Logistics / supply chain
Capital for logistics, warehousing, mobility-of-goods, and supply-chain software or services.
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
Funds with this thesis
100Unicorns
Be the 'Y Combinator of India', provide initial capital plus committed follow-on to idea-stage startups, supporting them across their first three funding rounds before connecting them to large VCs for growth capital.
$250K – $3M8X Ventures
DeepTech-focused VC backing startups with strong scientific and research foundations that can fundamentally transform industries and economies; invests and enables, leveraging Middle East and Europe relationships to help portfolio companies expand globally and raise larger follow-on rounds.
$241K – $602KAmazon Smbhav Venture Fund
Amazon Smbhav Venture Fund focuses on Seed, Series A opportunities across Consumer / D2C, Logistics, operating as a Corporate / CVC relevant to Indian founders.
Seed · Series A