Top 10 Logistics Investors in 2025: VCs Transforming Supply Chain and Transportation
Logistics is capital-intensive, timing-sensitive, and allergic to hand-wavy decks—so picking investors who actually know warehouses, fleets, and FOAK/NOAK scale matters. Here's a founder-ready guide to who's active in 2025, how to choose the right partner, and how to pitch them so diligence moves fast.
1) How to pick the right logistics investors (quick and accurate)
Map your bottleneck to their superpower.
- Warehouse & network design / real estate adjacency: corporate funds with footprint (e.g., Prologis Ventures) can open doors to pilot sites and 3PLs. (Prologis)
- Ocean, ports, cross-border trade: strategics like Maersk Growth understand global flows, carriers, and customs. (maersk.com)
- Factory math & scale-up: industrial specialists (e.g., Eclipse Ventures) underwrite yield/throughput, COGS glidepaths, and capex. (Reuters)
- Pre-seed/seed supply-chain software: focused seed funds (Dynamo, Schematic) shorten discovery and first customer wins. (dynamo.vc)
- Robotics & fulfillment automation: platform corporate funds (Amazon Industrial Innovation Fund) and mobility/industrial VCs (Autotech) move fastest on hardware+software. (Amazon Industrial Innovation Fund (US))
Validate 2024–2025 activity. Look for fresh fund closes, recent leads, or portfolio adds. If they haven't led lately, deprioritize.
Bring proof early. Even at seed, show DFM plan, BOM/COGS now vs. next, yield targets, EVT→DVT→PVT timeline, pilot LOIs, and—if relevant—LCA/reliability. This turns "interesting" into "schedule partner calls."
Organize your materials in a secure data room to demonstrate professionalism and make it easy for investors to review your pitch deck and technical documentation.
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Organize your DFM plans, BOM/COGS analysis, and pilot LOIs in branded data rooms that signal operational maturity. See which investors spend time reviewing your technical documentation and time follow-ups perfectly.
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2) Top 10 Logistics Investors & VC Firms in 2025
(Active now; each profile covers what they invest in, how they help, recent signals, and how to approach.)
1) Eclipse Ventures — industrial evolution at scale
What they back: Hardware+software across supply chain, manufacturing, energy, and defense.
How they help: Factory math (yield/throughput/COGS), OEM and strategic intros, comfort with capex-heavy builds.
2025 signal: Led Redwood Materials' $350M Series E with NVentures (NVIDIA). That's real industrial scale appetite. (Reuters)
How to approach: Open with production ramp (units/quarter), supplier readiness (primary/secondary), and the path to unit-cost parity.
2) Prologis Ventures — supply-chain network + pilots
What they back: Tech that modernizes warehousing, fulfillment, and inventory.
How they help: Access to the largest logistics REIT footprint and customers; pilot venues and ops mentors.
2025 signal: Prologis highlighted portfolio impact (e.g., Flexe) and published 2025 supply-chain resilience insights—useful context for your GTM. (Prologis)
How to approach: Show how your product reduces space, labor, or inventory volatility inside a DC network; name a first site.
3) Maersk Growth — ocean, ports, and end-to-end supply chain
What they back: Trade, logistics, and supply-chain startups (visibility, robotics, sustainability).
How they help: Global ocean/ports network, venture-client pilots, customs/compliance expertise.
2025 signal: Active portfolio and venture-client model focused on digitising, democratising and decarbonising supply chains. (maersk.com)
How to approach: Translate your wedge into port/terminal/shipper value; bring one live lane and one expansion lane.
4) Amazon Industrial Innovation Fund — fulfillment & robotics edge
What they back: Warehouse automation, worker safety, autonomy, materials handling.
How they help: Deep robotics/fulfillment expertise; potential pilot channels.
2025 signal: The $1B Amazon IIF continues to add portfolio companies (e.g., Agility Robotics / Digit). Portfolio page is the tell—study it and mirror use-case language. (Amazon Industrial Innovation Fund (US))
How to approach: Lead with throughput/uplift vs. baseline labor; show safety and integration plan with WMS/WES.
5) Dynamo Ventures — supply chain & mobility (pre-seed/seed)
What they back: "How we make, move, and monetize the world's goods"—SaaS, fintech for freight, and industrial tooling.
How they help: Hands-on at formation, fast customer discovery, strong operator LPs.
2025 signal: Closed a $54M Fund III with top-decile returns + secondary liquidity—still deploying actively. (dynamo.vc)
How to approach: Show a first beachhead (mode, lane, or vertical), early payback math, and a repeatable acquisition loop.
6) Schematic Ventures — seed specialist for supply chain & manufacturing
What they back: Early-stage supply-chain, manufacturing, and infra software.
How they help: Founder-friendly seed leads, sharp POV on industrial buyers and procurement.
2025 signal: Continues as a focused industrial/supply chain seed firm (portfolio and mandate unchanged). (schematicventures.com)
How to approach: Come with a crisp ICP, 3 design partners, and a path from services-assisted to software margins.
7) Koch Disruptive Technologies (KDT) — industrial scale + logistics
What they back: Autonomy, logistics AI, industrial automation; leverage Koch's ops footprint.
How they help: Access to KBX Logistics, suppliers, and manufacturing expertise; willingness to lead.
2024–2025 signals: Led Outrider's Series D for autonomous yard operations; led Optimal Dynamics' $40M Series C for fleet optimization. (Reuters)
How to approach: Show how your system slots into yards, terminals, or fleets with measurable ROI inside 6–12 months.
8) DCVC — deep tech meets real-world logistics & manufacturing
What they back: Frontier tech that moves the needle in manufacturing, energy, compute, and defense—often adjacent to logistics.
How they help: Heavy technical diligence; U.S. industrial/supply-chain lens; patience for hard problems.
2025 signal: Published the Deep Tech Opportunities Report 2025—a useful framework for positioning your wedge. (TechCrunch)
How to approach: Lead with quantified step-change (cost/performance) plus a staged FOAK→NOAK plan.
9) Autotech Ventures — ground transportation & freight
What they back: Seed→Series C in mobility/freight: connectivity, autonomy, electrification, marketplaces, and enterprise digitization.
How they help: Transportation sector network, OEM/ Tier-1 access, and $1–8M initial checks.
Signal: Active 2025 deployment; platform states >$500M AUM and seed→C focus on ground transport. (Autotechvc)
How to approach: Tie your product to route utilization, dwell reduction, or opex savings; show unit economics by lane/segment.
10) Lineage Ventures — cold chain innovation (food & pharma)
What they back: Tech for temperature-controlled warehousing, logistics, and supply chain.
How they help: Global cold-chain footprint (Lineage Inc.) + venture team that pilots innovations across facilities.
2025 signal: Lineage highlighted ongoing tech investment; Lineage Ventures has invested in 25+ companies across regions to modernize cold chain. (Lineage Inc. also reported strong 2024 results and is now public—scale that helps pilots.) (onelineage.com)
How to approach: If you touch perishables or pharma, lead with temperature, compliance, and spoilage math; propose a two-site pilot.
3) Five quick tips for pitching logistics investors (2025)
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Lead with the cost & time curve. Put today's BOM/COGS & cycle time next to post-raise targets and name the engineering that unlocks them (yield improvements, takt time, automation). Eclipse/DCVC-style partners expect this rigor. (Reuters)
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Pilot like a product. Name the site host, success criteria (throughput, UPH, pick accuracy, OEE), and the step from EVT→DVT→PVT→LRIP. The Engine/HAX/IIF-type investors reward repeatable pilots. (Amazon Industrial Innovation Fund (US))
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Integrations > inspiration. Show WMS/TMS/WES connectors, safety certification path, and change-management plan. It de-risks deployment for Prologis/Maersk-type partners. (Prologis)
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Prove ROI on one lane/site. One before/after slide beats ten hypotheticals: e.g., "Gate-to-dock time −27%, trailer turns +18%, injury rate −40%."
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Bring supply-chain realism. Primary/secondary suppliers, QA/QC plan, and logistics for spares. Corporate strategics (KDT, Amazon IIF, Lineage) move faster when this is crisp. (The Wall Street Journal)
Use your startup data room to organize these materials and track investor engagement to see which investors are most interested in your approach.
Final Thoughts
Logistics fundraising in 2025 requires precision, preparation, and professional presentation. The investors listed above are actively deploying capital, but they expect founders to come prepared with clear manufacturing plans, realistic cost projections, and evidence of pilot traction.
Logistics investors evaluate not just your technology, but your ability to execute on operations, manage supply chains, and scale production. Organize your startup data room, track investor engagement, and demonstrate operational maturity from day one.
Get started with Peony for your logistics fundraising — secure data rooms built for startups raising capital.

