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Trade intelligence & AI
Models and products that turn customs, shipping and company data into decisions: sourcing, pricing, compliance, risk and demand forecasting.
Examples
- Agentic sourcing
- Trade compliance copilots
- Counterparty risk
Approach
Our thesis is narrow on purpose. We back companies in global trade where access to BTD's data and customers gives a founder an unfair advantage.
Focus areas
01
Models and products that turn customs, shipping and company data into decisions: sourcing, pricing, compliance, risk and demand forecasting.
Examples
02
Payments, FX, trade finance and credit rails for SMEs that sell across borders and are under-served by banks.
Examples
03
Software and asset-light networks that make freight, customs and fulfilment visible, bookable and reliable.
Examples
04
Go-to-market, CRM, marketing and operations tools built for the way manufacturers and traders actually sell overseas.
Examples
How we help
Portfolio companies get structured access to BTD's global trade database: 230+ markets, 80 million trading companies, and two decades of customs, bill and statistical records.
BTD serves exporters, importers, logistics firms, banks and research institutions. We open those customer relationships to the companies we back.
Our team has built and shipped seven generations of the BTD platform. We know what it takes to sell data and software to trading businesses in China and abroad.
We invest from the group's balance sheet. No fund clock, no forced exits: we can hold through cycles and follow on when it matters.
Process
01
Send a deck or a few paragraphs through the contact form. A partner reads every submission and replies within ten business days.
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A 45-minute call about the problem, the team and why now. We share our honest read on the market, whether or not we go further.
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We test the thesis against BTD's trade data and talk to customers in our network. Typically two to four weeks.
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Clear, founder-friendly terms. After closing, we plug you into data access, customer introductions and the group's operating team.