Investing in supply chain and logistics.
Tiny angel checks — I'm not leading anyone's round. Pre-seed and seed bets in the lane I know: supply chain, logistics, and the AI tooling that serves them. I write checks where I'd happily take the first sales call myself.
Portfolio
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AI platform that automates the design, build, testing, deployment, and monitoring of supply-chain integrations using AI-generated code — delivering integrations in hours instead of months.
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AI-powered dispatch optimization for trucking fleets. Uses mathematical models and demand forecasters to automate load assignment, boost utilization by up to 25%, and increase revenue 10-15%. ROI guarantee.
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Autonomous dock scanning robotics for freight terminals. Dockware Vision (sensor suites mounted in terminals) for label reading, dimensioning, tracking, and damage detection. Dockware Scan (mobile app) for handheld capture.
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Sales intelligence and revenue operations platform for freight forwarders and customs brokers. Using supply chain intel + contacts as a wedge to build a comprehensive AI-enabled sales system for international logistics.
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Gaia Dynamics
Advisor
AI trade compliance for importers, exporters, and customs brokers. Classifies products into HS and HTS codes, calculates tariffs, and tracks regulatory changes as they happen. Founded in 2024 in Palo Alto with Andrew Ng's AI Fund.
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Design-for-manufacturability SaaS — embeds real-world manufacturing intelligence directly into the design process so engineers get continuous feedback on whether a part can actually be built. Less waste, faster iteration, designs that work.
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Upwell
Advisor
Order-to-cash automation for logistics — fast implementation, reliable portal automation, and deep product maturity for enterprise customers. Reduces DSO and saves major time in billing and collections.
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AI-powered platform for oversized and overweight freight operations — digitizes paper permits into GPS-ready routes with compliance monitoring and dispatch management. A single permit mistake can cost $50K-$100K in fines.
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AI-powered duty drawback and trade compliance platform that automates duty recovery for U.S. importers and exporters.
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Closed-loop beverage stations for workplaces: fill a drink, return the bottle, and the station washes and reuses it. No single-use packaging.
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Financial operating system for the industrial supply chain. Enables truck stops, fuel retailers, and fuel suppliers to reconcile transactions, recoup money on exceptions, streamline invoices, automate payments, access flexible financing, and optimize cash flow.
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Building the system of record for retail compliance and the platform the rest of supply-chain software plugs into. Started with retail-compliance packing software as wedge, now focused on EDI, chargeback dispute, & vendor management for retailers.
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FreshX
Advisor
Digital marketplace for refrigerated (reefer) LTL freight — find, price, and book nationwide reefer LTL freight in seconds. 70+ dedicated refrigerated carriers, 100+ warehouses. Chicago-based, backed by Valor Ventures and Techstars.
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The universal API for telematics — unified platform connecting multiple ELD and fleet management services through a single API, replacing dozens of individual integrations.
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Cloud-based compliance platform for global trade security — enables manufacturers, importers, exporters, and carriers to implement automated workflows for supply chain compliance and end-to-end visibility.
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Voice AI for freight brokers — automates carrier-facing calls for capacity sourcing, check calls, and appointment scheduling. Handles the repetitive phone work so reps can focus on relationships.
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GoodShip
Advisor
Freight orchestration and procurement platform — the all-in-one platform for AI-powered bid analysis, carrier management, and analytics for enterprise shippers.
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Carrier and broker review platform — enables shippers to find the best carriers and brokerages based on 75,000+ reviews. Provides carrier intelligence, intent data, and integrations (Salesforce, Slack) to customers.
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Financial infrastructure for logistics in Mexico: quick pay and working capital for carriers, plus AI and market analytics for the companies that move freight there.
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Free load board and AI dispatch for independent truckers: one place to run invoicing, fuel, insurance, compliance and load search. Acquired by BasicBlock in 2026.
Honest update — I'm pretty full right now and not actively writing new checks or taking on new advising. For something to break through, it needs to be early-stage and right down the middle of freight, logistics, and supply-chain infrastructure — the lane I know. If that's you, reach out anyway. — the current bar