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Logistics & mobility

Asset-light transport, supply-chain tech and electric mobility.

Logistics and mobility deals on OBC target asset-light operators, technology-enabled fleets, and electrification plays with contracted revenue.

Every deal is adjustable

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.

What we focus on

  • Last-mile and cross-border logistics
  • Supply-chain software and marketplaces
  • Electric fleets and charging infrastructure
  • Fleet financing structures

How deals are structured

  • 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.

Step 1
Sourcing

Operators with anchor customers and proven ops.

Step 2
Diligence

Route economics, utilization, and counterparty review.

Step 3
Structuring

Blended equity / asset-financing where relevant.

Step 4
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)