Welcome Sojo: Bringing Modularity, Speed, and Intelligence to Supply Chains

Consumer brands today are under intense pressure to deliver more personalized, diverse products at record speed and with less environmental impact. But behind the scenes, most companies are managing highly complex supply chains that are slow, centralized, and inflexible for changing consumer preferences. This is especially acute in the world of consumer packaged goods (CPG), where demands for speed, agility, visibility, innovation, and flexible customization create structural stresses across the packaging value chain. The system now requires a reimagined agile supply chain that can successfully bridge existing production infrastructure with enhanced flexibility to meet customer demand across multiple CPG sectors. 

That’s why we’re thrilled to announce our $40 million investment in Sojo, a growth-stage company reengineering the packaging and distribution paradigm at its foundation and building a suite of solutions to help national and emerging brands, co-manufacturers, and other consumer market participants unlock new flexibility in their supply chain operations. 

The Supply Chain Can’t Keep Up with the Shelf

The packaging and logistics infrastructure supporting CPG has failed to keep pace with modern demand needs. Rather than dynamic, data-driven systems, brands often rely on centralized manufacturing centers and multi-hand-off workflows that introduce inefficiencies, waste, and friction. This results in limited SKU agility, delayed launches, inflated costs for innovative packaging formats, and systemic exposure to cyclical labor shortages and supply shocks.

Meanwhile, consumer expectations are evolving rapidly. For example, in the beverage space, nearly 30% of all U.S. volumes now come in variety- and multi-pack formats, according to S2G estimates. This is not unique to beverages either. A similar shift is underway in categories such as snacks, health and beauty, pet food, and personal care, where customers increasingly expect discovery-driven assortments and personalized offerings. All of this is heightened by the structural growth in e‑commerce which only further stresses the system by requiring the overlay of speed in distribution to the existing shift in the supply chain. 

To stay competitive, brands and manufacturers need to utilize last-mile customization, localized manufacturing, and real-time responsiveness — but most existing CPG infrastructure isn’t built for this level of complexity or flexibility. Furthermore, revamping this infrastructure is expensive and time-consuming, as well as potentially value-destructive as consumer preferences continue to shift rapidly, creating a growing system friction. 

The Sojo Solution: Industrial Agility at Scale

Founded in 2021 by Barak Bar-Cohen (former COO of Bai Brands) and Steve Rubin (former CEO of Horizon Lines), Sojo emerged from a firsthand understanding of the limitations of today’s packaging landscape. At Bai, Bar-Cohen observed that while variety packs were popular and beneficial for brand visibility, they also created significant operational challenges ranging from complex manufacturing and repacking processes to higher freight costs, inconsistent quality control, inventory management issues, and labor inefficiencies. Sojo was built to solve these challenges through a combination of industrial automation, robotics, mobility, and modularity at its core. The company specializes in mobile packaging, advanced robotics, and vertically integrated software tailored for the food, beverage, and CPG sectors.

At the center of Sojo’s technology stack is Sojo Flight™, a patented mobile manufacturing platform that can be deployed and fully operational within an hour. Flight enables high-speed, on-site variety-pack production, eliminating the need for complex re-packing downstream and drastically cutting freight, time, and emissions. These mobile lines are supported by Sojo’s national network of operating packaging Hubs™ for centralized scalability.

Complementing the hardware system is Sojo Shield™, a software layer that delivers real-time geolocation, supply chain analytics, and automated logistics mapping. Shield integrates seamlessly with existing systems, unlocking actionable intelligence across the packaging lifecycle. While initially formed to serve the beverage sector, Flight and Shield are industry-agnostic tools now being leveraged across snacks, pet food, health & beauty, personal care, and e‑commerce. 

Sojo also recently received patent approval of Sojo Seal™, a single-use, tamper-evident seal designed to secure and digitally track truckload shipments across logistics supply chains. Unlike traditional seals that only offer visual confirmation of tampering, Sojo Seal incorporates custom electronics that trigger a digital signal when broken. This signal transmits the shipment’s exact location to the Sojo Shield TRACK module, ensuring continuous traceability and real-time data capture throughout the logistics journey. 

Together, Flight, Shield, and Seal form the foundation of Sojo’s ​“atoms-to-bits” vision where robotics, smart packaging, and real-time data are fused to transform end-of-line operations across the supply chain. By embedding intelligence into physical infrastructure, Sojo enables brands to track, manage, and optimize goods in motion through a growing suite of IoT-enabled tools like smart seals and modular devices. The Sojo platform, as a result, provides greater visibility, security, and responsiveness from packaging to delivery, unlocking new levels of efficiency and assurance for brands navigating increasingly complex logistics environments.

By bringing modularity, automation, and intelligence directly to the factory floor (or wherever operations demand) through its services platform, Sojo provides a capital-light alternative that scales with customer needs. Sojo is already generating measurable results for Fortune 500 manufacturers and emerging brands alike. By shifting packaging from static locations to flexible mobile systems, customers have achieved:

• Over 5 million freight miles saved, reducing both cost and carbon emissions
• Faster time-to-shelf for personalized and limited-time offerings
• Lower labor dependence during workforce shortages
• Greater SKU agility, enabling brands to pilot new product formats without the burden of capital-intensive, permanent infrastructure

Sojo is also unlocking new pathways for e‑commerce packaging optimization by helping brands design and implement Ship in Product Packaging (SIPP) solutions. These are especially valuable for brands selling through Amazon, where strict packaging standards apply. SIPP enables non-fragile, bulky, or pre-packaged goods to ship without over-boxing, reducing waste, cutting logistics costs, and streamlining fulfillment. For emerging brands, Sojo’s support in meeting these requirements offers a critical advantage in scaling SKUs across high-volume digital retail channels.

This new infusion of capital from S2G will accelerate the deployment of additional Flight systems throughout the country, enhance the underlying robotics technology stack, and expand Sojo’s presence across new and existing regional Hubs to support growing customer demand at scale.

Investing at the Seams of Agile Supply Chains

S2G’s approach is rooted in investing at the seams of sector transition. We target the intersections where sectors converge, legacy systems are strained, and innovation can help deliver outsized impact. Sojo sits directly at the seams of key focus areas where we have over a decade of experience in navigating, including food and beverage, packaging, logistics, and agile supply chains. 

Sojo’s platform fundamentally reimagines how goods are created, packaged, and distributed efficiently. These improvements are designed to increase the agility of CPG production, reduce energy required to transport goods, and expand the resilience of logistics networks, creating benefits throughout the supply chain for market participants.

With our deep market experience across Sojo’s sectoral exposure, we see a clear opportunity to be a strategic partner to the company in this next step of their journey. Looking ahead, we believe Sojo is well-positioned to expand its product suite, scale its nationwide footprint, and deepen its presence across adjacent sectors. Whether it’s enabling more sustainable supply chains, unlocking new formats for customer engagement, or reducing operational drag, it’s our view that Sojo is at the forefront of the next wave of industrial modernization and we look forward to supporting their journey.