Our Thesis
Cambridge focuses on investment themes that we believe will produce outsized growth and returns over the next several years.
AI is transforming every layer of supply chain operations, from predictive demand planning and autonomous routing to dynamic pricing and inventory optimization. We're investing in category-defining software companies leveraging AI to solve mission-critical supply chain challenges.
Application of AI internally within services companies — from freight brokerage and 3PL operations to last-mile delivery and fulfillment centers — unlocks significant margin expansion and increases valuation multiples.
The race for quick, affordable delivery continues to intensify. We're investing in fulfillment platforms enabling omnichannel order management, distributed warehousing, and last-mile economics that support sustainable profitability.
Consolidating vendor relationships, monitoring activities globally, and ensuring compliance across borders creates significant operational complexity. We're backing platforms simplifying cross-border logistics and trade finance.
AI and ML at scale are creating companies that automatically cure supply chain issues before they happen. From predictive quality control to supplier risk management, we're investing in automation-first supply chain platforms.
Mexico is positioned for significant supply chain growth as companies reshore and nearshore manufacturing. We're backing logistics and supply chain tech companies enabling efficient flow of goods within North America.
Cybersecurity, supplier KYC, contract management, and risk prevention are top priorities. We're investing in platforms that increase supply chain visibility, reduce disruption risk, and enable rapid response to threats.
Specialized third-party logistics providers serving high-complexity verticals — including healthcare, data centers, perishables, hazmat, and high-value goods — where deep domain expertise, regulatory compliance, and tailored service models create defensible market positions and premium margins.
Platforms that provide end-to-end visibility across fragmented supply chains, enabling shippers and logistics providers to centralize data, monitor shipments in real time, and make faster, smarter decisions. These solutions reduce inefficiency, improve service levels, and unlock network-wide optimization.