Surprises and Opportunities in Supply Chain Investing: Zach Fredericks of Primary Venture Partners

During this episode, Santosh is joined by Zach Fredericks, Principal at Primary Venture Partners, an early-stage VC firm that focuses on B2B SaaS, fintech, health, devtools, built world, and supply chain. In this conversation, Santosh and Zach discuss Zach’s unexpected entry into supply chain and venture capital, detailing his experiences at Loadsmart and BlackRock. The discussion highlights the pandemic's impact on supply chains, emphasizing the need for resilience and adaptable solutions. Zach underscores the importance of decision intelligence and data interoperability, predicting a shift from EDI to APIs. He also discusses investment trends, advocating for near-shoring and expressing optimism about the trucking industry's future. The episode offers valuable insights into supply chain innovation and investment opportunities and so much more!

Highlights from their conversation include:
Overview of Primary Ventures (1:17)
Zach's Background in Supply Chain (2:42)
Macro Thesis from Pandemic Insights (4:46)
Surprises in Software Adoption (6:55)
Opportunities for Entrepreneurs (9:03)
Decision Intelligence Importance (12:07)
AI's Role in Supply Chain (14:48)
Investment in Lyriq (19:01)
Advice for Founders in Supply Chain (22:20)
Investment Strategies in Supply Chain (23:48)
Business Model Viability (25:01)
This or That Segment: (26:27)
Final Thoughts and Takeaways (27:05)

Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.

Find out more at: https://www.dynamo.vc/