Our Next Chapter as F-LOG

Three shifts are reshaping the supply chain at the same time. Artificial intelligence is moving out of pilots and into everyday operational decisions, from routing and scheduling to how resources are allocated. Systems that once only informed a decision are beginning to make it. Robotics is advancing well beyond classical automation. AI-driven machines, often called physical AI, can perceive and adapt to their surroundings rather than repeat a fixed routine, and as they grow more capable and more affordable they are reaching operations that could never justify automation before. And energy has become a strategic question for supply chain businesses. As fleets electrify and facilities take on more of their own power, energy is now central to how operations are designed and run. We believe these shifts, together, represent the most significant innovation cycle the supply chain has seen in decades.

We have been investing across the supply chain since 2020. What is changing now is how we are organized.
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One fund, from pre-seed to Series A

For years, our venture investing ran across three separate funds, each with its own mandate: XPRESS Ventures at pre-seed and seed, F-LOG at seed and Series A, and FIEGE Group Ventures at growth. Together they built deep sector expertise, a strong network across European logistics and supply chains, and a portfolio of more than thirty companies.

We are bringing all three together. From today they operate as one fund, one team, and one portfolio under the F-LOG name, investing from Pre-Seed to Series A. The expertise, the relationships, and the track record carry over. What changes is that they now sit behind a single, focused strategy. One Team. One Brand. One Strategy.
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Specialists, not generalists

Our strategy is deliberately focused. We back founders building across the supply chain, in three fields where our conviction is strongest.

Applied AI in Supply Chain. Supply chains generate enormous volumes of operational data. We look for domain-specific systems built on that operational reality: software that owns a real workflow and the decisions inside it, and that grows more defensible as it takes on customers.

Robotics and Automation. Rising complexity, labor constraints, and the shift from classical automation to physical AI are pushing robotics deeper into everyday operations. We back systems that handle and move goods with greater autonomy and efficiency, offer a clear return on investment, and build a moat in software, data, integration, or proprietary hardware.

Energy. The energy transition now runs straight through the supply chain. Fleet electrification, warehouse energy management, and the infrastructure that supports both are opening real opportunities where energy meets physical operations.

We choose this focus deliberately. It lets us develop deeper theses, understand our markets earlier than generalist investors, and reach exceptional founders sooner.
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The conviction is earned

This strategy rests on a real track record. Over more than five years, our combined portfolio includes more than thirty investments and several exits to strategic acquirers. In the last months working in stealth as one team, the momentum has only increased. We have made several new and follow-on investments, and we are meeting an increasingly strong group of founders working across software, automation, and industrial operations. Haladir is a recent example: it builds the AI decision layer that sits across a logistics operator's core systems, and it reflects what we look for, namely real operational understanding, ownership of a workflow, and a product that grows more valuable as it takes on customers.
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What founders get

We bring more than capital to the founders we back. Companies in our fields can test their product inside live logistics operations at FIEGE rather than only in theory, tap into customer networks and pilot deployments that shorten the sales cycle by months, and work with a clear process that delivers a first investment decision within two weeks and keeps them informed about where they stand at every stage.
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Building across the supply chain in AI, robotics, or energy?

If that is you, we want to hear from you. Send us your pitch and get in touch.

This is F-LOG.

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— Andreas Pott and Adrian Graf, Managing Partners

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