PitchBoo-k-2024年二季度供应链技术报告（英）-2024-WN8

EMERGINGTECHRESEARCH

SupplyChain

TechReport

VCtrendsandinnovationspotlights

Q2

2024

REPORTPREVIEW

Thefullreportisavailablethrough

thePitchBookPlatform.

Contents

Verticalupdate3InstitutionalResearchGroup

Q22024timeline4

Analysis

Supplychaintechlandscape5

JonathanGeurkinkSeniorAnalyst,EmergingTechnology

jonathan.geurkink@

SupplychaintechVCecosystemmarketmap6

pbinstitutionalresearch@

VCactivity7

Data

Innovationspotlight14

CollinAndersonDataAnalyst

Freighttech15

Publishing

Selectcompanyhighlights16

ReportdesignedbyJennaO’MalleyandChloeLadwig

SkyCell17

PublishedonAugust15,2024

SkyportsInfrastructure19

Prewave20

Q22024SupplyChainReportCONFIDENTIAL.NOTFORREDISTRIBUTION.PG2

Q22024timeline

Q2VCdealcountsummary

167totaldeals

April9

PlatformScienceraises$125.0millioninaSeries

C1ledbyPrologisVentures,NewRoadCapital

Partners,and8VC.EnginemakerCumminsand

DaimlerTruckNorthAmericaalsoparticipatedin

theround.PitchBookhighlightedthecompanyin

ourQ22023MobilityTechReport.

April17

SkyportsInfrastructureraises$115.0millionin

aSeriesC.ThedealwasledbyActividadesde

ConstrucciónyServicios.AéroportsdeParisalso

participatedintheround.Fundswillbeusedto

commenceconstructionofvertiportsforairtaxi

serviceinDubaiandotherprojects.

June25

Prewaveraises$68.0millioninaSeriesB.Thedeal

wasledbyHedosophia.Creandum,Ventech,and

KompasVCalsoparticipatedintheround.

15.2%

QoQgrowth

-16.1%

YoYgrowth

Q2VCdealvaluesummary

April17

GermangrocerydeliverystartupFlinkraises

$106.0millionamidongoingrumorsofan

acquisitionbyGetir.ThedealwasledbyGerman

foodretailerREWEandBONDCapital.Cherry

VenturesandNorthzonealsoparticipatedin

theround.

May13

AutonomousdronedeveloperSkydioraises$64.0

millioninaSeriesEfromJapan’ssecond-largest

wirelessoperator,KDDI.

June25

Getirraises$250.0millionfromMubadala

InvestmentCompany.Asaresultofthedeal,

Mubadalawillgetacontrollingstakeand

restructureaswellasreorganizeGetir’soperations

inEurope.

$2.4B

totaldealvalue

12.7%

QoQgrowth

0.7%

YoYgrowth

Q22024SupplyChainReportCONFIDENTIAL.NOTFORREDISTRIBUTION.PG4

$

Supplychaintech

landscape

Enterprisesupplychainmanagement

Warehousetech

Freighttech

Last-miledelivery

Q22024SupplyChainReport

VCactivity

SupplychaintechVCdealactivity

VCactivityinQ22024showedimprovement,markingthethirdstraightquarterofgrowth,albeit

stillwellbelowthelevelsofthepastcoupleyears.Dealvalueforthequarterrose12.7%QoQto

$2.4billion,whilethenumberofdealsincreased15.2%to167.OnaYoYbasis,dealvaluewasflat,

833923

1,010

1,2681,291

1,368

1,706

1,301

833

whiledealcountdeclined16.1%.Acrossstages,early-stagedealvalueinQ2doubledfromQ1to

$0.4billion,whilelate-stagedealvaluewasflatat$1.2billion.Theventure-growthstagedeclined

modestlyto$0.7billion.ThewarehousingtechsegmentsawthegreatestgrowthQoQ,withdeal

498

$6.7

$12.3$19.7$14.6$31.0$33.4$34.8$61.9$31.1

312

$10.0$4.5

valueandcountup129.4%and257.1%,respectively.Last-miledeliveryhadthegreatestdecline

20142015201620172018201920202021202220232024*

amongsegmentswithdealvaluedown27.9%anddealcountdown4.8%.

Dealvalue($B)Dealcount

NotabledealsinthequarterincludedMubadalaInvestmentCompany’s$250.0millioninvestment

inGetir.Mubadalawillgetacontrollingstake,andthefundswillbeusedtoconsolidateand

reorganizethecompany’sgrocerydeliveryserviceacrossEurope.Theretrenchmentcontrasts

Source:PitchBook•Geography:Global•*AsofJune30,2024

withthecompany’saggressiveexpansionjust18monthsagowhenitacquiredrivaldelivery

serviceGorillasfor$1.2billion.AutonomousdrivingdataandAIstartupWaabiraised$200.0

SupplychaintechVCexitactivity

millioninJuneinadealledbyUberandKhoslaVentures.Thedealfollowsanumberofmore-

targetedVCinvestmentsinautonomousdrivingduringthepastsixmonths.InMay,Realtime

138

Roboticsraised$45.0millioninalate-stageroundledbyMitsubishiElectric.Thecompanywas

101

highlightedintheQ22023SupplyChainTechReport.

69

79

191625374441

$2.4$1.5$3.4

$11.5$12.2

$74.8$52.3$127.6

$22.0$14.9

28

$0.4

20142015201620172018201920202021202220232024*

Exitvalue($B)Exitcount

Source:PitchBook•Geography:Global•*AsofJune30,2024

Q22024SupplyChainReport

VCACTIVITY

KeysupplychaintechVCdealsinQ22024*

CompanyClosedateCategoryDealsize($M)DealtypeLeadinvestor(s)

GetirJune25Ultrafastdelivery$250.0Late-stageVCMubadalaInvestmentCompany

WaabiJune18Autonomoustrucks&middlemile$200.0Early-stageVCKhoslaVentures,Uber

PlatformScienceApril9Fleetmanagement$125.0Late-stageVC8VC,NewRoadCapitalPartners,PrologisVentures

SkyCellJune25Assettracking&management$115.7Late-stageVCM&G

SkyportsInfrastructureApril17Drones&eVTOLlogistics$115.0Late-stageVCActividadesdeConstrucciónyServicios

FlinkApril17Ultrafastdelivery$106.0Late-stageVCBONDCapital,REWE

PrewaveJune25Truckinglogistics$68.0Late-stageVCHedosophia

SuningRetailCloudMay30ERP&inventorymanagement$66.8Early-stageVCN/A

SkydioMay13Drones&eVTOLlogistics$64.0Late-stageVCN/A

VecnaRoboticsJune20Warehouseautomation$60.0Late-stageVCDriveCapital

Source:PitchBook•Geography:Global•*AsofJune30,2024

Q22024SupplyChainReportCONFIDENTIAL.NOTFORREDISTRIBUTION.PG10

VCACTIVITY

KeysupplychaintechVCexitsin2024*

CompanyClosedateCategoryExitvalue($M)ExittypeAcquirer(s)Post-moneyvaluation($M)

RIAMBTechnologyJanuary30N/A$363.7PubliclistingChinaLogisticsGroup,ChinaStructural

ReformFund,Jingxing,TongkunGroup$484.9

EverliFebruary21Deliveryservices$24.5AcquisitionPalellaHoldings$24.5

D2P-DiagnosistoPerformMarch5N/A$4.0AcquisitionNewSoftIntelligence$4.0

RePackMay15Sustainablepackaging$1.7AcquisitionOceansix$1.7

TreggoApril8DeliveryservicesN/AAcquisitionCarrytN/A

RayoMay12N/AN/AAcquisitionClicohExpressN/A

TemedaMay29N/AN/AAcquisitionGeoforceN/A

SooperJune14N/AN/AAcquisitionTULN/A

CarryMarch15N/AN/AAcquisitionShipEssentialN/A

ButterMay16ERP&inventorymanagementN/AAcquisitionGrubMarketN/A

Source:PitchBook•Geography:Global•*AsofJune30,2024

Q22024SupplyChainReportCONFIDENTIAL.NOTFORREDISTRIBUTION.PG11

SELECTCOMPANYHIGHLIGHTS:SKYCELL

Keycompanyinformation

Overview

SkyCellprovidesadvancedtemperature-controlledcontainers,trackingandmanagement

Founded

2012

Employees

180

Lastfinancingvaluation

$955.0M

Lastfinancing

June25,2024

Leadinvestor

M&G

software,andsustainabilitysolutionsforpharmaceuticalsupplychains.Theglobalpharmaceutical

logisticsmarketisestimatedat$92.2billionandprojectedtogrowat9.3%annually.2Withinthat

market,biopharmacold-chainlogisticstotals$21.3billion,upfrom$15.4billionin2018.Asmuch3

as20%oftemperature-sensitivemedicinesarenegativelyimpactedwhentemperaturesvary

outsideofspecifiedranges,accordingtotheInternationalAirTransportAssociation.4

Totalraised

$212.6M

SkyCell’scontainersprotectvaccines,cancertreatments,diabetescare,anddiagnosticssolutions.

Thecontainershavenomechanicalpartssuchaspumps,fans,orcoolingpacks,butinsteadhouse

aself-chargingsystemandadvancedinsulationoriginallydevelopedtoshieldspacesatellites

fromheatandharmfulradiation.Thesystemmaintainsstableinternaltemperatures,protecting

contentsfromexternaltemperaturesrangingfrom-30degreesCelsiustoasmuchas70degrees

Celsiusforupto270hours.5Thecontainers’shockabsorptionsystemsreduceg-forceloadsfrom

ExitPredictor

IPO:62%probabilityM&A:33%probabilityNoexit:5%probability

Success:95%probability

2:“PharmaceuticalLogisticsMarketSize&ShareReport,2030,”GrandViewResearch,n.d.,accessedAugust5,2024.

3:“TheEvolvingColdChainNeedsofthePharmaceuticalIndustry,”Maersk,April11,2024.

4:“Top5BenefitsofanActiveColdChaininPharmaAirFreight,”Envirotainer,DanHarrison,May7,2019.Note:ProbabilitydataisbasedonPitchBookVCExitPredictorMethodology.

Q22024SupplyChainReport

SELECTCOMPANYHIGHLIGHTS:SKYCELL

upto63gbyafactorofninetoprotectfragileglassvialsandpackaging.Thecontainers’Internet

ofThingssensorsprovidevisibilityandtracking,whilepredictiverisktoolshelpcharttheoptimal

andsafestroutesacrossmultiplelegsofsupplychains.Additionally,SkyCellprovidescompliance

anddocumentationsolutionstofacilitateautomatedandseamlessjourneys.SkyCellwas

foundedbyCEORichardEttlandChiefTechnologyOfficerNicoRos.Thetwopreviouslyfounded

SmartContainers.

ThecompanyclosedaSeriesDonJune25,havingraised$115.7million.ThedealwasledbyM&G

andincludedTybourneCapitalManagement,CCIndustries,NovumCapitalPartners,andLazard.

SkyCellhasraised$212.6milliontodate,andthelatestroundrepresenteda1.9xvaluationstep-up.

5:“HybridContainers,”SkyCell,n.d.,accessedAugust5,2024.

Q22024SupplyChainReportCONFIDENTIAL.NOTFORREDISTRIBUTION.PG18

PitchBookData,Inc.

NizarTarhuniExecutiveVicePresidentofResearchandMarketIntelligence

PaulCondraHeadofEmergingTechnologyResearch

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