Thesis: At ScOp VC we believe that technology eventually has a role to play in every industry. We invested in Voyager because they have built a strong technological solution to critical business pain points in the bulk shipping industry. Voyager’s technology pushes users higher up the value chain by managing complex workflows. When we saw Voyager empowering users to streamline information on one platform instead of through disparate, analog channels like email, spreadsheets and sticky notes, our team knew there was a big opportunity here.
Scalability: Voyager can reach a powerful share of the total addressable market with its market-proven solution and world-class technical team. In looking at the market’s recent dynamics, we have a high degree of conviction that the secular trends around shipping and the broader economy will only serve as tailwinds pushing Voyager’s solution into more companies. Living a few hours drive from the port of Los Angeles is a constant reminder that the complexities of maritime transportation are a burden on commerce. Technology becomes a crucial piece of leverage for companies to alleviate this burden - and we have seen multiple use cases from Voyager’s customers confirming just that.
Team: The Voyager team is marked by deep industry expertise and an excellent technology background. Matthew’s passion to serve this industry came to the forefront early on in our conversations and has been reflected in the subsequent team members we have had the privilege to meet. We look forward to our partnership with the excellent team at Voyager.