The Quiet Infrastructure Behind Supply Chain Resilience

Much of the conversation about supply chain resilience focuses on physical capacity — more ships, more warehouses, more ports. But some of the most meaningful gains in resilience over the past several years have come from digital infrastructure.

Real-time freight visibility platforms, automated terminal operating systems, and digital customs processing have measurably reduced the time goods spend in transit and at borders, even as global trade volumes have grown.

We see continued opportunity in backing the technology layer of global logistics — platforms and systems that make existing physical infrastructure more productive, rather than simply adding more of it.

This thesis underpins our Supply Chain Technology mandate, where we partner with operators and technology providers building the next generation of logistics infrastructure.