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 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.

INVESTMENT CLUSTERS

Supply Chain

Investing in companies that are modernizing the global supply chain.

Logistics

Dray Alliance

Logistics platform for drayage transportation.

drayalliance.com
Logistics

Flowspace

On-demand warehousing and order fulfillment services.

flow.space
Cross-Border

Forager

Cross border logistics platform for truckload freight.

foragerscs.com
Automation

Kargo

Smart loading docks for warehouses and factories.

kargo.com
Global Trade

Mickey

Physical commodity procurement platform for manufacturers.

mickeyforest.com
Ocean Freight

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
Computer Vision

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.

Voice

Blutag

No-code SaaS solution enabling retailers to create voice apps

blu.ai
E-Commerce

Limespot

AI data-sets powering personalized ecommerce shopping.

limespot.com
Marketplace

Pantastic

E-commerce enablement platform for independent brands.

pantastic.com

Emergent

Preliminary investments in high potential areas that can spawn future clusters.

Built World

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
Aerospace

HydroSat

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

hydrosat.com
FinTech

Paystand

Blockchain enabled B2B payments platform automating the AR process for

paystand.com
Space

STOKE Space

Resuable second stage rocket manufacturer.

stoke-space.com
Trucking

TruckLabs

Transforming the trucking industry through technology

trucklabs.com