Yojee completes the “Founding 4” as MOSAIC signs 12 agreements
Yojee Limited (ASX: YOJ) has signed all four MOSAIC Everest Founding Partner agreements, completing the invitation-only “Founding 4” cohort first announced on 8 July 2026. The milestone brings the total number of customer agreements across the MOSAIC freight forwarding and customs platform to 12 since its commercial launch on 8 July 2026.
Each Everest partner has made a 36-month commitment to implementing and shaping the platform, with the cohort spanning Australian forwarders that carry international network reach.
Fees under the agreements are usage-based and recognised progressively from each customer’s individual Billing Date as onboarding is completed. The company has stated that revenue under these contracts, individually or in aggregate, is not yet considered material given the usage-based structure and early stage of onboarding.
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Inside the completed Everest cohort
The Everest tier is an invitation-only programme capped at four major forwarders. With the first partner signed in July, Yojee has now added the remaining three positions to complete the cohort.
The company confirms that the identity of individual customers is not considered material and has not disclosed specific names. The four partners represent a deliberately varied reference base:
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A large Australian forwarder with offices across multiple Australian states and New Zealand, connected into a global logistics alliance spanning thousands of specialists.
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An independently owned logistics group founded in Sydney that has grown through acquisition into a multi-country network across Australia, New Zealand and Asia Pacific.
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A national operator working from offices in five Australian capital cities, connected into a hub-and-spoke network spanning offices in more than 50 countries.
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An established Australian freight forwarder and customs broker, and one of MOSAIC’s four original Beta customers.
Consistent with the terms disclosed on 8 July 2026, each Everest partner agreement carries:
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A 36-month term at a founder rate (a fixed discount to list pricing)
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Most-favoured-customer protection during the term
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A MOSAIC Advisory Board seat
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Structured co-design with MOSAIC’s product leadership
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A named executive sponsor
Fees are usage-based, charged per job processed through the platform, with billing commencing when each customer’s production environment is live and commercial use begins.
The 12 agreements across MOSAIC
The 12 agreements signed since commercial launch span four distinct cohorts, each with its own commercial terms.
| Cohort | Count | Term | Notes |
|---|---|---|---|
| Everest Founding Partners | 4 | 36-month founder term | Completed “Founding 4” |
| Ignition Partners | 3 | 24-month founder rate | SME international forwarders, part of “the Founding 25” |
| MOSAIC Standard customers | 3 | Rolling terms, 30 days’ notice | List pricing |
| Early-adopter agreements | 2 | Free initial period | Terms consistent with Wayfinder agreement (4 June 2026) |
Revenue under these agreements is recognised progressively from each customer’s individual Billing Date. Yojee has stated it will continue to update the market on revenue in the ordinary course, including through its quarterly Appendix 4C reporting.
Why onboarding is the deliberate next focus
With the Everest cohort complete, Yojee’s near-term priority is onboarding execution, not just sales. Each of the 12 signed customers operates differently, with distinct freight modes, customs pathways and legacy systems.
The company is using this phase to work closely with each customer, capturing what it learns and feeding it directly into MOSAIC’s implementation playbook. This measured approach is consistent with how Yojee has run MOSAIC’s commercialisation from the outset: build the platform, validate it in real-world environments, and bring on customers at a controlled pace before scaling.
For investors, the onboarding discipline being built now, covering training, integration patterns and customer success processes, is what the company intends to use to fast-track sales and onboarding as it scales through calendar year 2027.
CEO Commentary
“Twelve signed agreements since commercial launch tell us the model is working. Our priority now is driving our sales efforts with disciplined onboarding — learning the detail of how each of these customers actually operate, and using that to sharpen our playbook so we can move faster with every customer that follows. We are ‘laser-focussed’ on providing the best technology and scaling our Ignition client sales – ultimately providing the best platform to forwarders via MOSAIC,” said Mark Connell, CEO of Yojee.
Understanding MOSAIC and freight forwarding technology
A freight forwarder arranges the movement of goods on behalf of shippers, coordinating carriers, customs clearance and documentation across air, ocean and road transport. The industry has long faced fragmented supply chain data, with information exchanged between multiple participants and costly integrations required to connect enterprise systems.
MOSAIC is designed as a single platform that brings forwarding teams and partners together, aiming to overcome that fragmentation and enhance real-time visibility across Air, Ocean and Road freight.
MOSAIC’s positioning as an AI logistics operating system underpins the platform’s long-term differentiation case, with Yojee’s published AI strategy outlining a three-layer architecture spanning document processing, workflow orchestration and predictive intelligence already partially in production.
The platform operates on a usage-based model, charging per job processed. Under this structure, revenue scales with customer transaction volume as onboarding completes. This is why signed agreements today are positioned to translate into recurring revenue later, once each customer’s environment moves into live commercial use.
Execution against the plan and what comes next
The company has delivered against a sequence of milestones on MOSAIC’s commercialisation pathway:
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September 2025 — MOSAIC Beta launched.
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February 2026 — Beta completed without material defect.
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April 2026 — First commercial customer onboarded.
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June 2026 — Wayfinder signed as second commercial customer; AI strategy update released.
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July 2026 — MOSAIC commercial launch; Founding Partner Program launched and first Everest Founding Partner signed.
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August 2026 — Everest cohort completed (4 of 4); 12 customer agreements signed in total.
Looking ahead, Yojee’s commercial focus turns to building out MOSAIC Ignition, the up-to-25-forwarder “Founding 25” cohort. Ignition partners lock in a two-year founder rate along with early feature access and a seat on MOSAIC’s Roadmap Council. Three Ignition partners have signed to date, with the company continuing to build out the cohort as it scales through calendar year 2027.
For investors exploring the financial runway behind this commercialisation push, our full explainer on Yojee’s capital raising and MOSAIC growth funding covers the oversubscribed $7 million placement, the Share Purchase Plan terms, and how the company is directing proceeds toward customer acquisition and market expansion.
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