Our Thesis
Cambridge focuses on investment themes that we believe will produce outsized growth and returns over the next several years.
Enterprises still run on manual, fragmented, and costly operating processes. We invest in services businesses that apply technology and deep domain expertise to reduce the cost, labor, and complexity of supply-chain operations, earning durable positions through proprietary data and nuanced workflows.
AI is rewriting how mission-critical supply chain work gets done, from planning and execution to pricing, visibility, and prediction. We invest in category-defining vertical software that turns fragmented operations into automated, data-driven systems.
Logistics operators such as brokerages, third-party logistics providers, and fulfillment firms hold large pools of untapped efficiency. We back the use of AI and automation inside these businesses to expand margin, lift productivity, and increase enterprise value.
Some freight is too complex and too regulated to be a commodity. We back asset-light and asset-based providers in high-complexity verticals such as healthcare, hazmat, perishables, data centers, and high-value goods, where domain expertise and compliance create defensible margins.
North American supply chains are reshoring, and moving goods across borders remains complex and compliance-heavy. We back the platforms and services that make US-Mexico and cross-border trade more efficient.
Returns and recovery are the trillion-dollar back half of commerce. We invest in software and tech-enabled services that turn returns, repairs, refurbishment, and value recovery from a cost center into margin.
Supply chains face mounting cyber, supplier, and contract risk. We invest in platforms that strengthen supplier KYC, contract management, and risk prevention, increasingly delivering compliance as a service.