Our Investments

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.

INVESTMENT CLUSTERS

Supply Chain

Investing in companies modernizing the supply chain industry on a global basis.

Logistics

Dray Alliance

Logistics platform for drayage transportation.

drayalliance.com
Logistics

Flowspace

On-demand warehousing and order fulfillment services.

flow.space
Logistics

Forager

Cross border logistics platform for truckload freight.

foragerscs.com
Automation

Kargo

Smart loading docks for warehouses and factories.

kargo.com
Trade

Mickey

Physical commodity procurement platform for manufacturers.

mickeyforest.com
Marketplace

Ocean Freight Exchange

AI-marketplace for non-containerized dry bulk, tanker, and gas freight markets.

theofe.com
Logistics

Shippabo

Global cloud based supply chain management platform for international freight transportation.

shippabo.com

Manufacturing

Investing in companies that leverage innovations from the last decade to transform manufacturing processes from the last century.

Software

First Resonance

RPA systems for complex manufacturing.

firstresonance.io
Automation

I-50

Computer vision platform for manual production.

i-5o.ai
3D Printing

ICON Build

3D printing for large scale construction projects.

iconbuild.com
Robotics

Symbio Robotics

AI powered autonomous, industrial robot manufacturer.

symb.io

Commerce

Investing in companies rethinking the e-commerce stack for the digital world.

Software

Blutag

No-code SaaS solution enabling retailers to create voice apps

blu.ai
Software

Limespot

AI data-sets powering personalized ecommerce shopping.

limespot.com
E-commerce

Pantastic

E-commerce enablement platform for independent brands.

pantastic.com

Emergent

Exploratory investments in companies with the potential to spawn future clusters.

Software

Avvir

Machine vision technology to optimize the construction process.

avvir.io
Robotics

Bear Flag Robotics

Autonomous technology enabling legacy tractors to become autonomous.

bearflagrobotics.com
Agriculture

HydroSat

Geospatial data and analytics company enabling actionable insights for agriculture and related industries.

hydrosat.com
Blockchain

Paystand

Blockchain enabled B2B payments platform automating the AR process for

paystand.com
Space

STOKE Space

Resuable second stage rocket manufacturer.

stoke-space.com