Yojee Ltd Signs First Commercial Contracts as MOSAIC Exits Beta
MOSAIC moves from proven to sold: Yojee signs first commercial contracts
Yojee Limited (ASX: YOJ) has moved its MOSAIC freight forwarding and customs platform out of Beta and validation into commercial launch, signing its first commercial customer contracts.
The development spans three parts announced together: the first commercial contracts signed, the launch of the MOSAIC Founding Partner Program, and the signing of the first Everest Founding Partner. The company describes this as the transition “from a platform being proven to a platform being sold.”
Revenue under these contracts is usage-based and commences from each customer’s Billing Date, the point at which the customer’s environment is ready for live commercial use as onboarding completes progressively. Notably, Yojee does not at this stage consider revenue under these contracts, individually or in aggregate, to be material. This is a commercial validation milestone rather than a revenue event.
When big ASX news breaks, our subscribers know first
What was signed: three contract types at launch
The signings fall into three distinct categories, giving investors a clear picture of the go-to-market structure at launch.
MOSAIC Standard covers two customers signed on Yojee’s standard commercial terms. These are rolling contracts commencing on the Billing Date, continuing until terminated by either party on 30 days’ written notice, and charged at list pricing per job processed through the platform. They are ordinary commercial customers on commercial rates.
The first Everest Founding Partner is an established Australian freight forwarder and customs broker, and one of MOSAIC’s four original Beta customers. The customer commits to a 36-month term at a founder rate (a fixed discount to list pricing) with most-favoured-customer protection during the term.
Yojee also signed three early-adopter agreements on terms consistent with the Wayfinder agreement (ASX announcement dated 9 June 2026). These carry no fees during their initial free periods, which end in September 2026.
| Contract Type | Customers | Term | Pricing Basis | Billing Note |
|---|---|---|---|---|
| MOSAIC Standard | 2 | Rolling, 30 days’ notice | List pricing per job | Commences on Billing Date |
| Everest Founding Partner | 1 | 36 months | Founder rate (fixed discount to list, MFC protection) | Billing on live production |
| Early-adopter agreements | 3 | Consistent with Wayfinder | No fees during free period | Free periods end Sept 2026 |
The mix matters. Full-rate commercial customers sit alongside a committed multi-year founder partner, signalling validation from paying users rather than trials alone.
The Founding Partner Program explained
Alongside its standard commercial offering, Yojee launched the MOSAIC Founding Partner Program, described as a deliberately limited program offering founder terms to a controlled number of international freight forwarders who commit early and help shape the platform’s roadmap. It operates across two tiers built on the same foundation of founder economics and a genuine voice in the product.
-
MOSAIC Everest, “the Founding 4” — An invitation-only tier limited to four major forwarders. Everest partners commit to a longer term in return for the deepest founder economics, including a founder rate locked for three years and most-favoured-customer protection, plus a MOSAIC Advisory Board seat, structured co-design with product leadership, and a named executive sponsor.
-
MOSAIC Ignition, “the Founding 25” — A cohort of up to 25 SME (Small and Medium-sized Enterprise) international forwarders. Ignition partners lock in a founder rate for two years, receive early access to new features, and take a seat on MOSAIC’s Roadmap Council.
The tiers operate on a per-region basis, enabling Yojee to extend the program into additional regions over time.
For a software-as-a-service (SaaS) platform, locking in committed reference customers early builds a base of proof points and recurring usage while the broader market is opened on standard commercial terms. It allows the company to develop endorsements from operators using the product in live conditions.
Mark Connell, CEO of Yojee
“Creating the Founding Partner Program is about working with our customers to deliver a platform the industry actually needs — and it is a natural evolution in the commercialisation of MOSAIC. We are excited to see one of our Beta customers transition into the Everest program, and we look forward to continued growth from here.”
Execution against a stated plan
Yojee has been consistent about its MOSAIC plan: build the platform, validate it in real-world environments, bring on early customers in a measured way, then take it to commercial launch. That sequence has been hit in order.
-
September 2025 — MOSAIC Beta launched.
-
February 2026 — Beta completed without material defect (ASX announcement dated 23 February 2026).
-
April 2026 — First commercial customer onboarded, processing live sea import shipments (Q3 FY26 Activity Report dated 30 April 2026).
-
June 2026 — Wayfinder signed as second commercial customer (9 June 2026); AI strategy update released (16 June 2026).
-
July 2026 — MOSAIC commercial launch: first commercial customer contracts signed, Founding Partner Program launched, and first Everest Founding Partner signed.
Each milestone has been delivered in sequence, building a track record of execution. The Everest partner’s move from Beta participant to a committed, multi-year commitment stands as a real-world endorsement from an operator that has used the platform in production conditions.
MOSAIC Beta completion in February 2026 was the critical prerequisite for commercial launch, with Australian freight forwarders each processing a minimum of 10 jobs through the platform without material defects before Yojee declared the validation phase closed.
The next major ASX story will hit our subscribers first
What it means for investors and what comes next
MOSAIC has crossed from a pre-commercial to a commercial product. The presence of both list-price customers and a committed founder partner helps de-risk the go-to-market model by demonstrating demand across different customer types.
On the mechanics, revenue is usage-based and recognised from each customer’s Billing Date as onboarding completes. Fees are denominated in USD, charged per job processed through the platform. Under each Founding Partner and Standard contract, the customer pays an initial deposit that is fully credited against Initial Usage Fees, with invoicing prepaid in advance and usage deducted from the credit balance.
Investors should note the company’s own framing: given the usage-based structure and the early stage of onboarding, Yojee does not at this stage consider revenue under these contracts to be material. This is a validation and platform-adoption milestone.
Looking forward, the per-region program structure signals intent to extend the Founding Partner Program into additional regions over time, while the early-adopter free periods are set to end in September 2026.
Don’t Miss the Next ASX Tech Breakout
Big News Blast delivers FREE breaking ASX tech news directly to your inbox within minutes of release, complete with in-depth analysis already done for you. Join 20,000+ subscribers staying ahead of the market and click the “Free Alerts” button at StockWire X to start receiving alerts the moment news breaks.