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May 11, 2021

FutureChain Podcast: Supply Chain and Procurement Growth Stage Investing

Originally posted
here

Jack Freeman, Principal at PeakSpan Capital, appeared on the FutureChain Podcast to discuss our [PeakSpan] Supply Chain and Procurement growth-stage investment strategy.”

Episode notes:

  • 6:37: The Peakspan Mission
  • 9:54: PeakSpan supply chain technology platforms
  • 13:46: Efficiency targets for investments
  • 17:29: Distinction in investments at 3-5M vs. 25M+
  • 18:27: Value of Zenefits, Netsuite and Oracle perspective
  • 21:01: Why supply chain?
  • 23:35: The cold chain
  • 28:03: Front of the house vs. back of the house software adoption
  • 29:10: Omnichannel
  • 29:40: Valuing cost-saving as much as revenue generation
  • 32:42: The importance of data
  • 34:50: Coupa spend management
  • 36:33: ERP market penetration
  • 38:49: Logistics value
  • 42:06: The importance of labor
  • 46:09: The thesis for XOi investment
  • 50:54: Trends to watch for in 2021