In today’s dynamic tech landscape, enterprise technology is not merely an industry to watch but also a rare opportunity for strategic investment. As we delve into the post-pandemic supply chain challenges, the surging corporate spend in tech, and the imminent wave of digitalization, we uncover not just challenges but a strategic roadmap to transformative opportunities.

Supply Chain Realities Exacerbated by Geopolitical Pressures on the System

The global disruptions brought forth by the pandemic laid bare how outdated and insecure our supply chains are. From manufacturing to logistics, we witnessed a cascade of challenges that demanded our attention and strategic intervention. The cracks in our infrastructure have paved the way for a seismic shift in the market. The $1.2 trillion Infrastructure Bill and the $52.7 billion CHIPS Act are ringing in a new era of technological transformation1 . The bills direct federal funds towards transportation, energy, and climate infrastructure projects and utilizes a combined focus on growth and broadly spreading economic opportunity.

Enterprise Technologies Continue to Outperform

Corporate spend in enterprise technology is on the rise, with an estimated 11.5% CAGR through 2030. The growth drivers? Artificial Intelligence (AI) and intelligent software are at the forefront.

Cybersecurity and enterprise software continue to be the #1 area of investment, followed closely by IT services. If we want to take advantage of this ‘once-in-a-generation’ expenditure, we should build our infrastructure to be smarter, more resilient and easier to maintain. Along with leaps in technology such as AI, data analytics, cloud-base software, cybersecurity and novel sensors, we can build the infrastructure of the future, similar to how Partsimony uses their proprietary AI algorithm and data analytics to connect corporations with manufacturers around the world, thereby eliminating the middlemen, reducing costs, speeding up time to market and increasing margins. This is where the future of the supply chain is moving.

2023 marked the year of optimization, while 2024 is poised for increased consumption of cutting-edge tech. COVID-induced digitalization has fast-tracked the need for investment in the future of work, with 51% of IT spending shifting to the cloud by 2025.

The Timing is Impeccable

As a result of the pandemic, US infrastructure received a health check from the American Society of Civil Engineers and we earned a C-2, largely due to thousands of aging roads, bridges, airports, dams, levees and water systems, the lack of high-speed broad internet access and climate change threatening to worsen our already weak system. “Tech-first or go home” — that’s the mantra every industry is chanting now, creating a $833 billion opportunity as old-line industries reinvent themselves. Take Transmute — for every trade shipment, their secure digitalization platform ensures fast port clearance and full compliance with US CBP standards.

“Bridging the data silos across global supply chains requires meeting customers where their data already lives today.”

- Karyl Fowler, CEO of Transmute

Industrial Automation

At Alinea Ventures, we see an opportunity to merge our need for revitalized infrastructure with the fourth industrial revolution, modernizing technologies and processes through the application of machine learning, automation and cloud computing and data exchange.

While the opportunity set is vast, to the tune of $176B, building and integrating these systems at scale requires specialized skill sets that cut across the technology stack.