Introducing our new fund: TMV Logistics

We're delighted to announce the launch of TMV Logistics, a $200M venture fund dedicated to maritime and logistics innovation.

We're at the very beginning of a multi-decade rebuild across maritime and industrial infrastructure. Geopolitical disruption is redrawing trade routes. Energy costs are volatile. Ports are under pressure. Intermodal networks are overdue for a rethink. Federal investment in U.S. shipbuilding alone has grown from $33B in 2024 to $47B this year, with a proposed $65.8B for 2027. And there’s a broader global trend underway by leading maritime nations committing capital to modernize yards, expand fleets, and strengthen supply chains.

All of this change and investment is creating a once-in-a-generation opening for founders to thoughtfully disrupt the most important sector underpinning global trade. So, TMV Logistics will back pre-seed through Series A companies working across five areas that we expect will define this transformation: Industrial-grade autonomy and operationally resilient systems; Operational AI for decision-making and orchestration; Verticalized robotics for real-world deployment; Energy transition and next-generation fuels; Maritime dual-use technologies.

We're proud to be building this alongside two exceptional strategic anchor partners: American Bureau of Shipping (ABS), the global leader in maritime classification and technical advisory services with over 160 years of industry expertise, and Prologis Ventures, the investment arm of the world's leading logistics real estate company. Together, they give our portfolio companies direct access to the people, infrastructure, and pilot opportunities that turn promising technology into industry standard.

This fund builds on everything we've learned since launching TMV in 2016: go-to-market expertise, hands-on partnership, and our belief that the best early-stage investing looks a lot like being a good operator. We're bringing all of that to one of the most consequential sectors in the global economy.Since our launch in 2016, we’ve been helping early-stage founders succeed with go-to-market expertise, hands-on partnership, and deep industry connections that open doors. TMV Logistics gives us the chance to do that for one of the most consequential sectors in the global economy.

You can read more about the fund in the WSJ here, the Financial Times here.

And, if you're building in maritime or logistics, we'd love to hear from you: team@tmv.vc