PitchBook-供应链技术概述（英）

EMERGING TECH RESEARCHPublished on December 19, 2024Supply Chain Tech OverviewIndustry and taxonomy update with latest VC activity2024REPORT PREVIEWThe full report is available through the PitchBook Platform.CONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 2Contents2024 Supply Chain Tech OverviewInstitutional Research Group AnalysisPublishingReport designed by Chloe Ladwig and Megan WoodardPublished on December 19, 2024DataHarrison Waldock Data AnalystVertical overview3Supply chain tech landscape5Supply chain tech VC ecosystem market map6VC activity7Segment overview10Enterprise supply chain management11Freight tech14Last-mile delivery19Warehousing tech22Jonathan Geurkink Senior Analyst, Emerging Technologyjonathan.geurkink@pitchbook.compbinstitutionalresearch@pitchbook.comBen Riccio Associate Analyst, Emerging Technologyben.riccio@pitchbook.compbinstitutionalresearch@pitchbook.comCONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 52024 Supply Chain Tech Overview$Supply chain techlandscapeEnterprise supply chain managementWarehouse techFreight techLast-mile deliveryCONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 72024 Supply Chain Tech OverviewVC activityThrough the first three quarters of 2024, VC deal activity in supply chain tech totaled $7.1 billion across 461 deals. Compared to this point in 2023, deal value has declined 15.6%, and deal count has fallen 31.8%. Overall, investment in supply chain tech has remained consistent with the larger downturn in the VC market. Across segments, last-mile delivery saw the greatest funding, reaching $2.6 billion through three quarters—the majority of which can be attributed to delivery platforms such as Zepto and Picnic, which continue to see strong investor interest. Fueled by outsize deals for autonomous trucking and fleet management software, freight tech has already surpassed its 2023 funding total, reaching $1.2 billion in Q3 2024. Overall, valuations for supply chain startups have remained consistent over the past few years, while median size has increased slightly.Notable deals in Q3 2024 included that of Altana Technologies, which raised $221.4 million in August and enjoyed a 1.8x valuation step-up. The deal stands out against a backdrop of flat and down rounds and gives the startup a post-money valuation of $1 billion. Warehouse automation developer Mytra, founded by Tesla and Rivian alumni, also enjoyed a significant 2x step-up in valuation with a $50 million Series B round. By contrast, following a canceled acquisition from suitor Getir in March, Flink was able to raise $150 million in equity and debt in September, resulting in an estimated valuation of $700 million. The company has raised $1.6 billion to date and had a valuation of $2.9 billion at the end of 2021.VC exit activity has been muted in 2024, with just three public listings, nine buyouts, and 40 acquisitions through three quarters. Of the public listings, two came from Chinese companies RIAMB and Autozi Internet Technologies, while Sorted, a delivery m