VC Funds Are Not Buying Supply Chain. They Are Buying a Job Title.
The argument is simple. There is no single supply-chain market for these funds. Each fund backs companies that sell one workflow to one buyer: a fleet manager, a procurement lead, a retail logistics director, a port engineer. A vendor who pitches the fund instead of that buyer is in the wrong room.
PitchBook put $2.7 billion into supply-chain and logistics technology across 85 deals in the fourth quarter of 2025. Gartner’s April 2024 forecast had annual spend on supply-chain management software rising from $29 billion in 2023 to $62 billion in 2028, a 16.3% compound rate. The money is large. The budgets inside it are not interchangeable.
theDOCK backs Orca AI, HarborLab and Flowfox. Orca AI sells navigation and situational awareness for commercial vessels, on fleets that include MSC, Maersk, Seaspan and NYK. Yarden Gross, chief executive and co-founder, previously co-founded and ran Engie, an automotive-technology company. The buyer is a fleet, safety or operations manager. Flowfox replaces the email chain around container release, depot assignment and reuse. Carriers and importers own that sale.
Aleph led the $12 million Series A at Jiga. Partner Eden Shochat described the problem as hardware stuck in PDF, email and spreadsheets. Jiga connects engineers to vetted manufacturers for custom parts. Adar Hay is chief executive. Customers cited by the company include NASA and Siemens. The titles are mechanical engineers and procurement managers in aerospace, defense, robotics and advanced manufacturing.
Viola Growth is an investor in Bringg, which sells tracking, routing, dispatch and last-mile execution. Walmart, Coca-Cola and Boulanger are among the names attached to it. Retail operations and logistics directors hold the budget.
Vertex Ventures is tied here to UnitySCM, a visibility platform for the control tower. JAL Ventures backed Octup, logistics analytics for third-party logistics providers and brands. The buyers are operations and planning managers. Magma Venture Partners is tied to Nipendo, a procure-to-pay network. Partner Ili Cohen sits on Nipendo’s board. Eyal Rosenberg is chief executive. Procurement and accounts payable own the sale.
Blue Ocean CVC, the corporate arm of Ashdod Port, holds Makalu, Treedis and Flyz Robotics: optics, digital twins and robotics, aimed at port operations, logistics and safety. Terminal engineering is the buyer.
Dynamo Ventures backs the physical movement of goods. Gatik runs autonomous middle-mile trucks. Gautam Narang is co-founder and chief executive. Stord sells cloud fulfillment. Sean Henry is chief executive. Vizion sells ocean-container visibility APIs. The titles are transportation directors, fulfillment heads and ocean-operations managers.
Schematic Ventures backs technology that makes and moves goods. Altana sells supply-chain intelligence. Flock Freight sells shared truckload. Airspace sells time-critical shipping. Harbinger builds medium-duty electric trucks. The desks are trade compliance, truckload procurement, expedited logistics and fleet electrification.
F-LOG is earlier. Haladir puts a decision layer on warehouse, transport and order systems. Complir tracks product-compliance obligations. Herita Technologies offers invoice-backed supply-chain finance. Planning managers, compliance leads and treasury are three separate calls.
Sling Capital, managed by Giza, and Adir Capital were selected for vehicles aimed at critical supply chains and defense-industrial companies. Both are still raising. Neither has a named operating portfolio.
Read the list as a routing table. Maritime software is theDOCK. Custom parts are Aleph. Delivery is Viola. Visibility, third-party analytics and procure-to-pay are Vertex, JAL and Magma. Port hardware is Blue Ocean. Middle mile and fulfillment are Dynamo. Freight networks and industrial vehicles are Schematic. Compliance and invoice finance are F-LOG. The fund is the source of capital. The job title is the customer.