- For Founders
Build what the industry actually needs.
We back founders solving real problems across supply chain, logistics, and freight.
Not ideas.
Not theory.
Execution.
- What we see
Supply chain is being rebuilt in real time.
The systems are outdated.
The workflows are fragmented.
The expectations keep rising.
Most incumbents can’t move fast enough to fix it.
That’s where founders come in.
- What we look for
We don’t chase trends.
We look for companies that move the industry forward.
- Solving a real, painful problem
- Deep understanding of the customer
- Speed of execution over perfect strategy
- Early traction or undeniable insight
- Ability to operate inside complexity
What doesn’t work:
- Overbuilt platforms with no wedge
- Ideas disconnected from industry reality
- “Nice to have” solutions
- If it doesn’t matter to the people running the system, it won’t matter to us.
- Where we invest
We focus on the core of how goods move
Freight Tech
Warehouse Technology
Last Mile Services
Supply Chain Management
Autonomous & EV
If you’re building outside of this, we’re probably not the right partner.
If you’re building inside it—we should talk.
- How we work with founders
We’re not passive capital.
We work alongside founders to solve real problems as they scale.
Pressure-testing strategy
Refining positioning and go-to-market
Opening doors to customers and partners
Helping navigate fundraising
We move fast. We stay involved. We tell the truth.
- What you get access to
A network that actually moves things
Our LP base and network include operators, executives, and founders across the supply chain ecosystem.
This isn’t theoretical access.
The people who can help you scale—early.
Customers
Distribution
Partnerships
Industry insight
- Stage + check size
We invest early.
We aim to be early—and stay involved.
Seed and early-stage
Select Series A
Initial checks typically $1M–$3M
Follow-on capital reserved for conviction
- How to engage
If you’re building something real, we want to see it.
We don’t need a perfect deck.
We want to understand:
- The problem
- Your approach
- Why you
- What we believe
This industry doesn’t need more noise.
It needs builders.
If you’re solving something that matters—we’re here to back you.
