Supply Chain Ventures

Investment approach

Thesis

Our supply chain portfolio investments to date have focused on early stage planning and execution software companies using real time data sources and AI techniques to better manage logistics operations. Our thesis is straightforward—you cannot run an efficient supply chain today based on just months-old demand and supply data sources. Best in class solutions in procurement, transportation management, S&OP, inventory management and warehousing demand better tools that both add new data sources, such as real-time traffic and weather information and better exploit older data sources from corporate systems of record.Source (opens in a new tab)