Supply Chain Visibility & Tracking

Supply Chain Visibility & Tracking covers the platforms that provide real-time location and status of freight and inventory across the supply chain — real-time transportation visibility (RTTV), shipment tracking, ETA prediction, and end-to-end visibility. It is led by visibility specialists (project44, FourKites) and the visibility features of broader platforms, aggregating data from carriers, telematics, and networks.

Demand surged after the pandemic exposed the lack of supply-chain visibility, with shippers and 3PLs investing heavily in knowing where their goods are and predicting disruptions. It is a consolidating, network-effect-driven segment (visibility platforms benefit from more connected carriers and shippers), with AI-driven ETA prediction and disruption alerting the key capabilities; it was a venture-funding hotspot now rationalizing.