From inbox to infrastructure

When we launched Sedna, it was never just about email.

Email was the beachhead—the unstructured, messy, overlooked system where the real work of global trade actually happens. It’s where decisions get made, deals get done, and operations come to life.

But we always knew it was just the starting point. If you want to transform global trade, you don’t start with planning, accounting tools or ERPs. You start with the conversation.

And from there, you build up a system that doesn’t just document the workflow - it understands it, supports it, and eventually augments it. That’s the core philosophy behind TradeOS.

This week, we took a major step forward in that journey.

Why Dataloy, why now?

Dataloy is one of the most trusted voyage management platforms in shipping. For years, it’s been at the heart of how operators plan and execute voyages at scale. Its team, product, and customer base reflect decades of deep domain knowledge.

By bringing Dataloy into Sedna, we’re not just acquiring software - we’re closing a major gap between communication and execution.

Because here’s the reality in most shipping companies today:

• Communication lives in one place.
• Planning and execution live somewhere else.
• Intelligence is bolted on, if it exists at all.
• And people spend their days context-switching between disconnected systems.

This fragmentation kills momentum, slows decision-making, and hides critical insight.

Bringing Sedna and Dataloy together creates a new kind of system: One where conversations become actions, and where data from the inbox directly powers real-world decisions. That’s not just convenient - it’s transformative.

A new Operating System for Global Trade

We now support more than 1,000 customers across every major segment of global trade: shipowners, operators, charterers, brokers, agents, ports, and more. Each day, we process over 3–4 million emails. Each month, more than 3 billion search operations run through Sedna.

No other company sees this much of the industry. And with that scale comes an extraordinary vantage point: we’re uniquely positioned to build the infrastructure that connects and elevates the entire ecosystem.

That’s what TradeOS is.

It’s not a single product. It’s not just Sedna + Dataloy. It’s a unified architecture for how global trade operates in the AI era.

The philosophy behind TradeOS

TradeOS is built on four core principles:

1. Conversation-First

Everything starts with unstructured input - email, chat, PDFs, spreadsheets, messages. We treat these as primary inputs, not artefacts. Our native-AI tools structure this data, vectorise it, and link it to decisions, systems, and outcomes.

This isn’t generic NLP. It’s domain-specific intelligence trained on real-world maritime workflows, emails, and decisions.

2. Decision-Aware

Most systems are dumb containers. TradeOS is different. It understands context. It surfaces what's relevant, captures intent, tracks workflows, and highlights what needs action - without requiring users to jump between systems.

We’re already seeing this in action through our integration of MCPs, our extraction models for laytime and demurrage, and our automated tagging and linking in Sonar.

3. Open by Design

We believe in ecosystems, not empires. TradeOS is API-first, with a composable backend that invites integration - not lock-in.

We’re also developing a new programming interface that enables users and partners to embed intelligence into workflows - without needing to be experts in AI or email parsing. Just describe what you want, and the system adapts.

4. Composable UX

Finally, we’re building a design system that lets others extend the TradeOS without needing to rebuild basic UI and interaction components.

This is key. Because the future of global trade won’t be owned by any one vendor - not even us.

It will be built by a network of participants: developers, analysts, operators, consultants, agencies - people who know the edge cases and build for them.

TradeOS will support tools, services, and workflows we’ll never imagine - because we’re building a foundation, not a ceiling.

What’s next

The Dataloy acquisition is one of the most strategic moves we’ve ever made - but it’s just one move. TradeOS is a long game.

We’re investing in it across every layer:

• Real-time vector search and surfacing
• Structured representations of unstructured inputs
• App-level extensibility and developer tooling
• A design system that opens the door to ecosystem innovation

And with over 1,000 customers - and growing - we’re scaling this vision across the entire industry. This is the infrastructure we believe the future of global trade deserves. It starts with conversations. It leads to insight. And it ends in action.

Welcome to the next chapter.