Supply Chain & Fulfillment Tuesday, August 25, 2026

Corporate venture arms lead last-mile delivery investment

Corporate venture arms have become the dominant investors in last-mile delivery, with top firms in the category having cumulatively deployed over $21.6 billion.

The numbers

$1.6 billion Last-mile delivery funding hit this amount at its 2021 peak.
20% In 2026, companies raised less than this percentage of the 2021 peak.
100+ The industry transforms from a few courier giants to this many specialized providers.
30% Smart routing cuts costs by this percentage.
$100M-$1B+ SoftBank Vision Fund investment range for large-scale delivery platforms.

Sources

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