• TPM25
  • March 2-5, 2025 | Long Beach Convention Center

Julian Counihan

Schematic Ventures

General Partner

Schematic Ventures is an early-stage venture capital fund focused on technology that makes & moves the world. The fund is based in San Francisco and was founded by investors with backgrounds in supply chain, manufacturing and industrial technology in 2017. Schematic has portfolio companies touching every aspect of the industrial world: freight (ONRAMP, Platform Science, Flock Freight), electric vehicles (Harbinger Motors, ElectroTempo, Axle), delivery (Pandion, Airspace, FloorFound), warehousing (Outrider, Plus One, SVT), manufacturing (Fulcrum, Gig & Take, Reshape, Infinitform, RiteSize) and supply chain data (Altana, Enviate).

Julian Counihan started a career in technology as a software developer at Fortna where he worked on warehouse control & automation systems. After a period in technology investment banking, he began investing in industrial hardware and supply chain sectors at a venture capital fund in New York. Julian holds an MBA from MIT and a BsC in systems engineering from UVA.

Sessions With Julian Counihan

Monday, 4 March

  • 04:50pm - 05:20pm (PST) / 05/mar/2024 12:50 am - 05/mar/2024 01:20 am

    TPMTech: How Will the Correction in Startup Valuations Impact Industry Operations in 2024 and Beyond?

    Valuations of VC-backed software vendors, data providers, and digital intermediaries peaked during the pandemic, but have fallen markedly since mid-2022. While this trend is far from universal, on the whole companies that raised sizable funding rounds at nine- and 10-digit valuations are struggling under the weight of those valuations. It’s not that these companies aren’t providing a useful product or service, or that they don’t significant revenue. It’s that the exits needed to justify the amount of cash invested are hard to square with the current demand environment. But outside of some spicy LinkedIn conversations, all of that largely doesn’t impact users of those products. Or does it? This session will delve into whether valuations of fast-growing companies — most backed by venture capital — actually matter to the current and potential users of those products, i.e., logistics practitioners.