People behind the work

Experience, conviction and a long-term commitment to maritime.

What we look for

We look for market wedges where maritime complexity can become operational leverage, not just incremental software.

Incremental software makes a process 10% faster. Operational leverage rewires how the entire workflow functions, creating network effects, data moats, and pricing power.

We look for teams that have identified a specific, painful wedge in the maritime workflow, a single point of friction where the industry has normalized inefficiency, and built a solution that, once adopted, becomes impossible to remove.

That wedge could be

  1. 01Port call optimization that saves hours per vessel
  2. 02New business value distributed via the long tail of MSMEs
  3. 03Predictive maintenance that catches failures before they happen
  4. 04Trade finance automation that unlocks working capital
  5. 05Emissions tracking that turns compliance into a commercial advantage

From that wedge, we help founders expand into adjacent workflows. Not just to build a broader platform, but to unlock new business models that don’t exist today. Because the real value isn’t just in doing more of the same, it’s in reimagining how value is created, captured, and shared across the supply chain.

We back founders who see beyond the wedge, to the platform, the network, and the new commercial model that emerges when operational leverage is fully realized.

What leads to a “Yes”

We invest in founders who understand the industry from inside the workflow, but can build beyond today’s constraints. Strong teams show customer urgency, technical leverage, and the ability to turn narrow maritime wedges into scalable infrastructure.

Our “Yes” framework is built on four pillars

  1. Insider insight, outsider ambition

    We back founders who have lived the problem, former officers, port operators, freight forwarders, or engineers, but who refuse to accept that “this is just how it works.” They respect the domain, but they’re not captive to it. And outsiders who have greatly proven technology that can mobilize the maritime network of networks disruptively and change how maritime works.

  2. Customer urgency

    We ask: are customers actively looking for a solution, or do we need to convince them they have a problem? The strongest signals are pre-existing budget, regulatory tailwinds, or operational pain that costs real money daily.

  3. Technical leverage

    Is the solution defensible? Does it generate proprietary data? Does it create network multipliers and capture value for each usage? We look for companies where the technology gets stronger with scale, not weaker.

  4. Scalable infrastructure thesis

    The wedge must be narrow enough to enter, but broad enough to expand. We ask: if this company owns this workflow, what adjacent workflows become accessible? Where does the platform go next?

From first wedge to global scale

We support founders with maritime context, customer access, product judgment, capital strategy, and the industry relationships required to move from pilot signal to durable adoption.

  1. Maritime domain judgement

    Reading which workflows will actually adopt, and which will stall at pilot.

  2. Customer access

    Introductions into operators, ports, and owners. You build the relationships.

  3. Product and workflow design

    Shaping the product around how the work is really done on the ground.

  4. Follow-on capital strategy

    Sequencing the raise around maritime’s longer sales and asset cycles.

Let’s Build WhatComes Next

For founders, investors and ecosystem partners who share our conviction.