — reason logged
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Golden / Panache / Staircase
Pre-seed/Seed focused with $250K–$2M cheques. Omniful at Series A with 90+ clients has outgrown their mandate by 3 stages. Introducing now signals TBDC doesn't read the room.
✗
Portage Ventures
FinTech and InsurTech exclusive. Supply chain OMS has zero thesis overlap regardless of SaaS delivery model.
✗
Cycle Capital
Cleantech focus. No alignment with supply chain SaaS regardless of operational efficiency framing.