🦄 TL;DR: Why will we win in energy and mobility?

• Most supply chain risk tools on the market, whether using manual data collection or AI-driven insights, are industry-agnostic, offering generic insights and mapping services that fail to address the specific risks faced by the energy and mobility industries. Customers are increasingly frustrated by the inaccuracy and unreliability of these solutions, which struggle to provide actionable data for companies.

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  “We really couldn’t do much with the information that [other tools] provided, and we didn't feel like it went in depth enough for us.”

  Sustainability Manager at EU battery energy developer and EV leaser

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• Our short term goal is to be the “Prewave” for energy and mobility because they can do simple supply chains well but not complex supply chains, especially in energy and mobility where we unlock China data access and strong supply chain network effects. Our medium term goal is to be the source of truth data for energy and mobility supply chains. This means solving other challenges such as inaccuracies in supply chain pricing forecasts, supply chain forecasting and supplier matchmaking.

• Infyos AI-powered operating system is industry-specific, first focused on risk management but with underlying data that has much broader implications for supply chain pricing and strategic procurement at scale. By leveraging network effects across complex supply chains, we’re obtaining proprietary data coverage from the world’s largest battery manufacturers and their supply chains, currently covering 64% of the global battery manufacturing market, 38% of global energy storage market and 38% of global EV market. Ahead of Series A we plan to scale this to 80%, 70% and 75% respectively to build a defensible data moat. This complex supply chain data, which will otherwise be inaccessible to current supply chain risk platforms and larger pricing companies, allows us to offer a supply chain operating system that is uniquely suited to win the energy and mobility industry.

⚙️ What do supply chain risk tools do?

Software platforms designed to provide supply chain risk data for companies to integrate into their due diligence processes. Supply chain risk tools largely fall into two buckets:

1. Supply chain mapping with risk identification → understand where the risk of an event may occur in the supply chain to enable proactive mitigation
2. Supply chain mapping with event monitoring → understand where an event has occurred across your supply chain (e.g. strikes at a particular factory)

SWOT

💪 Strengths

• Speed and efficiency: Supply chain risk platforms leverage AI-powered algorithms and open-source data to deliver quick and actionable insights. This allows businesses to mitigate risks faster compared to manual processes or traceability tools, providing a significant time advantage in dynamic industries like energy and mobility.
• Data-first approach: These tools are built on large datasets and sophisticated machine learning models, reducing human error and increasing the accuracy and reliability of insights. This data-first approach reassures customers that risk assessments are comprehensive and grounded in robust analytics.

🥀 Weaknesses

• Industry-agnostic: Many supply chain risk platforms are designed to cater to multiple industries, which can result in generic insights that lack the deep sector-specific knowledge critical to avoid financial penalties in high-risk industries. Customers claim that these tools offer surface-level information without delivering meaningful, industry-specific value derived from concentrated supply chain networks and non-public supply chain data.
• Data-first limitations: Customers, especially those without a strong background in ESG or risk management, struggle to interpret raw data. They require more specific functionality to convert these insights into actionable decisions, highlighting a gap between the tool’s data-centric output and practical application for risk mitigation or compliance efforts.
• Regulation-agnostic: Many platforms do not prioritise compliance with sector-specific regulations, such as the EU Battery Regulation, forcing customers to manually interpret and apply risk data to meet regulatory requirements. This introduces a disconnect between risk identification and regulatory reporting, creating additional work for clients.

🚀 Opportunities

• Regulatory reporting: Platforms can expand their utility by developing tools that translate collected risk data into regulatory reports, automating compliance and reducing the burden on customers. This shift would allow clients to meet new regulations more efficiently, creating added value.
• Integration with traceability or supply chain mapping tools: By combining primary supply chain data with risk data, customers will be able to much more accurately identify potential risks and stay ahead of compliance requirements.
• Full due diligence offerings: There’s potential for platforms to offer end-to-end due diligence solutions, enabling clients to not only assess risks but also implement and monitor compliance processes seamlessly. This would address one of the pain points for clients: integrating supply chain risk data into their own systems.

🛑 Threats

• Lagging behind industry-specific solutions: Generic, industry-agnostic platforms risk falling behind sector-specific tools that leverage proprietary datasets and network effects within industry ecosystems. Competitors with deeper integration into specific complex supply chains (e.g., renewables, mobility) may deliver more granular insights in risk management and broader supply chain analytics, allowing them to be more deeply embedded within customer workflows.

• Credibility risks: Reliability is crucial. Missing key incidents or misjudging risk can lead to financial damage for clients, which undermines trust in the solution. In cases of compliance failures, clients could hold service providers accountable, leading to liability risks.

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  “50% of the stuff that I get sent when I search for a company’s impacts or relevant news is stuff that refers to [another supplier with the same name].”

  Supply Chain Manager at UK energy company

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• Action-based tools: Competitors offering a combination of data insights and human expertise may be more attractive to clients with less resources and expertise in ESG or supply chain risk. The ability to provide auto-generated action for suppliers to solve risks in addition to the underlying risk data can be a compelling value proposition, threatening pure-data platforms.