Participated · Series C · Jan 2026

Founded in 2022 and headquartered in Brisbane, CA, Mytra develops an operating system that abstracts material flow into programmable primitives—move, store, pick, and route—enabling flexible, software-defined automation for warehouses and factories. The platform targets the 80% of industrial sites that currently have no automation by reducing cost and complexity while reclaiming aisle and clearance space; early deployments have cut material-handling labor by 32% and improved storage density by 34%. In 2025 the company secured contracts with a Fortune 100 food company and a Fortune 500 industrial-supply distributor, including one deployment 60× larger than any previous installation. Operational momentum included shipping two pilot systems, bringing a new facility seven times larger than its prior space online, and expanding headcount by 78% while adding senior executives such as a CFO, Chief Development Officer, and VP of Scaling. Former Tesla CFO Zach Kirkhorn also joined the board. Mytra is currently hiring for more than 20 roles to support rising demand. The company has raised more than $200 million to date to finance rapid scaling of its software-defined automation platform.

Participated · Equity · Jun 2025

Founded in 2019, San-Francisco-based Kargo offers an integrated solution of computer-vision "towers" and lifts that automatically inspect freight, verify shipments against Bills of Lading, and stream inventory data into customers’ systems without manual scanning. The platform flags damage, manages OS&D claims with visual evidence, and coordinates scheduling, driver check-in and dock allocation in one workflow. Since its 2022 Series A the company has grown its enterprise customer count from three to more than 45, including Fortune 500 players such as Wayne-Sanderson, Aurobindo, Tillamook and Mercedes-Benz, and has deployed over 1,000 towers nationwide. Kargo reports tripling annual revenue from 2024 to 2025, driven by rapid follow-on orders once initial hardware is installed. Building on its proprietary data layer, the firm is now launching “Kargo Intelligence,” an agentic-AI suite that automates back-office tasks like invoicing, claims disputes and financial reconciliation. Management positions the product as a “universal interpreter” for supply chains, aiming to embed at every node for compounding data network effects.

Led · Equity · Dec 2023

Emergent Cold LatAm is the region's largest provider of refrigerated storage and logistics solutions. Founded in August 2021 to meet rising demand for modern cold chain capacity, it operates more than 70 cold storage facilities across 11 countries. The company reports over 5.4 million cubic meters of storage capacity including projects under construction. To date it has completed eighteen acquisitions and two new construction projects, with nine greenfields in active development. Emergent Cold LatAm plans to continue expanding its regional network through acquisitions, greenfield projects and expansions of existing facilities, and to invest in technology and operational best practices to improve service and standards. The business recently secured a significant equity commitment that supports continued capital deployment across its pipeline.

Participated · Equity · Sep 2023

Parade is a San Francisco-based software platform that provides truckload capacity management to freight brokers, driving carrier access and digital transformation. Led by CEO and Co-Founder Anthony Sutardja, the platform helps users manage relationships, increase truckload capacity, and re-utilize carriers to find the right truck at the best price at the right time. The company raised $17M in funding to support growth and product development. Parade intends to use the proceeds to develop and enhance products that accelerate brokers’ ability to transact freight at scale. Its roadmap includes using Generative AI to turn conversations into freight bookings and expanding integrations with transportation management systems, load boards, rating benchmarks, visibility platforms, and compliance solutions. Parade provides an AI-enabled Truckload Capacity Management Platform that layers on top of a freight broker’s existing systems, such as a Transportation Management System (TMS), to help brokers find availability, book trucks online, and digitally transact loads. Over the past year the company brought its core Capacity Management product to market for freight brokers. Parade’s platform is designed to charge a broker’s capabilities to find and transact truckload capacity and to strengthen connectivity with third-party partners. Customers include major brokerages such as Armstrong Transport Group, Schneider, and Worldwide Express. The company plans to use its recent funding to accelerate digital adoption, expand product capabilities, grow its team, and deepen connectivity across its partner ecosystem. Parade was founded in 2015 in San Francisco.

Participated · Seed · Jul 2023

Terminal Industries develops AI-driven platforms to digitize and optimize yard operations, working to make yards smarter, safer, and more efficient. The company emerged from stealth to address inefficiencies in yard management by partnering with the world’s largest logistics operators on platform development. Terminal cites industry-scale friction: $10 trillion of goods are transported by truck annually, 92% of facilities lack meaningful technology enablement, and inefficiency costs the industry up to $146 billion. The team is led by CEO Max Constant and CTO Neil Robertson, Ph.D., who previously co-founded and built two venture-backed AI companies together, and President Matt Yearling, former CEO of PINC. Advisors include senior logistics executives from Walmart, UPS, Schneider, and FreightWaves. Terminal is headquartered in Austin, Texas, with offices in San Francisco and London.