PitchBook-2024年四季度供应链技术风险投资趋势（英）_9页_3mb
报告摘要
Supply Chain Tech VC Trends Summary
Core Content
This document provides an overview of venture capital (VC) activity in the supply chain technology sector as of Q4 2024. It highlights key trends, notable deals, and exit activities across various sub-sectors including enterprise supply chain management, warehouse tech, freight tech, and last-mile delivery.
Main Sections
1. Supply Chain Tech Landscape
The supply chain tech landscape is segmented into four main areas:
- Enterprise Supply Chain Management
- Warehouse Tech
- Freight Tech
- Last-Mile Delivery
Each segment includes subcategories such as asset tracking, ERP, drones, autonomous delivery, and more.
2. Supply Chain Tech VC Ecosystem Market Map
This section offers a visual representation of venture-backed or growth-stage companies in the supply chain tech sector that have received notable private investments up to Q4 2024. The map provides a comprehensive view of the ecosystem and is available interactively on the PitchBook Platform.
3. VC Activity in Q4 2024
Q4 2024 saw a significant increase in VC deal value, primarily driven by Waymo's $5.6 billion Series C round. The total deal value for the quarter reached $9.1 billion, marking a 302.6% sequential increase. However, the deal count was 165, which is lower than Q1 and Q2 2024 but higher than Q3.
- Enterprise Supply Chain Management: Deal value increased to $752 million, the highest since the end of 2022.
- Last-Mile Delivery: Showed solid QoQ growth.
- Warehouse Tech: Slightly declined but still had one of its strongest quarters since Q2 2023.
- Freight Tech: Activity was distorted by the Waymo deal; excluding it, activity was flat.
4. Notable Deals in Q4 2024
| Company | Close Date | Category | Deal Value ($M) | Deal Type | Lead Investor(s) |
|---|---|---|---|---|---|
| Waymo | October 25 | Autonomous trucks & middle-mile | $5,600.0 | Series C | Alphabet |
| Skydio | November 15 | Drones & eVTOL logistics | $400.0 | Series E | Linse Capital |
| Zepto | November 21 | Delivery services | $350.0 | Late-stage VC | Motilal Oswal Financial Services |
| BETA Technologies | October 24 | Drones & eVTOL logistics | $318.0 | Series C | Qatar Investment Authority |
| Rebel Foods | December 12 | Delivery services | $210.0 | Series G | Temasek Holdings |
| Alto Pharmacy | November 26 | Delivery services | $120.0 | Series F | SoftBank Investment Advisers |
| Auger | October 8 | Other SCM | $100.0 | Series A | N/A |
| Sound Agriculture | December 17 | N/A | $100.0 | Series D | BMO Capital Markets, Chan Zuckerberg Initiative, S2G Investments |
| Ecozen | November 11 | N/A | $75.0 | Late-stage VC | N/A |
5. VC Exit Activity in 2024
| Company | Close Date | Category | Exit Value ($M) | Exit Type | Index/Acquirer(s) |
|---|---|---|---|---|---|
| Swiggy | November 13 | Delivery services | $9,840.4 | Public listing | National Stock Exchange of Australia Limited |
| Beijing Tongcheng Bing Technology | October 4 | Delivery services | $3,317.5 | Public listing | NASDAQ |
| BlackBuck | November 22 | Trucking logistics | $506.5 | Public listing | National Stock Exchange of India |
| Autozi Internet Technology | August 28 | N/A | $409.9 | Public listing | NASDAQ |
| RIAMB Technology | January 30 | N/A | $363.7 | Public listing | China Logistics Group, China Structural Reform Fund, Jingxing, Tongkun Group |
| Getir | June 25 | Ultrafast delivery | $250.0 | Buyout | Alanda Capital Management, Avenida Growth Capital, Endowment Wealth Management, G Squared, Magnetic, Mubadala Investment Company |
| ecosio | August 19 | N/A | $181.0 | Acquisition | Vertex |
| VendorPanel | October 9 | N/A | $55.7 | Buyout | Accel-KKR, Unimarket |
| Everli | February 21 | Delivery services | $24.5 | Acquisition | Palella Holdings |
| CattleEye | March 12 | N/A | $7.9 | Acquisition | GEA Group |
Key Information
- Total Q4 2024 Deal Value: $9.1 billion, a 302.6% increase from Q3 2024.
- Waymo's Impact: The $5.6 billion round significantly influenced the overall deal value, making it the largest deal of the quarter.
- Deal Count: 165 deals in Q4 2024, reflecting a recovery from the low in Q3.
- Exit Activity: 13 exits in Q4 2024, with 3 public listings and 7 acquisitions.
- Public Listings: Swiggy, BlackBuck, and Beijing Tongcheng Bing Technology went public, with Swiggy's shares trading 15% below the offering price.
- Buyouts: Several companies were acquired, including ecosio and VendorPanel.
Summary of Trends
- Enterprise Supply Chain Management saw a notable increase in deal value.
- Last-Mile Delivery remained a strong segment with consistent growth.
- Warehouse Tech had a slight decline but still performed well.
- Freight Tech was affected by the Waymo deal, showing flat activity when excluded.
- VC Activity Share: Supply chain tech accounted for 2.2% of total VC activity in Q4 2024, up from 1.6% in Q3.
Conclusion
The supply chain tech sector experienced a significant surge in VC activity in Q4 2024, driven by major deals like Waymo's $5.6 billion round. Despite fluctuations in deal counts across segments, the overall value of deals increased substantially, with enterprise supply chain management and last-mile delivery leading the growth. The sector also saw several notable exits, including public listings and acquisitions, indicating a healthy market environment for supply chain tech startups.
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