PitchBook-2023年一季度供应链技术报告 -Supply Chain Tech Report 2023.docx

Q12023 Q1 2023 EMERGING TECH RESEARCH Supply Chain Tech Report REPORT REPORT PREVIEW The full report is available through the PitchBook Platform. Contents Vertical overview Q1 2023 timeline Supply chain tech landscape Supply chain tech VC ecosystem market map VC activity Emerging opportunities Freight tech Inventory tracking Select company highlights Verity Plus One Robotics Outrider Q1 2023 Supply Chain Tech Report 3 5 6 7 9 16 17 18 19 20 21 22 Institutional Institutional Research Group Analysis Jonathan Geurkink Senior Analyst, Emerging Technology jonathan.geurkink@ pbinstitutionalresearch@ Data Collin Anderson, Data Analyst Publishing Report designed by Jenna O’Malley and Chloe Ladwig Published on May 18, 2023 CONFIDENTIAL . NOT FOR REDISTRIBUTION . PG 2 CONFIDENTIAL . CONFIDENTIAL . NOT FOR REDISTRIBUTION . PG 6 124$ 1 2 4 $ Supply chain tech landscape 1 1 2 2 3 3 4 4 Enterprise supply chain management Warehouse tech Freight tech Last-mile delivery 3 Q1 2023 Supply Chain Tech Report VC activity During the first quarter of 2023, VC activity took another leg down from 2022’s slower pace. The $2.4 billion in deal value for supply chain tech companies represented a 45.3% decline QoQ and an 81.8% decline YoY. The overall Q1 deal count of 195 was down 19.4% QoQ and 49.7% YoY. Deal activity was higher in the first part of the quarter, possibly reflecting caution in March related to the issues surrounding Silicon Valley Bank. Across segments, freight tech experienced the greatest decline with deal value down 81.8% QoQ and Q1 deal count just one-third of Q4 2022 levels. The relative weakness in freight tech deal value stems largely from the segment’s strength in Q4 2022, with outsized deals from Einride and Volta Trucks, which were two of the largest deals across the entire vertical that quarter. Enterprise supply chain management saw the smallest QoQ decline for Q1. Across stages, angel and se