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 an investment standpoint, we are active early stage investors that have invested from Seed to Series C, with a majority in Seed and Series A.
Investing in companies that are modernizing the global supply chain.
Physical commodity procurement platform for manufacturers.
AI-marketplace for non-containerized dry bulk, tanker, and gas freight markets.
Full-service wholesale marketplace connecting grocery retailers with brands.
Global cloud based supply chain management platform for international freight transportation.
Investing in companies that leverage innovations from the last decade to transform manufacturing processes from the last century.
RPA systems for complex manufacturing.
3D printing for large scale construction projects.
Delivers rapid, on-demand network connections via simple and cost-effective fiber installation, even in remote and hard-to-reach areas.
Investing in startups that are filling the labor void across critical checkpoints in manufacturing and logistical operations.
Restoring our planet's health, through the land and our soils, with an affordable precision edge robotics platform.
Developer of self-driving technology for tractors designed to lower the cost of farming through automation.
Building robots with precision arms to pick and place parcels.
Building autonomy for large enterprises with controlled environments: places like mines, ports, large manufacturing facilities, airports, farms.
The company's self-driving robots serve people in public spaces, starting with food delivery, enabling customers to get their products faster.
Dedicated to developing RPA and AI technologies to streamline assembly operations on factory floors.
Preliminary investments in high potential areas that can spawn future clusters.
Banyan is a platform that automates contractual compliance and creates transparency throughout the loan lifecycle of green infrastructure projects.
A DeFi dApp using mobile prepaid airtime credits as an onramp to Web3 for the emerging world.
Blockchain enabled B2B payments platform automating the AR process for
Employment and income verification that lets banks, lenders and background check providers verify any U.S. employee.
Investing in startups focused on servicing earths needs and problems via the geography of space.
Turns Earth data into intelligence and insight for agriculture, financial services, and government.
Building the world's first commercial LiDAR satellite constellation to provide continuously updated global 3D pointcloud from space.
Low cost, on demand, fully reusable rockets for LEO destination.
intended to centralize core shared services for space exploration by increasing vertical integration and mission capability.
Providing Space as a Service in the form of Sensors, Data, and satellites for commercial and environmental applications.
Investing in companies rethinking the e-commerce stack for the digital world.