Mike outlines how a systems engineering background working on maritime tugboats eventually led to building up the supply chain investment thesis at BVP, how the firm defined its “Roadmap to Supply Chain Software” research to overlap and compliment categories BVP already had deep expertise (enterprise software, vertical SaaS, digital infrastructure, etc.), how over a decade of Vertical SaaS lessons learned can apply directly into scaling go-to-market for supply chain software, and finally a “What’s Hot and What’s Hype” outlook on trends he is keeping an eye on.