Cbinsights-供应链与物流技术现状2022年第一季度报告

Globaldataandanalysisondealmaking,funding,andexitsbyprivatemarketsupplychain&logisticstechcompanies2CBInsightshelpstheworld’sleadingcompaniesmakesmartertechnologydecisionswithdata,notopinion.OurTechnologyInsightsPlatformprovidescompanieswithcomprehensivedata,expertinsights,andworkmanagementtoolsthatenablethemtodiscover,understand,andmaketechnologydecisions.3vendorrelationshipsorclientsinrealandwheretheyremakingmovesacrossthesupplychain&logisticstechsector.4ABSusesCBInsightsasaresourceforscoutingandspottingindustrytrends.Itbringstogethereverythingfrombusinessrelationships,financialinformation,andleadershipteamsintooneplace.VicePresidentofDigitalOperations,AmericanBureauofShipping5CBInsightsclientscanfindandtrackcompaniesusingouranalyst-curatedExpertCollections.SupplyChain&LogisticsTech6ResearchonAnalyzingFedex’sinnovationstrategy:Howtheshippinggiantisinvestinginnext-generationtechnologyWhatdoesWalmart’sdriverlessdeliverystrategy&futurelooklike?TechMarketMapReport:SupplyChainOptimizationinRetailTechMarketMapReport:Fleet&FreightOptimizationinRetailMVPTechnologyFramework:SupplyChainOptimizationTechforRetailersMVPTechnologyFramework—Fleet&FreightOptimizationforaininlinewiththelast6quartersdespitefundingslowdownsinretailandsupplychaintechalsoremainshighduetosustaineddisruptionsfromepandemicglobalunrestandmore9Forthefifthconsecutivequarter,morethan5supplychainunicornswereborn,reflectingheightenedinvestorinterestinsupplychain&logisticstech.Newunicornsareworkingacrossdemandforecasting,roboticfulfillment,anddigitalfreightmatchingasinvestorsrewardleaderswithscaleanddeeppockets.At$7.2B,totalfundingfrommega-rounds($100M+deals)quartersofsupplychaintechdollarsinvestedinftotaldealsinthespace.ainvisibilityande-commercefulfillment&logisticssawthelargestdealsthisquarter.surpassed$2BforthendquarterinarowQ4’21.Thisisconsistentwithoveralltrendsinvatedactivityforthepast4quarters.supplychaincompaniescrosscategories,includingdemandforecasting,digitalfreightforwarding,androboticfulfillment.takinglongertomovefromfinancing,taking22monthstogofromSeriescomparedto15monthsin2018.Thisreflectstrendsonmentasglobalunrestandturbulentpublictshaveledtoamorecautiousapproachfrominvestors.78$9.9B$9.4B$8.7B$8.5B$8B$8.0B$6.3B$9.9B$9.4B$8.7B$8.5B$8B$8.0B$6.3B$5.6B$5.4B$4.9B$4.3B$4.3B$3.6B$3.4B$2.3B$2.2B6consecutive$10.4B$8B+$10.4B$$10.2BQ1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q120229newunicorns943219newunicorns94321041111655878s5Q1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q12022$2.2B23%Allotherfunding$1,206M$561M$49$1,206M$561M$496M$470M$374M$237M2consecutive$2B+quarters$2B$2,066M$2,106$2B$$1,635MQ1Q22020Q3Q4Q1Q22021Q3Q4Q120222022YTD82022YTD8monthsslower4229520182019202020212022YTDInvestmentTrends15Unicorns&Valuations37ExitTrends43Investors48icTrendsUS52Asia58Europe64824782725$21.5B$21.1B824782725$21.5B$21.1B$18.5B2238803$36.9B20182019202020212022YTD2222132102092082072002001861801791751712222132102092082072002001861801791751712552552231717114148$4.9B$4.3B$5.6B$6.3B$5.4B$3.6B$4.3B$4.9B$4.3B$5.6B$6.3B$5.4B$3.6B$4.3B$3.4B$2.3B$8.5B$8.7B$10.4B$8.0B$9.9B$2.2BQ1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q12022$0.4B$2.1BAfrica11DealsLatAm&Caribbean10DealsAsiaAsia9BAAustralia7Deals3.9B3.9B$3.7B2.9B$2.6BQ12021Q3Q12022$4.6$4.6B$$3.5BQ12021Q3Q12022$1.2BQ12021Q3Q12022$2.1B$$0.6B$0.5B$0$03BQ12Q12021Q3Q120222012%16%41%37%Q1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q12022217%7%11%11%12%7%33%32%36%6%1%Q1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q1202222$$41M$4M$$39M$4M$$32M$4M$$59M$11M$55M$10M20182019202020212022YTD23$8M$7M$2M20182020$8M$7M$2M201820202022YTD$16M$15M$8M201820202022YTD$15M$14M$5M201820202022YTD24$45M$31M$23M$18M$45M$31M$23M$18M201820202022YTD$8M$4M$3M$$63M$$55M201820202022YTD$14M201820202022YTD$30M$28M$$24M201820202022YTD$125M$59M201820202022YTD$55M$18$18M$9$9M201820202022YTD259934343424223$16.2B$16.5B23$16.2B$16.5B$28.3B20182019202020212022YTD2622222398610262222239861098777226666$4.9B$3.8B$3.1B$4.5B$9.3B$3.8B$2.1B$1.3B$2.9B$2.0B$1.0B$7.0B$6.9B$8.3B$5.6B$7.6BQ1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q1202226$1.8B$1.8BAsiaCanaCanadaDeal2728RoundDateionSelectInvestorstal1$935MSeriesE2022-02-07$8.0BAndreessenHorowitz,MSDPartners,DSTGlobal,FoundersFund,SoftBankGroupUnitedStates9.9%2$768MSeriesE2022-03-17$11.8BMubadalaInvestmentCompany,SequoiaCapital,TigerGlobalManagement,AbuDhabiGrowthFund,AlphaWaveGlobalTurkey8.1%3$700MSeriesK2022-01-24$10.7BInvesco,ARKIMPACT,AlphaWaveGlobal,ProsusVentures,QatarInvestmentAuthorityIndia%4$568M2022-02-17$5.7BBlackstoneFinland0%5$420MVentureCapital2022-01-11$2.6BGoldmanSachsAssetManagement,TPGCapital,ThomaBravo,InsightPartners,SapphireVenturesUnitedStates4.5%6$350MPrivateequity2022-01-06$1.0BVistaEquityPartnersCanada3.7%7$335MSeriesD2022-01-17$2.0BGSGrowth,83North,BreegaCapital,DellTechnologiesCapital,IrisCapitalFrance3.6%8$300MSeriesE2022-02-07$1.5BSoftBankGroup,ProsusVentures,ChimeraInvestments,GoldmanSachs,InnoVenCapitalIndia3.2%8$300MSeriesF2022-02-09$1.2BBlackstone,ChrysCapital,TPGCapital,NorwestVenturePartners,InvestcorpIndia3.2%0$260MSeriesC2022-02-18$490MLuxorCapitalGroup,ByggmastareAndersJAhlstromHoldingSweden2.8%2965%64%61%20182019202020212022YTD30ageUSAsiaEuropeAllOtherRegions31$226M$125M$60M$226M$125M$60M201820202022YTD$31M$32M$22M201820202022YTD$4M201820202022YTD$2M$4M32221615201820202022YTD4201820202022YTD433RoundDateSelectInvestors1$200MConvertibleNote2022-01-05ArenaInvestors,TorInvestmentManagementIndia2$100MConvertibleNote2022-03-11ZomatoIndia3$29MeriesA2022-02-01GrapheneVentures,500Global,AbercrossHoldings,AgFunder,ArzanVentureCapitalSaudiArabia4$28MeriesA2022-02-23MainSequenceVentures,GritVentures,MorpheusVentures,ValleyCapitalPartners,HyperthermVenturesUnitedStates4$28MeriesA2022-02-17Accel,InsightPartners,AvidVentures,BetterTomorrowVentures,BoxGroupUnitedStates6$27MeriesA2022-01-31Accel,SequoiaCapitalIndia,LightspeedVenturePartners,ACVentures,GlobalFoundersCapitalIndonesia7$25MeriesA2022-03-07SozoVentures,FoundersFund,ActivantCapital,FlexportVentures,LineageVenturesUnitedStates8$20MeriesA2022-03-07N/AUnitedArabEmirates8$20MeriesA2022-02-02QEDInvestors,NFX,Wollef,GlobalFoundersCapital,AntoniaRojasEingColombia8$20MeriesA2022-03-29IndexVentures,EkaVentures,CoatueManagementUnitedKingdom34RoundDateSelectInvestors1$260MSeriesC2022-02-18LuxorCapitalGroup,ByggmastareAndersJAhlstromHoldingSweden2$200MSeriesB2022-01-2175&Sunny,BannerVentures,Eldridge,Endeavor,FJLabsUnitedStates3$188MSeriesB2022-02-28LegendCapital,SequoiaCapitalChina,BroadVisionFunds,EightRoadsVentures,NIOCapitalChina4$170MSeriesB2022-02-15TigerGlobalManagement,GeneralCatalyst,BlingCapital,ConstructCapital,IndustryVenturesUnitedStates5$117MSeriesC2022-03-03LegacyKnight,ArsenalVenturePartners,BearingVentures,CitiVentures,MercuryFundUnitedStates6$100MSeriesB2022-03-03FenghuaCapital,IDGCapitalChina7$70MSeriesB2022-03-15DragoneerInvestmentGroup,TigerGlobalManagement,AcrewCapital,B&YVenturePartners,DefyPartnersPakistan8$60MSeriesC2022-01-26MannaTreePartners,SatorGroveHoldings,EclipseVentures,HanacoVentureCapital,GrupoNutresaUnitedStates9$50MSeriesC2022-03-07ProsusVentures,TigerGlobalManagement,Accel,AnkurCapital,IncubateFundIndiaIndia9$50MSeriesB2022-01-31InsightPartners,Ecolab,MatchstickVentures,TechstarsVentures,FlexportVenturesUnitedStates9$50MSeriesC2022-02-02FIMPartners,STV,FaithCapitalHolding,Impact46,MiddleEastVenturePartnersSaudiArabia35RoundDateSelectInvestors1$935MSeriesE2022-02-07AndreessenHorowitz,MSDPartners,DSTGlobal,FoundersFund,SoftBankGroupUnitedStates2$768MSeriesE2022-03-17MubadalaInvestmentCompany,SequoiaCapital,TigerGlobalManagement,AbuDhabiGrowthFund,AlphaWaveGlobalTurkey3$700MSeriesK2022-01-24Invesco,ARKIMPACT,AlphaWaveGlobal,ProsusVentures,QatarInvestmentAuthorityIndia4$568M2022-02-17BlackstoneFinland5$350MPrivateequity2022-01-06VistaEquityPartnersCanada6$335MSeriesD2022-01-17GSGrowth,83North,BreegaCapital,DellTechnologiesCapital,IrisCapitalFrance7$300MSeriesE2022-02-07SoftBankGroup,ProsusVentures,ChimeraInvestments,GoldmanSachs,InnoVenCapitalIndia7$300MSeriesF2022-02-09Blackstone,ChrysCapital,TPGCapital,NorwestVenturePartners,InvestcorpIndia9$250MSeriesD2022-03-07DisruptiveTechnologiesVentureCapital,GSquared,NorthzoneVentures,SoftBankGroup,UnboundGermany0$226MSeriesD2022-01-26SoftBankGroup,BigSurVentures,CastelCapital,FuseVenturePartners,KiboVenturesSpain36MosaicScoreRoundDateionSelectInvestors1950$935MSeriesE2022-02-07$8.0BAndreessenHorowitz,MSDPartners,DSTGlobal,FoundersFund,SoftBankGroupUnitedStates2930$768MSeriesE2022-03-17$11.8BMubadalaInvestmentCompany,SequoiaCapital,TigerGlobalManagement,AbuDhabiGrowthFund,AlphaWaveGlobalTurkey3920$700MSeriesK2022-01-24$10.7BInvesco,ARKIMPACT,AlphaWaveGlobal,ProsusVentures,QatarInvestmentAuthorityIndia4880$568M2022-02-17$5.7BBlackstoneFinland4880$33MSeriesB2022-03-21N/AHedosophiaUnitedStates4880$170MSeriesB2022-02-15$1.5BTigerGlobalManagement,GeneralCatalyst,BlingCapital,ConstructCapital,IndustryVenturesUnitedStates7870$60MSeriesC2022-01-26N/AMannaTreePartners,SatorGroveHoldings,EclipseVentures,HanacoVentureCapital,GrupoNutresaUnitedStates7870$200MConvertibleNote2022-01-05N/AArenaInvestors,TorInvestmentManagementIndia9860$25MSeriesB2022-02-23N/AA91Partners,Z3Partners,InfoEdgeVentures,SurgeIndia0850$24MSeriesC2022-03-31N/AUnitedVenturesItaly0850$50MSeriesB2022-01-31N/AInsightPartners,Ecolab,MatchstickVentures,TechstarsVentures,FlexportVenturesUnitedStatesUnicorns&Valuations373875454514239889Q1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q1202239225242220887543274322Q1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q1202240verageMonths47474620182019202020212022YTD41LatestValuation1Finland2China32.0BFrance4$1.5BIndia5UnitedStates5UnitedStates7India81.0BCanada81.0BSwitzerland42LatestValuation1$39.0BUnitedStates2$20.0BIndonesia3$15.0BUnitedStates4$11.8BTurkey5.7BIndia6$10.0BHongKong7$8.6BUnitedStates88.0BUnitedStates9Finland0Colombia4344 s99426620182019202020212022YTD4566211143s33424224Q1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q1202246s26%10%15%11%Q1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q1202247sionquirer1$750MIndia2$240MUnitedStates3$40MAustralia4$15MAustralia5$14MUnitedStates6$4MBrazil6$4MTurkey8$1MFrance4849stor17Asset/investmentmanagementUnitedStates26OtherJapan35UnitedStates35UnitedStates54Germany50storMedianMosaicScoreMedianMoneyScoreMedianMomentumScoreMedianMarketScoreMedianManagementScore1830Japan9808108405402745UnitedStates9558608406053730UnitedStates910780770490515253261$10.2B263$8.2261$10.2B263$8.2B253$7.6B2.9B246246$10.8B20182019202020212022YTD5478767467$3.7B2.9B72676766646261605451$2.5B$2.6B49$2.2B$2.1B$2.0B78767467$3.7B2.9B72676766646261605451$2.5B$2.6B49$2.2B$2.1B$2.0B$2.0B$1.9B$1.7B$1.0B$0.9B$0.9B$0.8B$3.7B$5.0B55$3.8BQ1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q120225520182019202020212022YTD56RoundDateionSelectInvestorstal1$935MSeriesE2022-02-07$8.0BAndreessenHorowitz,MSDPartners,DSTGlobal,FoundersFund,SoftBankGroupUnitedStates31.7%2$420MVentureCapital2022-01-11$2.6BGoldmanSachsAssetManagement,TPGCapital,ThomaBravo,InsightPartners,SapphireVenturesUnitedStates14.3%3$200MSeriesD2022-02-01$1.3BSoftBankLatinAmericaFund,BlackRock,CSX,JanusHendersonInvestorsUnitedStates8%3$200MSeriesB2022-01-21$1.3B75&Sunny,BannerVentures,Eldridge,Endeavor,FJLabsUnitedStates8%5$170MSeriesB2022-02-15$1.5BTigerGlobalManagement,GeneralCatalyst,BlingCapital,ConstructCapital,IndustryVenturesUnitedStates%6$117MSeriesC2022-03-03N/ALegacyKnight,ArsenalVenturePartners,BearingVentures,CitiVentures,MercuryFundUnitedStates4.0%7$66MSeriesD2022-02-23$240MSafarPartners,GoogleVentures,MatrixPartners,MenloVentures,EpsonXInvestmentUnitedStates2.2%8$60MSeriesC2022-01-26N/AMannaTreePartners,SatorGroveHoldings,EclipseVentures,HanacoVentureCapital,GrupoNutresaUnitedStates2.0%9$50MSeriesB2022-01-31N/AInsightPartners,Ecolab,MatchstickVentures,TechstarsVentures,FlexportVenturesUnitedStates9$50M2022-02-02N/AN/AUnitedStates57437211311Q1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q120225859338287278$11.5B$8.5B$338287278$11.5B$8.5B$8.2B3.9B7432329$19.1B20182019202020212022YTD603.9B9795$4.3B9570$4.1B918280$3.5B7878727470696464$2.8B51$2.3B$3.9B$1.8B$3.5B3.9B9795$4.3B9570$4.1B918280$3.5B7878727470696464$2.8B51$2.3B$3.9B$1.8B$3.5B$4.9B$0.9B$1.4B$0.7B$0.9B$6.6B$1.0B76$4.6BQ1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q120226121%64%20182019202020212022YTD62RoundDateionSelectInvestorstal1$768MSeriesE2022-03-17$11.8BMubadalaInvestmentCompany,SequoiaCapital,TigerGlobalManagement,AbuDhabiGrowthFund,AlphaWaveGlobalTurkey19.6%2$700MSeriesK2022-01-24$10.7BInvesco,ARKIMPACT,AlphaWaveGlobal,ProsusVentures,QatarInvestmentAuthorityIndia17.9%3$300MSeriesE2022-02-07$1.5BSoftBankGroup,ProsusVentures,ChimeraInvestments,GoldmanSachs,InnoVenCapitalIndia7.7%3$300MSeriesF2022-02-09$1.2BBlackstone,ChrysCapital,TPGCapital,NorwestVenturePartners,InvestcorpIndia7.7%5$200MSeriesD2022-01-17N/AINGKAGroupChina.1%5$200MSeriesG2022-02-15$2.2BSDICCMCInvestmentManagement,TrustbridgePartnersChina.1%5$200MConvertibleNote2022-01-05N/AArenaInvestors,TorInvestmentManagementIndia.1%8$188MSeriesB2022-02-28N/ALegendCapital,SequoiaCapitalChina,BroadVisionFunds,EightRoadsVentures,NIOCapitalChina4.8%9$100MConvertibleNote2022-03-11N/AZomatoIndia2.6%9$100MSeriesB2022-03-03N/AFenghuaCapital,IDGCapitalChina2.6%6344432132Q1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q120226465167165142120$2.1B167165142120$2.1B$1.8B$1.6B$0.6B$$5.4B20182019202020212022YTD34$1,635M5851504238$1,206M373635343231$945M292523$56134$1,635M5851504238$1,206M373635343231$945M292523$561M$496M$470M$374M$288M$280M$277M$237M$115M$234M$137M$134M39$2,066M$2,106MQ1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q12022666720182019202020212022YTD68RoundDateionSelectInvestorstal1$568M2022-02-17$5.7BBlackstoneFinland27.0%2$335MSeriesD2022-01-17$2.0BGSGrowth,83North,BreegaCapital,DellTechnologiesCapital,IrisCapitalFrance15.9%3$260MSeriesC2022-02-18$490MLuxorCapitalGroup,ByggmastareAndersJAhlstromHoldingSweden12.3%4$250MSeriesD2022-03-07$2.1BDisruptiveTechnologiesVentureCapital,GSquared,NorthzoneVentures,SoftBankGroup,UnboundGermany11.9%5$226MSeriesD2022-01-26N/ASoftBankGroup,BigSurVentures,CastelCapital,FuseVenturePartners,KiboVenturesSpain10.7%6$150MSeriesD2022-02-09$1.0BWarburgPincus,Atomico,G2VP,GoogleVentures,KreosCapitalSwitzerland7.1%7$40MSeriesB2022-03-09N/AEuropeanInvestmentBank,HeliadEquityPartners,683CapitalManagement,RocketInternet,ShellVenturesGermany8$35MSeriesB2022-03-06N/AForestayCapital,MundiVentures,ActonCapital,GlobalFoundersCapital,EuropeanInvestmentFundFrance9$27MSeriesB2022-03-16N/ANGPCapital,LaFamiglia,Eurazeo,MaerskGrowthFrance0$26MSeriesD2022-02-08N/AN/AFrance6947741141Q1Q22018Q3Q4Q1Q22019Q3Q4Q1Q22020Q3Q4Q1Q22021Q3Q4Q1202270Youcandownloadtheunderlyingdatafoundinthisreporthere:/reports/CB-Insights_SupplyChain-Logistics-Tech-Report-Q1-2022.xlsxIfyouhavequestionsaboutthedefinitionsormethodologicalplesusedorifyoufeelthatyourfirmhasbeenunderrepresentedpleasereachouttoinfocbinsightscom.atisincludedEquityfinancingsintoprivatecompaniesonlyFundingroundssofanykindonanyexchangeareexcludedfromournumberseveniftheyreceivedinvestmentfromaventurefirm.Onlyincludestheinvestmentmadeinthequarterfortranchedinvestments.IfacompanydoesasecondclosingofitsSeriesBpreviouslyhadclosedMinapriorquarteronlythe$5Misreflected.Roundnumbersreflectwhathasclosed,notwhatisintended.Ifacompanyindicatestheclosingof$5Moutofadesiredraiseof$15M,ournumbersreflectonlytheamountwhichhasclosed.sareverifiedvia(1)variousfederalandstateregulatoryfilings;(2)directconfirmationwithfirmorinvestor;(3)pressrelease;or(4)crediblemediasources.Equityfundingstojointventuresandspinoffs/spinoutsareincluded.Unicorndataincludesprivatecompaniesvaluedat$1Bormoreintheprivatemarketsglob