Blue Impact is launching a $20M fund to back early stage supply chain companies in the US that are optimizing and decarbonizing the supply chain leveraging a Supply Chain Advisory Board of industry LPs and a ~2X MOIC.
5+ years
$20,000,000.00
Last update: October 05, 2023
The supply chain accounts for 60% of global CO2 emissions, and geopolitics, climate, and AI are intensifying the problem, yet we have technology that can help decarbonize the supply chain. Venture capital will fuel the transition, however, there is a lack of operator-led VCs that deeply understand the supply chain and that can add value at the earliest stages. With the supply chain software market set to triple to $228B by 2033, we are leveraging deep industry expertise to identify, back, and empower founders leading the charge in the modernization of our global supply chains.
On a macro-level, we are investing in early-stage technology companies across the supply chain - from advanced manufacturing and international trade to warehousing and trucking. On a micro-level we are keen on investing in solutions that empower SMEs - most of the supply chain is composed of SMEs that lack access to the latest technologies. Technology adoption accelerates optimization across the supply chain, positively impacting the financial performance of companies adopting these technologies, while reducing carbon emissions through the optimization of existing supply chain networks and assets such as warehouses, trucks, and ships.
We leverage a Supply Chain Advisory Board of top-tier industry LPs to 1) make better investment decisions and 2) add value to portfolio companies of the fund.
Outputs (Short Term)
● Investments: Fund 20-25 startups per fund.
● Deployments: Track deployments per startup in warehouses, ports, ships, carriers, etc.
● Staff Trained / Systems Upgraded: Number of staff trained, or systems upgraded
Outputs (Medium Term)
● What: Reduced carbon emissions, improved delivery accuracy, decreased lead times.
● Who: Logistics operators, producers, end customers.
● How much (Indicators Iris+): CO2 reduced, unique users reached, delivery accuracy / timeliness, traceability coverage.
● Contribution: Compared to business-as-usual, our tech enables measurable improvements.
Outputs (Long Term)
● Enhanced resilience of supply chains to shocks (pandemics, climate events).
● Significant carbon footprint reduction across network.
● Equitable economic participation: tech-driven transparency ensures fair pay and conditions for producers.
● Overall alignment with SDGs: SDG 12 (Responsible consumption & production), SDG 13 (Climate action), SDG 8 (Decent work and economic growth)
