EXPLAINING OUR FOCUS What do we mean by logistics, transportation & supply chain?

Santosh Sankar

We strive to support tenacious founding teams focused on the innovation and growth of critical and emerging logistics, transportation, and supply chain

technologies

SUPPLY CHAIN“Inter-” Includes the entire value chain from suppliers, through manufacturers and distributors to the end consumer

LOGISTICS“Intra-” The operations and distribution process within a

company or node in the supply chain

TRANSPORTATION“Trans-” The movement of goods and services through the supply

chain and delivery of it to consumers

SELECT OBSERVATIONS

๏ Smartphones, connectivity, and improved service offerings are evolving the manner in which value is consumed

๏ The value chain is focusing towards the end user and associated touch points — leaving much opportunity upstream

๏ All activities within and between organizations, will become increasingly connected and automated

๏ Next-gen supply chain competencies are essential ingredients in the new era of vertically integrated consumer brands

The value chain will be re-architected to suit the consumption of physical and digital goods/services.

SELECT OBSERVATIONS (CONTINUED)๏ Antiquated business models, processes,

and technologies will continue to be unbundled

๏ Instances of friction will be eliminated with a combination of hardware and software solutions — “asset-lite" solutions alone won’t win

๏ The definition of supply chain and logistics will continue to evolve — focus will be on all activities related to the entire value chain

THE DYNAMO TAKE“THE LEGACY BUSINESS” “THE NEW KIDS”

Trucking/rail/marine

Warehousing

Dock operations

Intermodal

Trucks/cars

Third party logistics/brokerage

ERP/Inventory systems

Hyperloop

Drone-enabled warehouses

Robotic docks and ports

Container tracking/technology

Autonomous fleets

On-demand platforms

eCommerce- friendly inventory systems

$4T+ opportunity

Expansion, Advancement &

Disruption

Source: US Department of Commerce, freightXtension, & Dynamo estimates.

THE RANGE OF OUR FOCUSWe maintain a broad definition of our opportunity and are always honing it based on market intelligence and research.

๏ Differentiated service providers to the industry, that ultimately improve outcomes

• Ex: insurance underwritten on sensor data, sales team software, online trade finance platforms

๏ Companies capitalizing on changing behavior of sourcing, purchasing, manufacturing, distribution and consumption

• Ex: booking solutions for ocean freight, name your price tools, “push button”/on demand delivery

๏ Enabling technologies and services that bring forth advancement in industry and application of principles

• Ex: meta networks, collision avoidance systems, predictive routing engines

INTERESTING THEMES HEARD IN OUR OFFICES…๏ Transparent chains using the blockchain

๏ Meta networks to power autonomous vehicles

๏ Warehouse automation

๏ Terrestrial/aerial drone systems

๏ Asset monitoring/tracking

๏ Predictive routing/optimization

๏ API-enabled supply chains

๏ Trade finance platforms

๏ Human augmentation

๏ Modular trucks

๏ Distributed warehousing

๏ Industry-specific bots

What are you working on? Share it with us

hello@hellodynamo.com

WHAT COULD THE FUTURE BRING?

YOU TELL USConnect with us:

www.hellodynamo.com hello@hellodynamo.com

@thisisdynamo

Santosh Sankar Director

@santoshsankar

Katlyn Whittenberg Social Media & Community

@thisisdynamo