I invest in early-stage startups refashioning legacy industries @ REFASHIOND Ventures: The Industrial Transformation Fund across Data & AI, Advanced Materials, Advanced Manufacturing, and Next Generation Supply Chains.
Wow. This article by Paul Berger is worth reading if logistics technology is your thing. By 2018, it had become clear to me and Lisa Morales-Hellebo that we had to think about REFASHIOND Ventures: The Industrial Transformation Fund quite differently than conventional wisdom would suggest if we wanted to protect our limited partners from the vagaries of economic cycles. The process of back and forth debate and discussion we went through has led us to the current version of our investment thesis. Our Thesis: REFASHIOND Ventures: The Industrial Transformation Fund invests in early stage startups refashioning legacy industries through Data & AI, Advanced Materials, Advanced Manufacturing, & Next Generation Supply Chains; Defensible through economic moats. We emphasize scalable networks, platforms, ecosystems, and information infrastructure. We launched with a rolling fund on AngelList in July 2021, and made our first investment in September 2021. We have now closed 53 investments across 47 startups. Join us. It's still Day 0, and the opportunity couldn't be any bigger; We are in the early-stages of the largest sector-driven investment opportunity of our lifetime - the technology-driven refashioning, transformation, and reinvention of industrial value chains AND supply chains. #IndustrialTransformation #SupplyChain #Innovation #Technology #Startups #VentureCapital
4x Founder | Generalist | Goal - Inspire 1M everyday people to start their biz | Always building… having the most fun.
6moExciting times ahead! Can't wait to see the impact of these investments.