Participated · Series B · Jun 2026

Founded in 2016 and dual-headquartered in Amsterdam and Madrid, Twinco Capital advances financing at the purchase order stage—often advancing up to 60% of order value upfront and the remainder on delivery—by underwriting supplier performance risk using proprietary risk intelligence and real-time operational data. Since launch it has financed over $1B across thousands of transactions with zero credit losses and serves clients including Mango, Vertbaudet, Lojas Renner and Centric Brands. The company employs 44 people and has raised equity totaling roughly $73M to date. With the new €150M Santander-led securitisation and the €15M Series B, Twinco aims to scale and institutionalise purchase order finance as an investable asset class. Its recent funding package provides both growth equity and institutional debt funding to support that expansion.

Participated · Series A · Oct 2025

TRACT provides a software platform that visualises end-to-end supply chains, connects supplier data, and delivers clear sustainability metrics across multiple commodity categories such as cocoa, coffee, corn and cotton. Originally created in collaboration with Archer Daniels Midland, Cargill, Louis Dreyfus Company and Olam Food Ingredients, the company now serves many of the world’s largest CPG brands and commodity traders, enabling them to map sourcing portfolios, monitor deforestation risk and track emissions. By turning complex agrifood data into actionable insights, TRACT supports sourcing leaders who face increasing regulatory and stakeholder pressure. The platform’s core value lies in integrating disparate data systems to reveal sourcing risks and resilience gaps. With its newly secured capital, TRACT plans to accelerate global expansion, deepen data-system integrations and onboard additional enterprise clients. Although specific revenue or user figures were not disclosed, the business is positioned for rapid growth as sustainability reporting requirements tighten worldwide.

Participated · Series A · Apr 2025

Glacier develops low-cost robotic arms guided by computer vision to identify over 30 material types and automate sorting at materials recovery facilities (MRFs). Its robots have been deployed in San Francisco, Los Angeles, Chicago, Detroit, Phoenix and Seattle. The company offers robots as outright purchases or via lease-to-own, and provides training, spare parts and maintenance packages to customers. Glacier also sells a data product that gives MRFs, consumer-products companies, and government agencies insights into the waste stream and recycling performance. The startup, described in the article as six years old, plans to expand its robot fleet to more municipalities to address labor shortages and improve recycling rates. Financially, Glacier recently closed a $16 million Series A to support that expansion. Glacier is a Bay Area recycling robotics startup whose core products are a sorting robot deployed in recycling facilities and an AI scanner that tracks materials and packaging fate. Amazon is piloting the AI scanner to understand what happens to packaging after it reaches consumers. The company says it works with customers in 10 states and is forming partnerships with brands, Fortune 500 companies, and government agencies. Glacier has collaborated with the City of Phoenix and received a grant from the Michigan Department of Environment to support further deployments. Co-founders include CEO Rebecca Hu and Areeb Malik. The startup recently closed a new $7.7M funding round co-led by Amazon and NEA. Glacier builds compact, low-cost recycling robotics and automation systems designed for space-constrained sorting facilities. The company emphasizes three advantages—low cost, small size and easy install—and has conducted pilots and deployed its first commercial system at a facility in Los Angeles. Founded in 2019 and operating in stealth until the announcement, Glacier’s team combines AI and robotics engineers with founders Areeb Malik (formerly a software engineer at Facebook) and Rebecca Hu (formerly at Bain & Company). The team’s experience includes self-driving excavators and forklifts, extraterrestrial mining robots, humanoid disaster-response robots and AI models for medical detection. Glacier has opened preorders for its first commercial system and plans to use new funding to increase headcount and accelerate commercial deployment. The company positions its product as an alternative to larger, more expensive systems in the recycling space.

Led · Equity · Apr 2025

Elm AI offers an AI-driven system of record for supplier sustainability, performance, and risk data, automating complex workflows for supply-chain teams. The platform is designed to help companies achieve greater efficiency and sustainability in their supply chain operations. Elm AI is a Cornell University spinout and was founded in 2023 by Advait Raykar, Aparajita Thakker, Ken He, and Eesha Khanna. The company intends to use recent funding to expand operations and accelerate development efforts. The article does not disclose revenue or user metrics.

Participated · Series B · Feb 2025

CompScience provides a visual AI platform that identifies risks and predicts incidents before they become claims, integrating with existing camera systems to remove the need for additional equipment or physical inspections. The platform strengthens client relationships and creates safer workplaces while empowering brokers with AI-powered risk mitigation tools. It enables brokers to proactively address workplace hazards, reduce claims, and lower costs, and helps businesses turn risk management into a competitive advantage. The company is led by CEO and Founder Josh Butler and operates in the commercial property & casualty insurance sector. CompScience raised $27.6M in a Series B to accelerate product innovation, scale operations, and expand market reach. The company is based in San Francisco, CA. CompScience provides an AI-powered safety analytics platform that combines visual AI with insurance incentives to analyze workplace security video using AI and data science techniques. The company delivers risk mitigation services to measurably reduce hazard exposure as part of a workers’ compensation policy or via a SaaS offering. Led by Founder and CEO Josh Butler, CompScience partners with insurers and agencies to deploy its technology. The company plans to use new funding to expand into additional industry verticals, grow its technology and service offerings, and build out its staff of insurance and safety experts in several existing and additional high-risk industries. CompScience reported growing its insurance business over 10x and reducing injury rates by 23% so far this year. Existing partners cited in the article include Swiss Re, Nationwide, and 10 of the top 20 commercial insurance agencies in the United States. CompScience offers an AI-powered workplace safety analytics platform that provides video analytics as a service and data-driven recommendations. Using existing worksite video, the platform generates proprietary risk factors from more than 50 behavioral and environmental hazard detectors and maintains an expanding library of computer vision models. The company emphasizes privacy: its AI-driven system does not identify individuals or retain personal information. CompScience is led by founder and CEO Josh Butler and is based in San Francisco, CA. In August 2022 it closed a $6M seed funding round to expand operations and broaden its business reach. The company is targeting the large workplace-safety market, cited in the article as a $6 trillion opportunity.