PitchBook-2023年二季度供应链技术报告（英）-2023-WN9.pdf

Supply Chain Tech ReportVC trends and emerging opportunitiesEMERGING TECH RESEARCHQ22023REPORT PREVIEWThe full report is available through the PitchBook Platform.群内每日免费分享5份+最新资料 群内每日免费分享5份+最新资料 300T网盘资源+4040万份行业报告为您的创业、职场、商业、投资、亲子、网赚、艺术、健身、心理、个人成长 全面赋能！添加微信，备注“入群”立刻免费领取 立刻免费领取 200套知识地图+最新研报收钱文案、增长黑客、产品运营、品牌企划、营销战略、办公软件、会计财务、广告设计、摄影修图、视频剪辑、直播带货、电商运营、投资理财、汽车房产、餐饮烹饪、职场经验、演讲口才、风水命理、心理思维、恋爱情趣、美妆护肤、健身瘦身、格斗搏击、漫画手绘、声乐训练、自媒体打造、效率软件工具、游戏影音扫码先加好友，以备不时之需扫码先加好友，以备不时之需行业报告/思维导图/电子书/资讯情报行业报告/思维导图/电子书/资讯情报致终身学习者社群致终身学习者社群关注公众号获取更多资料关注公众号获取更多资料ContentsQ2 2023 Supply Chain Tech ReportCONFIDENTIAL.NOT FOR REDISTRIBUTION.PG 2Institutional Research Group AnalysisVertical update3Q2 2023 timeline4Supply chain tech landscape5Supply chain tech VC ecosystem market map6VC activity8Emerging opportunities15Warehouse automation16Drone delivery18Select company highlights19Realtime Robotics20Covariant21Zipline22DataCollin Anderson Data AnalystPublishingReport designed by Julia Midkiff,Chloe Ladwig,and Jenna Pluimer Published on August 23,2023Jonathan Geurkink Senior Analyst,Emerging Technology We are adding PitchBook Exit Predictor probabilities to our Emerging Technology Research reports.PitchBooks proprietary VC Exit Predictor estimates the probability that a startup,or VC-backed company,will successfully IPO,be acquired,or merge.The tool is available exclusively to PitchBook subscribers.Q2 2023 Supply Chain Tech ReportCONFIDENTIAL.NOT FOR REDISTRIBUTION.PG 4Q2 2023 timelineApr 1May 1May 31Q2 VC deal count summary190total deals-11.2%QoQ growth-42.8%YoY growth-44.4%YTD growthQ2 VC deal value summary$3.0Btotal deal value12.5%QoQ growth-69.1%YoY growth-74.8%YTD growthVC dealApril 14Platform Science raised$100.0 million in a late-stage deal from PACCAR and other investors,resulting in a$700.0 million pre-money valuation.VC dealMay 30Realtime Robotics raised$23.9 million in a Series A from Mitsubishi Electric,Toyota Ventures,and others.VC dealApril 4Covariant raised$75.0 million in a Series C1 led by Index Ventures and Radical Ventures,leading to a pre-money valuation of$550.0 million.VC dealApril 20Getir raised$475.0 million from Mubadala Investment Company at a pre-money valuation of$6.0 billion,which reflects a step-down relative to the$11.0 billion pre-money valuation from its March 2022 late-stage deal.VC dealApril 18fig raised$140.0 million in a combination of debt and equity in a Series B led by Koch Disruptive Technologies.The deal reflected a 1.1x step-up in valuation.VC dealApril 11Zipline raised$330.0 million in a late-stage deal led by Anderson Investments resulting in a$3.9 billion pre-money valuation,which reflects a 1.4x step-up.Q2 2023 Supply Chain Tech ReportCONFIDENTIAL.NOT FOR REDISTRIBUTION.PG 5Supply chain tech landscape$43412Enterprise supply chain managementWarehouse techFreight techLast-mile delivery312Q2 2023 Supply Chain Tech ReportCONFIDENTIAL.NOT FOR REDISTRIBUTION.PG 8VC activityDuring Q2 2023,VC activity leveled off compared with the prior quarters steep QoQ declines.Deal count declined 11.2%from Q1 to 190 deals,but deal value increased 12.5%to$3.0 billion.The improvement in deal value during the quarter may reflect a resumption of investment activity following a pause at the end of Q1 related to caution surrounding the closure of Silicon Valley Bank.On a YoY basis,deal count and value were down 42.8%and 69.1%,respectively.Across segments,Last-mile delivery saw the largest overall value with just over$1.0 billion in deals during the quarter.The enterprise supply chain management segment had the largest number of deals in the quarter at 38.The warehousing tech segment had the largest QoQ increase in value,up 78.4%.Across stages,venture growth experienced the largest uptick in value,more than doubling QoQ,while the number of deals declined modestly across all stages in the second quarter.Notable deals in the quarter include$475.0 million raised by Getir in April.The deal marked a pre-money valuation decline to$6.0 billion from the$11.0 billion the company was pegged at a year earlier.Getir had recently acquired German grocery delivery platform Gorillas for$1.2 billion in December 2022.Also in April,drone-delivery service provider Zipline completed a Series F for$330.0 million,resulting in a$3.9 billion pre-money valuation.8fig,which provides e-commerce software,raised$140.0 million in a Series B led by Koch Disruptive Technologies.Overall,large deals tended to dominate the landscape in Q2,with the top five deals accounting for nearly one-half the value of all supply chain tech deals tracked by PitchBook.Supply chain tech VC deal activitySource:PitchBook Geography:Global *As of June 30,2023$2.0$7.0$12.1$19.7$14.7$32.8$29.6$35.5$62.2$31.4$5.73335098289181,0121,2681,2681,3211,6291,23140420132014201520162017201820192020202120222023*Deal value($B)Deal countSupply chain tech VC exit activitySource:PitchBook Geography:Global *As of June 30,2023$2.1$2.4$1.4$3.4$12.2$12.2$74.8$48.4$127.1$21.1$3.61219162637464367133963720132014201520162017201820192020202120222023*Exit value($B)Exit countQ2 2023 Supply Chain Tech ReportCONFIDENTIAL.NOT FOR REDISTRIBUTION.PG 11VC ACTIVITYCompanyClose date(2023)SubsegmentStageDeal value($M)Lead investor(s)GetirApril 20Ultrafast deliveryLate-stage VC$475.0N/AZiplineApril 11Drones&eVTOL logisticsLate-stage VC$330.0Anderson InvestmentsKiteApril 10N/AEarly-stage VC$200.0Blackstone,JuxtaposeeFisheryMay 25N/ALate-stage VC$195.7G42 Global Expansion Fund8figApril 1ERP&inventory managementEarly-stage VC$140.0Koch Disruptive TechnologiesPlatform ScienceApril 14Fleet managementLate-stage VC$100.0N/ATomorrow.ioJune 14N/ALate-stage VC$87.0Activate Capital PartnersElemental EnzymesJune 5N/ALate-stage VC$77.7N/ACovariantApril 4Warehouse automationLate-stage VC$75.0Index Ventures,Radical VenturesOdekoApril 18Procurement&sourcingLate-stage VC$53.6B Capital GroupSource:PitchBook Geography:Global *As of June 30,2023Key supply chain tech VC deals in Q2 2023*Q2 2023 Supply Chain Tech ReportCONFIDENTIAL.NOT FOR REDISTRIBUTION.PG 13VC ACTIVITYTop strategic acquirers of supply chain tech companies since 2018*InvestorDeal countInvestor typeTelus5CorporationFarmers Business Network5VC-backed companyDescartes Systems Group5CorporationUber4CorporationJohn Deere4CorporationJust Eat T4CorporationLineage Logistics Holdings4VC-backed companyZoetis4CorporationProject444VC-backed companyTrimble4CorporationInvestorDeal countInvestor typeFJ Labs109VCTiger Global Management97VCAlumni Ventures64VCSOSV58VC500 Global54VCHongShan50VCGaingels48VC8VC46VCBossanova Investimentos44VCEastern Bell Venture Capital40VCSource:PitchBook Geography:Global *As of June 30,2023Source:PitchBook Geography:Global *As of June 30,2023Top VC investors in supply chain tech companies since 2018*Q2 2023 Supply Chain Tech ReportCONFIDENTIAL.NOT FOR REDISTRIBUTION.PG 22Zipline was founded in 2011 by Keller Rinaudo and Keenan Wryobek,PhD,who co-created the open-source Robot Operating System.The companys first deliveries were medical products and blood in Rwanda in 2016,where they reduced the time it takes from order to launch down to 90 seconds.To date,the company has operations in seven countries spanning three continents with over 700,000 deliveries and 50 million miles flown.The company offers fully electric,autonomous drones on two platformsone for range and wide area coverage and another for precise delivery.Platform 2 hovers over the delivery area and belays a smaller vehicle via zipline(the Founder and CEO is a rock climber)for precision delivery as close as a doorstep or table.Platform 1 deploys packages via parachute.A fixed-wing flying system and the use of rail launch enhance efficiency and range for platform 1.Both platforms maintain altitude to minimize noise pollution over flight paths and delivery areassound propagation obeys the inverse square law wherein a sound 3x the distance from the source results in 1/9 the intensity of noise.The company also developed a unique propeller designed to trim the high-frequency spikes associated with drone flight,further reducing the acoustic footprint.Software and sensors augment airspace sensing and fleet management,and zipline navigation can resolve location accuracy down to one centimeter.Zipline had the second-largest VC deal in the supply chain tech vertical in the second quarter of 2023,raising$330.0 million in a Series F.The 1.4x valuation step-up resulted in a$3.9 billion pre-money valuation for the company.PitchBooks VC Exit Predictor gives the company a 98%exit success score and an IPO probability score of 96%.Founded2011Total raised$884.3MLast financing pre-money valuation$3.9BEmployees979 in San Francisco,CALast financingApril 11,2023Lead investor:Anderson InvestmentsSELECT COMPANY HIGHLIGHTS:ZIPLINEAbout PitchBook Industry and Technology ResearchIndependent,objective,and timely market intelAs the private markets continue to grow in complexity and competition,its essential for investors to understand the industries,sectors and companies driving the asset class.Our Industry and Technology Research provides detailed analysis of nascent tech sectors so you can better navigate the changing markets you operate inand pursue new opportunities with confidence.2023 by PitchBook Data,Inc.All rights reserved.No part of this publication may be reproduced in any form or by any meansgraphic,electronic,or mechanical,including photocopying,recording,taping,and information storage and retrieval systemswithout the express written permission of PitchBook Data,Inc.Contents are based on information from sources believed to be reliable,but accuracy and completeness cannot be guaranteed.Nothing herein should be construed as any past,current or future recommendation to buy or sell any security or an offer to sell,or a solicitation of an offer to buy any security.This material does not purport to contain all of the information that a prospective investor may wish to consider and is not to be relied upon as such or used in substitution for the exercise of independent judgment.Additional researchPitchBook Data,Inc.John Gabbert Founder,CEONizar Tarhuni Vice President,Institutional Research and EditorialPaul Condra Head of Emerging Technology ResearchEric Bellomo Gaming E-CommerceBrendan Burke Internet of Things Information Security Artificial Intelligence&Machine LearningAaron DeGagne Medtech Digital HealthAlex Frederick Agtech FoodtechJonathan Geurkink Supply Chain Tech Mobility TechKazi Helal Biopharma PharmatechDerek Hernandez Enterprise SaaS Ali Javaheri Emerging SpacesRobert Le Insurtech CryptoJohn MacDonagh Carbon&Emissions Tech Clean Energy TechRebecca Springer Healthcare Services Healthcare ITRudy Yang Enterprise Fintech Retail Fintech群内每日免费分享5份+最新资料 群内每日免费分享5份+最新资料 300T网盘资源+4040万份行业报告为您的创业、职场、商业、投资、亲子、网赚、艺术、健身、心理、个人成长 全面赋能！添加微信，备注“入群”立刻免费领取 立刻免费领取 200套知识地图+最新研报收钱文案、增长黑客、产品运营、品牌企划、营销战略、办公软件、会计财务、广告设计、摄影修图、视频剪辑、直播带货、电商运营、投资理财、汽车房产、餐饮烹饪、职场经验、演讲口才、风水命理、心理思维、恋爱情趣、美妆护肤、健身瘦身、格斗搏击、漫画手绘、声乐训练、自媒体打造、效率软件工具、游戏影音扫码先加好友，以备不时之需扫码先加好友，以备不时之需行业报告/思维导图/电子书/资讯情报行业报告/思维导图/电子书/资讯情报致终身学习者社群致终身学习者社群关注公众号获取更多资料关注公众号获取更多资料