Actively partnering and supporting the transformation of the Supply Chain and Logistics industries in Southeast Asia and Globally

We partner, invest, and catalyze

Partner

Catalyze

Invest

Who are we?

We are a boutique investment management firm focused on helping the transformation of the Supply Chain and Logistics industry through partnerships and investments in AI and Deep Tech globally, as well as helping to level-up Supply Chain and Logistics capabilities in Southeast Asia.

Investment Themes

Our approach and thesis is anchored on 3 key Megatrends : Geopolitical, AI, and Sustainability.

These Megatrends in turn drive mid-to-long term Supply Chain and Logistics specific trends, where we focus our efforts on.

Theme 1

Deep Tech and AI driving Supply Chain & Logistics transformation

We expect continued massive advancements in data science and AI applications in Supply Chain & Logistics, and will collaborate and invest to drive those advancements globally.

Our approach is to study and understand the underlying AI, Data Science, and Technology, and at the same time leverage our experience in the Supply Chain and Logistics industry to identify long term investable areas.

Theme 2

Leveling up Logistics capabilities in Southeast Asia

As a Singapore-based fund, we have been closely observing the developments and opportunities within nearby emerging economies in Southeast Asia and India.

We are taking a nuanced view of investments into the needs of these emerging economies, closely engaging with a broad range of investors and domestic/regional collaboration partners, and enabling a flexible partnership model to drive investments in this region.

Investments

Our team have invested in companies focused on transforming the Supply Chain and Analytics landscape across the globe

(acquired by Zebra Technologies)
(majority acquired by Thunes)

Team

Learn more

Marc Dragon

Managing Partner

We are hiring a

Senior Associate

Apply Here

Reefknot Hour

Reefknot Hour is Coming Soon

A new space for innovation, conversation, and connection is on its way. Join us for exclusive talks, networking, and thought leadership in supply chain and logistics.