SUPPLY CHANGE CAPITAL — Full Portfolio

Seattle, US

BoardSGShruti Gandhi(Director)inTCTrevor Cox(Director)KSKrishna Srinivasan(Executive Officer, Director)in

Board seatNCNoramay Cadena· per SEC Form D

Co-investorsYOYork IEARArray Ventures Management Llc

99 Counties sells regeneratively farmed meats — grass-fed and grass-finished beef, bison, and lamb, plus pasture-raised pork, chicken, and turkey — sourced from small family farms in the Midwest.

Direct to ConsumerE-commerceFoodTechKeystone, US

MICHAEL ADKINS(Executive Officer, Director)MICHAEL YANG(Director)NICHOLAS WALLACE(Executive Officer, Director)

BoardCECHRISTIAN EBERSOL(Executive Officer, Director)

Co-investorsGVGV (Google Ventures)UNUNION Labs Ventures

Afresh builds AI-based demand forecasting, inventory management, and ordering software for grocery retailers, focused on fresh and perishable categories.

AI & Machine LearningCircular EconomyClimate TechEnterprise SoftwareFoodTechImpact & Social GoodRetail TechSaaS

MSMatt Schwartz(Founder)inNFNathan Fenner(Founder)in

Co-investorsBEBetter Food VenturesBLBlack Jays VenturesBRBright Pixel CapitalCACaesar VenturesDEDesigner FundDODoon Capital+16 more

Agua Bonita makes low-sugar, non-carbonated aguas frescas in aluminum cans, using rescued surplus fruit that would otherwise go to landfill.

Circular EconomyConsumerDirect to ConsumerFoodTech

KCKayla Castañeda(Founder)in

Co-investorsCHChaos VenturesGAGaingelsCECedar Capital

Alveo Technologies makes a palm-sized molecular diagnostic analyzer with preloaded test cartridges that deliver on-site pathogen results in under an hour, with results sent to a smartphone.

AgTechBiotechMedical DevicesAlameda, US

RCRon Chiarello(Executive Officer, Director)inMichael Aicher(Executive Officer, Director)SHShaun Holt(Chairman of the Board & Chief Executive Officer)ETErik Tyrrell-Knott(President & Chief Business Officer)inScott(Chief Commercial Officer)SESlava Elagin(Executive (R&D/Operations))in

Co-investorsBLBlack Diamond VenturesCECelesta CapitalCICivilization Ventures Management, LlcPAPartners Resolute

Creates whole-muscle cut seafood alternatives including calamari, shrimp, scallops, and tuna.

Chicago, US

Anne Palermo(Founder)BCBrittany Chibe(Founder)

BoardJRJohnny Ream(Director)in

Co-investorsBIBig Idea VenturesKIKickstart InnovationSEService Provider CapitalSTStray Dog CapitalSUSustainable Food VenturesAEAera VC+1 more

Automat is an enterprise automation platform that uses AI techniques to automate business workflows.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaSSan Francisco, US

LOLucas Ochoa(Founder)inGBGautam Bose(Founder)inShareef El-Sayed(Sales Related Co-Hiring Manager)Steph Stopani(Head of Talent)Eric M.(Head of Talent)

Co-investorsFEFelicis VenturesINInitialized CapitalK5K5 GlobalY Y CombinatorDEDecent CapitalFEFenwick & West+3 more

Cargologik offers a logistics software platform for supply chain visibility, freight forwarding, and operations management, serving logistics service providers (LSPs), freight forwarders, and beneficial cargo owners (BCOs).

Cloud ComputingEnterprise SoftwareLogistics & Supply ChainSaaS

MJMiles J. Varghese(Founder)in

Co-investorsOCOcean Azul Partners

Celleste Bio develops a cell-based "cocoa technology" combining biotech, agtech, and AI to produce real cocoa ingredients—including cocoa butter and powder—at scale independent of geography and climate.

AgTechBiotechFoodTech

HVHanne Volpin(Founder)in

Co-investorsBABarrel VenturesFLFLORA VenturesTRTrendlines GroupCOConsensus Business Group

Compound Foods develops alternative coffee and cocoa ingredients made from upcycled, climate-resilient sources to address supply chain volatility and environmental impact of traditional coffee and cocoa production.

Climate TechFoodTech

MSMaricel Saenz(Founder)in

Co-investorsAMAmplifica CapitalCOCollaborative FundENEndurance28FEFemale FoundersJUJuniperMAMagma Partners+8 more

Bitly provides link shortening and QR Code creation tools with click and scan tracking and cross-channel analytics.

AdTechFintechMarketing TechSaaSBrooklyn, US

Parag Chordia(Founder)Prerna Gupta(Founder)Simon Cheng(Founder)

Co-investorsATAt One VenturesGOGoogle for Startups Accelerator MexicoQUQuest VenturesWEWebb Investment NetworkBLBlueberry VenturesCOCowboy Ventures+4 more

Technology company rating grocery items on a 1-100 FoodHealth Score and providing insights to retailers and brands.

SASamantha Alexander(Founder)in

Co-investorsNENew Leaf InvestPOPortfoliaTATAWANI VenturesULUlu VenturesPEPeakBridge VC

FoodReady is an AI-powered software platform that automates food safety, traceability, inventory management, and quality control for food manufacturers, processors, and distributors.

AI & Machine LearningCloud ComputingFoodTechSaaSChicago, US

Gerald Galloway(Executive Officer, Director)David Seddon(Director)

BoardWMWilliam Metz(Executive Officer, Director)

Co-investorsAPAPA Venture PartnersGEGeek VenturesSCScOp Venture Capital

Helios operates an AI platform that forecasts prices and supply availability for 50+ agricultural soft commodities by aggregating climate and economic data, including a co-pilot tool (Helios Horizon) and commodity-tracking platform (CommodiTrack).

AgTechAI & Machine LearningClimate TechFoodTechArlington, US

FMFrancisco Martin-Rayo(Co-Founder & CEO)inECEden Canlilar(Co-Founder & CTO)in

Co-investorsAMAmplifica CapitalSTStray Dog Capital

Helios builds an AI-native policy intelligence platform for high-stakes policy, legal, regulatory, and legislative teams, and offers specialist-led consultancy across public sector readiness, government contracting, and political intelligence.

AI & Machine LearningGovTechLegalTechSaaSNew York City, US

BSBrandon Smith(Founder)in

Co-investorsALAlumni VenturesUNUnusual VenturesCOCollide CapitalEQEquity AllianceSTStray Dog Capital

Helios develops technology to extract oxygen from lunar regolith through molten regolith electrolysis, producing rocket fuel oxidizer for space missions.

Advanced ManufacturingCleantechClimate TechDeep TechEnergyNew MaterialsSpace Tech

Co-investorsATAt One VenturesMEMetaplanetCOCollide CapitalEQEquity AllianceSTStray Dog Capital

Hyfé operates a refining process that extracts specialty ingredients and chemical building blocks from food processing waste, recovering compounds like glucose from biomass.

Circular EconomyFoodTechNew Materials

Co-investorsBLBlue Horizon Corporation

Lasso helps farmers and ranchers identify and apply for agricultural funding from federal, state, and private sources, including grants for equipment, conservation, and disaster recovery.

AgTechFintech

Kadeya operates a closed-loop beverage system that autonomously bottles filtered water and flavored, sparkling, or branded drinks on demand at vending stations, then collects the reusable glass and stainless steel bottles for cleaning and reuse.

Circular EconomyCleantechClimate TechFoodTechHardwareWellness & FitnessChicago, US

MZManuela ZoninseininARAli Rose van OverbekeinAndrew Dunn(Director)

BoardZachary Smith(Director)

Co-investorsCHChicago Early Growth Ventures (CEGV)CLClocktower VenturesDIDipalo VenturesEVEvergreen Climate InnovationsGRGROOVE CAPITALHUHumans Of The Internet+6 more

Michroma uses industrial biotechnology and fermentation to produce natural food colorants, offering an alternative to petrochemical-derived synthesis, plant extraction, and animal-based ingredients.

BiotechDeep TechFoodTechNew Materials

RCRicky Cassini(Founder)inMauricio Braia(Founder)inRicky Cassini Mauricio Braia(Founder)

Co-investorsBOBoro CapitalGRGRIDXPOPortfoliaSISiddhi CapitalSOSOSVSUSur Ventures+4 more

Bitly provides a unified platform for URL shortening, QR code generation, and landing page creation with advanced analytics and tracking capabilities.

FintechMarketing TechSaaSBrooklyn, US

Co-investorsASASEBATAt One VenturesAUAUGE-UCRBEBerkley Center for EntrepreneurshipBEBethnal Green VenturesBIBioHealth Innovation, Inc.+21 more

Partake Foods makes allergy-friendly cookies and snacks designed for people with dietary restrictions including common allergens like peanuts, tree nuts, and shellfish.

Direct to ConsumerFoodTechNew York, US

DWDenise Woodard(Founder)

Co-investors3737 AngelsBABackstage CapitalCLCleveland AvenueFOFourward VenturesGOGold House VenturesPOPortfolia+10 more

A design consultancy that creates Webflow templates and design systems for brands seeking timeless, structurally-sound digital presence.

CleantechDeveloper ToolsHardwareLogistics & Supply ChainBrussels, BE

Co-investorsFUFulcrum Global Capital

People Science runs real-world clinical research for the health and wellness industry, offering a decentralized clinical trial platform (Chloe Clinical) and a real-world data collection tool (Chloe LiveLab) alongside clinical research services.

Digital HealthHealthtechWellness & Fitness

NCNoah Craft(Founder)in

Co-investorsACAcre Venture PartnersFTFTW VenturesLILifeforce CapitalNONoeticBLBluestein Ventures

Prado is a platform that lets food operators sell prepared meals as medical nutrition therapy, with healthcare providers prescribing weekly meal plans and patients paying via HSA/FSA accounts through a HIPAA- and IRS-compliant checkout.

Digital HealthFoodTechSaaSWest Palm Beach, US

BoardMichael James Delmar(Director)John W.S. Preston(Director)Jeffrey W. Preston(Director)Robert S. Green(Director)

Co-investorsALAlumni VenturesBOBonfire VenturesDRDragonXJAJanuary VenturesJFJFFLabs, INC.MEMetamatic Group+2 more

Rebellyous develops plant-based chicken nuggets and proprietary manufacturing systems designed to enable efficient, clean food production with improved working conditions.

Advanced ManufacturingClimate TechFoodTechHealthtechImpact & Social GoodSeattle, US

CLChristie Lagally(CEO)inJTJonathan Tang(Investor)in

Co-investorsAGAgronomicsBLBlue Horizon CorporationCLClear Current CapitalE8E8 AngelsFIFifty YearsG G Ventures+22 more

Robigo develops engineered microbial crop protection products for growers, including a biological solution targeting Sudden Death Syndrome in soybean.

AgTechBiotechFoodTech

AWAndee Wallace, PhD(Founder)in

Co-investorsCOCongruent VenturesENEndeavor8FIFirst Star VenturesGOGood Growth CapitalSVSVG Ventures | THRIVETHThe E14 Fund+4 more

SupplyPay builds a collaborative platform for cross-border trade that combines supply chain coordination and financing tools for independent producers and small operators.

B2B MarketplacesFintechLogistics & Supply ChainSaaSAustin, US

Jorge

Tendrel is a manufacturing operations platform that connects existing plant systems (MES, CMMS, historians, quality systems) and uses AI to answer operational questions and flag production issues before they cost the business.

Advanced ManufacturingAI & Machine LearningData & InfrastructureSammamish, US

Esteban Reyes(Director)Karsten Kell(Executive Officer)Mark Keller(Executive Officer, Director)

BoardANAkash Nandi(Executive Officer, Director)

Co-investorsBRBread And Butter Ventures, LlcMOMoment Ventures, LlcCHChingona Ventures

Upcycled Food is an educational and advocacy organization that promotes and defines upcycled food — products made from surplus ingredients that would otherwise enter waste streams, serving consumers and food producers.

Circular EconomyClimate TechFoodTechImpact & Social Good

AOAmanda Oenbringin

Verve Market is a grocery shopping and delivery service that filters products from local stores to match a shopper's diets, allergies, and ingredient restrictions (e.g. gluten-free, vegan, keto, low FODMAP).

ConsumerFoodTechMarketplacesSan Francisco, US

Jason Kim(Founder)in

Co-investorsHIHi VenturesALALLVP