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The Venture Codex

Schematic Ventures

133 Kearny Street #401, San Francisco, CA, 94108, United States

Overview

Early-stage venture capital fund focused on investments in technology companies within the supply chain, manufacturing and digital industrial sectors

Total investments
28
Lead investments
5
Investments · 12mo
2
Active investors
4

Sector focus

  • Chemical Engineering
  • Electric Vehicle
  • Electronic Design Automation (EDA)
  • Electronics
  • Logistics
  • Manufacturing
  • Simulation
  • Supply Chain Management
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Investment portfolio

  • Harbinger

    Participated · Series C · Nov 2025

    Founded in 2022 by former Canoo and QuantumScape employees, Los Angeles-based Harbinger focuses exclusively on producing electric medium-duty commercial truck chassis. The streamlined product strategy has enabled the startup to move from inception to production in just three years, with manufacturing beginning this year. Harbinger has already sold more than 200 chassis in 2024 and secured an additional order for 53 units from FedEx that are slated for delivery by year-end. The company also collaborates with RV giant THOR Industries and recently expanded into the Canadian market. Capital from recent fundraises will be used to scale production capacity for its commercial vehicle program. With logistics firms seeking zero-emission solutions, Harbinger positions itself as a leader in the medium-duty segment. Prior to its latest round, the company raised a $100 million Series B in January, underscoring strong investor confidence in its growth trajectory.

  • Guepard

    Led · Seed · Sep 2025

    Guepard offers a cloud-native data management platform that brings Git-style version control to large-scale enterprise data. Its core features include instant branching, snapshots, and time-travel capabilities, allowing teams to copy a terabyte of data in five seconds instead of the traditional ten hours. The company has also introduced a Model Context Protocol (MCP) that lets AI agents work on isolated, fully auditable data copies and safely roll back changes, addressing a key barrier to enterprise AI adoption. The platform is delivered as a self-service product, giving every new user a free AWS-backed server to test and host data. Fueled by its recent funding, Guepard plans to deploy across 25–30 enterprise customers in the U.S. and Europe within the next 12–18 months. The $2.1 million pre-seed round is expected to fund two to three years of growth, during which many of the round’s operator-investors will advise on product roadmap and customer introductions. Headquartered in San Francisco with operations in Europe and the Middle East, Guepard aims to establish product-market fit for the “age of AI agents.”

  • Vector

    Led · Seed · Aug 2025

    CVector builds a time-series AI platform that fuses ultra-high-fidelity asset data with dynamic external signals such as energy prices, weather, and market conditions to enable real-time optimization and adaptive intelligence for industrial operators. Its platform is purpose-built to plug in AI agents, run hybrid physics-informed models, and deploy self-healing troubleshooting and automated action at the edge. The company is already in use across energy, chemicals, and advanced manufacturing, powering insights from R&D labs to brownfield assets. CVector was founded in November 2024 by engineers and researchers from Shell and CERN and is headquartered in Providence, RI, with offices in New York and Frankfurt. It achieved ISO 27001 certification in June 2025 and is pursuing SOC 2 Type II, underscoring its enterprise security posture. The company raised $1.5 million in a pre-seed round led by Schematic Ventures; proceeds will be used for team expansion, product development, and scaling deployments. Vector is a logistics workflow platform that enables shippers, carriers, and retailers to streamline operations by digitizing paperwork, automating gate processes, and enabling real-time yard orchestration. The company offers electronic bill of lading, driver check-in, and yard automation to provide faster throughput, fraud prevention, and real-time visibility during transfers of custody. Some of its customers include FedEx, US Cold, Conagra, Coca-Cola, 7-11, and PG&E. Vector announced a strategic growth investment from BVP Forge to accelerate future growth and scale its platform. The financing will be used to grow sales, implementation, and engineering teams and increase capabilities for new and existing customers. BVP Forge will bring its BVP ForgeEdge business-building program and provide access to Bessemer Venture Partners' growth IP, talent network, and roadmap insights to help maximize customer impact.

  • CVector Energy

    Led · Seed · Jul 2025

    New York–based CVector Energy builds an AI software layer that sits between plant operations and bottom-line economics, continuously analyzing data to flag equipment issues, optimize energy use, and link actions such as opening a valve to their exact financial impact. The platform is already deployed with customers ranging from ATEK Metal Technologies’ aluminum casting facility in Iowa to San Francisco ammonia-production startup Ammobia, as well as public utilities, advanced manufacturing sites, and chemical producers. Founders Richard Zhang and Tyler Ruggles describe the offering as "operational economics," giving operators a clear, dollar-based view of every decision in complex facilities. Since its pre-seed round last July, CVector has grown to 12 employees and opened its first office in Manhattan’s financial district, increasingly recruiting data talent from hedge funds and fintech. The team reports that wider industry comfort with AI and strong demand for cost-control tools are accelerating adoption. The newly secured seed capital will fund further product development and expansion into additional heavy-industry verticals. Prior to the seed raise, the company had completed an undisclosed pre-seed round; no revenue or user counts were disclosed in the article.

  • P-1 AI

    Participated · Seed · Apr 2025

    P-1 AI develops Archie, an agentic AI engineer designed to perform mechanical, electrical, thermal, fluids, and systems engineering tasks. Archie is described as operating at the level of a junior mechanical and electrical engineer, able to use complex engineering tools and complete end-to-end engineering workflows. The company has established design partnerships with leading OEMs in data center cooling and critical power systems and has showcased Archie’s capability at COMPUTEX 2026, including support for an NVIDIA DSX data center reference design. P-1 AI plans to begin design partnerships in automotive and aerospace & defense later this year and has introduced a private preview of a lightweight Archie Solo for individual use. The firm aims to grow its team and significantly increase training compute to support custom models and deployments, and states an ultimate ambition to build engineering artificial superintelligence (ASI). P-1 AI is hiring in the SF Bay Area and for forward-deployed engineering roles nationwide.

Team