A New Era Of Supply Chain Intelligence
The global supply chain market is undergoing its most significant transformation in decades. Valued at $64B in 2023 and projected to reach $103B by 2030, the sector is being reshaped by predictive analytics, AI powered automation, and cloud-based visibility platforms.
The COVID 19 pandemic exposed systemic fragility in global logistics, from port congestion and labor shortages to material delays and demand shocks. What began as a crisis became a catalyst, accelerating investment in technologies that deliver resilience, agility, and real-time intelligence across the entire value chain.
The next era belongs to supply chains that move from reactive firefighting to predictive, orchestrated operations. Modern supply networks are evolving into digitized ecosystems where assets, materials, and workflows can be tracked, analyzed, and optimized continuously.
Digitally intelligent supply chains are now capable of:
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Sensing disruptions before they escalate
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Anticipating demand shifts and bottlenecks
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Optimizing inventory, routing, and fulfillment automatically
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Adapting to constraints in real time across global networks
These advancements are transforming supply chains into connected, resilient systems, enabling businesses to operate with greater speed, accuracy, and confidence in an increasingly volatile world.
The Challenges Driving Change
Low visibility across warehouses, in transit goods, and global suppliers leads to delays, stockouts, and excess inventory.
- Rising Costs & Margin Pressure
Transportation, labor, fuel, and materials costs strain profitability and force smarter planning and automation. - Demand Volatility
Unpredictable demand creates planning challenges requiring real time forecasting, scenario modeling, and adaptive fulfillment. - Fragmented Systems
Siloed ERP, WMS, TMS, OT, and supplier systems hinder interoperability and slow down decisions. - Sustainability Pressure
Carbon reporting, emissions targets, and ESG commitments require cleaner, more efficient fleet and warehouse operations. - Labor Shortages
A shortage of skilled workers, paired with high turnover, drives adoption of robotics, automation, and digital worker enablement. - Global Uncertainty
Geopolitical tensions, port congestion, weather disruptions, and regulatory shifts demand resilient and diversified network models.
Where We Invest
- Real Time Visibility & Tracking Platforms
- Predictive Logistics & Dynamic Planning
- Warehouse Automation & Robotics
- Fleet Telematics & Connected Assets
- Cold Chain Monitoring & Quality Automation
- Digital Twins for Network Optimization
- AI Driven Demand Forecasting
- Supply Chain Security & Risk Intelligence
- Worker Safety, Training & Productivity Solutions
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These categories reflect the most scalable and defensible innovations reshaping global logistics.
Investment Scope: Typical initial investment $500K – $2M (Seed to Series A).
Supply Chain Portfolio
That’s Industrial Impact®
Cubeworks
CubeWorks brings to market a portfolio of ultra-low-power, ultra-small wireless smart sensors.
Embedor
Embedor Technologies delivers smart sensors for real-time monitoring of civil infrastructure health and long-term structural integrity.
Fixposition
The company develops sensor fusion of GNSS, IMU, and vision to deliver reliable, centimeter-accurate positioning in any environment.
Nanothings
NanoThings delivers low-cost, disposable temperature and location tags with flexible, application- and radio-agnostic design.
Senaya
Senaya delivers cloud-based M2M asset tracking solutions using cellular and standard communication technologies.