FoSC #90: Tracy Black of NewRoad Capital Partners

From executive to supply chain investor

On this week’s episode of The Future of Supply Chain, Santosh chats with Tracy Black, operating partner at NewRoad Capital Partners. Together they discuss exciting opportunities in the supply chain world and provide a VC perspective on the industry.

Highlights from their conversation include:

  • Tracy Black’s introduction into the supply chain and venture capital (1:21)
  • NewRoad’s VC strategy (5:21)
  • The questions that startups need to be asking (9:27)
  • Tracy’s experience at J.B. Hunt from growth to cloud and how that helps her as an investor (11:42)
  • Fleet management and platform science (16:18)
  • Technology driving margins up (20:48)
  • Digesting what’s going on in the supply chain today (22:39)

NewRoad is a growth equity firm currently investing out of a $176 million fund where 75% of investments go into logistics and supply chain. Find out more at

About The Future of Supply Chain:

During each episode of The Future of Supply Chain, we sit down with a different entrepreneur, investor, or industry veteran to discuss their story, views on the industry, and how we can collectively build the future of supply chain together.