Our Thesis

Supply Chains Are Being Rewritten

We back the technology rebuilding how the world plans, sources, makes, delivers, and collects on goods.

Our thesis: the next era of global commerce belongs to the companies modernizing its infrastructure — not the ones just bolting AI onto legacy workflows.

Supply chains are getting smarter, more connected, more autonomous. The winners won't just make operations more efficient — they'll change the basis of competition in their industries.

We invest across the full Demand-to-Cash cycle, backing founders using predictive AI, digital twins, advanced analytics, and end-to-end visibility to unlock value most incumbents can't see yet.