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Sector thesis

Logistics / supply chain

Capital for logistics, warehousing, mobility-of-goods, and supply-chain software or services.

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What this thesis means

Logistics and supply-chain investors fund the movement and visibility of goods — fulfilment, freight, warehousing, routing, and B2B supply-chain software. In India, infrastructure gaps and SME fragmentation create room for companies that improve reliability, speed, or cost.

Diligence focuses on contribution margins per shipment or account, density advantages, asset lightness vs control, and whether software or network effects deepen over time. Asset-heavy models need a clear path to capital efficiency; pure software needs proof enterprises will pay and integrate.

Pitch the bottleneck you remove, the density you have (or will get), and why incumbents or WhatsApp+Excel cannot close the gap quickly.

Who it fits

  • Logistics, fulfilment, freight, and supply-chain software founders
  • Teams improving reliability or cost for SMEs or enterprises
  • Network businesses where density creates a moat

What to prepare

  • Unit economics per lane, order, or account
  • Density and retention evidence
  • Asset strategy and capital intensity called out clearly

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