Private Markets / Emerging Spaces / Supply Chain & Logistics Tech

Supply Chain & Logistics Tech

Freight platforms, warehouse systems, and supply-chain intelligence.

19/100momentum · Cooling
91tracked companies
$237Bcombined valuation
$242Mcapital · 90d (5 deals)
$6.3Bcapital · 1y (27 deals)
25new entrants · 1y
-43%median secondary vs round (27 marks)

Momentum components — 4/4 computable

Funding acceleration0
Deal velocity50
News heat29
Secondary temp7

Components that cannot be computed are dropped and the weights renormalize — never faked to neutral.

Capital by quarter — disclosed rounds

24Q425Q125Q225Q325Q426Q126Q226Q3

Undisclosed amounts count as zero capital; deals still count.

#CompanyValuationSecondary vs RoundLast Round
1 Shein $50B as of 2025-Q3 no mark 2023-05-15
2 Figure $40B as of 2025-Q3 no mark 2025-09-01
3 Vinted $8.8B as of 2025-Q4 no mark 2025-11-17
4 Gopuff $8.5B as of 2025-Q4 no mark 2025-11-13
5 Zepto $7.0B as of 2025-Q4 no mark 2025-10-16
6 Zipline $6.9B as of 2026-Q1 no mark 2026-03-22
7 RELEX $5.7B as of 2022-Q1 no mark 2022-02-16
8 Rappi $5.3B as of 2023-Q4 -65.8% 2021-07-16
9 Apptronik $5.0B as of 2026-Q1 +16.4% 2026-02-11
10 GrubMarket $4.5B as of 2025-Q4 no mark 2025-10-15
11 Flexport $3.8B as of 2024 no mark 2024-01-26
12 Chainguard $3.5B as of 2025-Q4 -54.3% 2025-10-01

Methodology. Emerging Spaces groups the tracked private-company roster into curated thematic spaces and scores each space's momentum 0–100 from four disclosed-data components: trailing-90-day capital vs the prior 90 days (40%), deal-count acceleration on the same windows (25%), news activity per tracked company over 30 days (20%), and the median secondary-market premium to last round across the space's marked names (15%). Components that cannot be computed are dropped and the weights renormalize — the basis is disclosed per space. Quarterly trends derive from dated, disclosed rounds; undisclosed amounts count as zero capital. An attention map of disclosed activity — not a prediction, not investment advice.