Q3 2022 Supply Chain Tech Report

VCs extend pullback from supply chain tech

VC funding for the supply chain tech industry continued to ebb in the third quarter, as pressures on the system eased somewhat amid waning demand. Startups around the world added $3.3 billion across 188 deals—representing a year-over-year decline of 77.2% and 55.7%, respectively.

Our latest Emerging Tech Research update explores VC trends in the supply chain space and highlights opportunities like blockchain technology and autonomous warehouse and delivery operations. The report also includes company spotlights on DLT Labs, Phantom Auto, and Lumachain.

Key takeaways include:

• While the number of exits in Q3 rose slightly quarter-over-quarter, overall exit value fell 59%.
• Public listings dropped 73% year-to-date, but buyout activity ticked up.
• Startups that offer technology for improving tracking and visibility in the supply chain—shortcomings exposed by the COVID-19 pandemic and recent geopolitical pressures—could see a tailwind.