We are thematic investors.
Our investment focus areas are based on our understanding that the innovation ecosystems around edge cloud, generative AI, ML, data, mobile and connected devices are rearchitecting enterprise supply chains just as these rails have transformed other parts of the enterprise over the last decade.
At the same time, the need for resilient and sustainable supply chains amidst changing geopolitics is driving demand for new products from procurement to manufacturing, IoT, warehouse automation, supply chain mapping, enterprise productivity, and logistics.
Through our team’s product-market centric approach and our industry networks, we have developed the pattern recognition to identify supply chain infrastructure and application software companies that will transform our future.
