Supply Change Capital | Activity | F4Supply Change Capital Activity
Every public signal F4 has attached to this firm, with sources and cross-entity links.
Essay
Essay on what 500+ platform professionals taught the firm about AI, specificity, and the real value of VC portfolio support.
The Future of VC Platform Is More Human, Not Less
Promoted Rachel Stinebaugh from Senior Associate to Principal, the firm's first internal promotion.
Rachel Stinebaugh promoted to Principal
Investment
Led Peltier Technology's seed round for its solid-state modular cold chain platform.
Peltier Technology
Essay
Essay on the rise of the informed food consumer and its implications for the food system.
The Informed Consumer Has Arrived
News
Named to the 2026 Blueprint Capital Advisors Power 100 Asset Managers list.
2026 Blueprint Capital Advisors Power 100 Asset Managers
3 essays· DEC 2025 – MAR 2026Show all
Essay
Essay on whether the mainstreaming of the healthy-food debate actually leads anywhere.
From the Margins to the Mainstream
Essay
Published the firm's contrarian predictions and hot takes for food tech in 2026.
2026 Hot Takes
Essay
Essay distinguishing scalable AI innovation from hype across the food value chain.
AI in the Food Value Chain: Separating Scalable Innovation from Hype
5 investments· JAN 2025 – MAY 2025Show all
Investment
Led Loamy Technologies' seed investment in AI-powered ERP for perishable food supply chain.
Loamy Technologies
Investment
Led People Science's seed investment in clinical research platform for health outcomes.
People Science
Investment
Led Cargologik's seed investment in supply chain visibility and logistics platform.
Cargologik
Investment
Led Supply Pay's seed investment in AI-powered cross-border trade finance for fresh produce.
Supply Pay
Investment
Led Alveo Technologies' seed investment in food safety and molecular diagnostics platform.
Alveo