We believe in an active thesis. Born in the heart of the pandemic, we’re comfortable with rapidly evolving environments and invest accordingly. While our thesis of “investing in the transformation of fundamental industries and processes” provides a guiding framework, it does not specify investment verticals.
Instead, we use innovation as a signal for transformation. As we go deeper in one vertical, it may lead us to another. Our investments in the global supply chain led us to recognize the transformation occurring in manufacturing, which led to exploratory investments in both space and agriculture. Our thesis serves as a north star, however our evolving perspectives on rapidly transforming industries dictate where we invest.
From a pragmatic standpoint, we are active early stage investors that have invested from Seed to Series C, with a majority in Series A.
Investing in companies modernizing the supply chain industry on a global basis.
AI-marketplace for non-containerized dry bulk, tanker, and gas freight markets.theofe.com
Investing in companies that leverage innovations from the last decade to transform manufacturing processes from the last century.
Investing in companies rethinking the e-commerce stack for the digital world.
Exploratory investments in companies with the potential to spawn future clusters.
Autonomous technology enabling legacy tractors to become autonomous.bearflagrobotics.com
Geospatial data and analytics company enabling actionable insights for agriculture and related industries.hydrosat.com
Blockchain enabled B2B payments platform automating the AR process forpaystand.com