PowerPoint Presentation

Executive Summary. Digital Industrial Tech focused early-stage VC fund with a strong investment track record and expertise in supply chain, manufacturing, commerce infrastructure & digital industrial sectors..

[Audio] Stellar team with solid industry experience Julian Counihan General Partner Ananya Vasagiri Investor Aditya Ragupathy Investor Alex Freed Partner Background: - RedSea Ventures (Invested in H/W and Supply Chain sectors) - Citi - TMT IB - Fortna – Software Education: MBA, MIT Sloan BSC (Eng.), UVA Background: - Google (Product in E-Commerce, Growth & International Expansion) Education: MBA, CBS BA (Econ), NYU Background: - EVCA (Supply Chain) - Deloitte Catalyst (Innovation Hub 4.0) - Deloitte (smart factory applications) Education: BS (Industrial Eng.), Georgia Tech Background: - Adams Street Partners - Golman Sachs - IB - Vistria Group - PE Education: BA (Econ, Psychology), University of Chicago.

[Audio] Journey 24 Investments 100% of Fund 1 Portfolio have raised follow-on capital Co-investors: 30+ First Exit: Root AI Fund 1: $20M Time Period: 2017-2020 Portfolio: 18 startups Fund 2: $60M Time Period: 2021-Present Portfolio: 6 Flock Freight (Unicorn) Website shows 24 total investments; CB shows 50; growth?? Valuation at investment, current valuation, capital paid?? Industry ties: Sourcing – deep n/w – partners experiences, advisors Founders of bigger portfolio companies -> feeder companies Founder relationship - support provided above and beyond industry Most funds are deep tech – this is asubsegment – ours is a flagship industrial fund in the ecosystem..

[Audio] Portfolio Economy macros – digitize, efficiency (GDP Growth) stagnate Ecommerce enablement, supply chain 100% Comparison with other funds Sector macros.

[Audio] Conviction in our focused areas of investment Alignment with Macro-Trends : Digitization and Automation: The fund's focus on e-commerce and supply chain sectors aligns with the increasing adoption of Industry 5.0, IoT, and blockchain technologies, driving digitization and automation in manufacturing processes and supply chains. Shifts in Global Value Chains: The fund's strategy is well-positioned to capitalize on the reorganization of supply chains due to changing global dynamics, such as rising labor costs, cost mitigation strategies, and evolving geostrategic objectives. Higher Interest Rates and Inflation: Our focus on e-commerce and supply chain sectors is in line with the economic environment created by the COVID-19 pandemic, characterized by supply limitations, rising national debt, and higher interest rates. Industry-wide AI adoption: Increased focus on logistics and tech-enabled services with recent trends in Gen-AI (Vertical LLMs, automation)..

[Audio] Driving Edge: Deep network, Industry ties & Sector expertise Guiding Market Research Executives & Advisors Predictions from the Pros Guidebook to navigating the unpredictable supply chain industry, offering insights from top executives, entrepreneurs, & operators touching every aspect of supply chain Insights from Experts in the industry help Schematic stay informed about trends, latest innovations & opportunities Focused sector deep dives & industry analysis drives promising investments.

[Audio] Adding Value to Portfolio Companies Fund-Raising Operational Support Networking Opportunities Product Development Strategic Guidance on tech adoption/ roadmaps aligned with market trends Industry Insights Improving Product Market Fit through customer feedback Validation Support Relations with Strategics Talent Acquisition Guide organizational structure Operational Excellence Support efficiency enhancements for scalability Customer Discovery & Sales Networking Power: Industry Introductions Investor Relations Investor introductions Board Advisors/ Experts Portfolio Collaboration: Community Building: Foster collaboration among portfolio companies. Create an ecosystem for shared learning. Follow-on Round Support Pitch deck refining Financials valuation Finding the right partners Co-Investors Brand recognition Strategic support with exits/ acquisitions Product Development: Strategic Guidance: Provide strategic input on product development, aligning it with market needs and trends. Offer insights into emerging technologies and industry best practices. Industry Expertise: Leverage the experience and knowledge of partners to guide product roadmaps. Facilitate connections with industry experts for specialized advice. Market Research: Support in-depth market research to identify gaps and opportunities. Assist in understanding competitive landscapes and positioning products effectively..

[Audio] Investment Strategy & Differentiation Sector Focused Research focused: Go deep into particular areas/ topics Share POVs: Market Analysis, Trends, Industry Insights and Predictions, Best Practices Stage of investment: The fund typically invests in companies at the pre-seed to Series A stage. Go earlier and faster into the market: The fund aims to confirm product market fit even before the product has been launched, to ensure there is a need for this product in the market Value creation: Schematic Ventures actively supports its portfolio companies by providing strategic advice, making introductions, and fostering synergies between them..