Logistics & mobility
Logistics and mobility deals on OBC target asset-light operators, technology-enabled fleets, and electrification plays with contracted revenue.
Ticket size, term, exit mechanics and reporting are all shaped in the specialist conversation we have with you. What you see here is our default posture per sector — the final terms are tailored to your strategy call and the deal-qualification call before you commit.
- Last-mile and cross-border logistics
- Supply-chain software and marketplaces
- Electric fleets and charging infrastructure
- Fleet financing structures
- SPV with contracted revenue where possible
- Asset-backed structures for fleet financing
- Milestone tranches during rollout
- Escrow release at closing
The process, step by step
The same 4 stages apply to every logistics & mobility deal — with escrow release only after shares are transferred to investors.
- 01
Sourcing
Operators with anchor customers and proven ops.
- 02
Diligence
Route economics, utilization, and counterparty review.
- 03
Structuring
Blended equity / asset-financing where relevant.
- 04
Deployment
Escrow-based release to SPV.
Key risks to consider
No investment is risk-free. These are the primary risk categories we assess for logistics & mobility deals.
- Fuel and input-cost cycles
- Counterparty concentration
- Regulatory (transport, cross-border)