Caffeinated Capital
Venture capitalActively deployingSan Francisco · Seed–Late Stage · 4 people tracked
Also known as Caffeinated Capital Collective · Caffeinated Capital Entrepreneurs · CAFFEINATED CAPITAL MANAGEMENT, LLC · Caffeinated Capital Scout · Caffeinated Capital Seed
Deal analyses
- Airtable × Bending Spoons: who got the money home →
An estimated liquidation waterfall: the late-stage pref stack took $1.29bn at ~1x, founders took ~$190m, and seed money made ~42x.
Investment thesis
Caffeinated Capital positions itself as a lifetime partner to founders pursuing their life's work, offering an alternative to short-term hype cycles by enabling long-term thinking. The firm backs founders building category-defining companies across all sectors that are meant to endure for generations, and prizes aggressive optimism about the future. It commits to taking genuine early-stage risk alongside entrepreneurs, investing time, effort, and capital, and typically leads or co-leads seed and Series A rounds while continuing to support companies through later stages (Series B through IPO).
Source: firm website, verified Aug 3, 2026.
Team · 4 people
from the firm's website
What they invest in
from 30 of 44 portfolio companiesAI & Machine Learning ×13SaaS ×11Enterprise Software ×9Fintech ×4Advanced Manufacturing ×3Defense Tech ×3Developer Tools ×3Hardware ×3
HQs:United States×21France×1South Korea×1Mexico×1
Investments · 44 tracked
founders shown can be your intro pathSenra Systems manufactures aerospace wire harnesses using advanced automation and proprietary software for rapid production.
Advanced ManufacturingHardwareRedondo Beach, US
Jordan Black(Founder)Benjamin Shanahan(Founder)
San Francisco, US
Adam Breckler(Head of Product)Naama Stauber Breckler(Executive Officer, Director)Raymond Tonsing(Director)
Board seatRaymond Tonsing· per SEC Form D · $13.4M raise · filed Jun 2021
London, US
James Fitzgerald(Director)Leila Zegna(Director)Peter Johnston(Executive Officer, Director)
Board seatRaymond Tonsing· per SEC Form D · $27.8M raise · filed Oct 2021
Palos Hills, US
Nasrin Thierer(Director)Ryan Jonker(Director)Ronny Sage(Executive Officer, Director)Philip Kaufield(Executive Officer, Director)
Board seatRaymond Tonsing· per SEC Form D · $8.5M raise · filed Jun 2022
Onebrief develops software designed for military and defense organizations, enabling real-time collaboration and knowledge access for command and operational teams.
AI & Machine LearningDefense TechEnterprise SoftwareGovTechSaaSHonolulu, US
Grant Demaree(Founder)inRafa Pereira(Founder)inAdam Lackey(Executive Officer)
BoardPaul Kwan(Director)Lewis Craparotta(Director)
Board seatRaymond Tonsing· per SEC Form D
Saronic builds autonomous surface vessels — including the 180-foot, long-range Marauder — along with Echelon, a command-and-control software layer for planning, simulating and operating single vessels or fleets.
AI & Machine LearningDefense TechHardwareRoboticsAustin, US
Dino Mavrookas(Co-Founder and CEO)inRob Lehman(Co-Founder and Chief Commercial Officer)inVibhav Altekar(Co-Founder and CTO)inDoug Lambert(Co-Founder and COO)inPatrick DePriest(Chief Financial Officer)Soo Cho(Chief People Officer)
Board seatRaymond Tonsing· per SEC Form D
Powering the next fifty years of aerospace excellence.
Airtable is a San Francisco-based no-code platform that lets teams build apps and workflows on a flexible database.
AI & Machine LearningCloud ComputingEnterprise SoftwareSaaS
Howie Liu(Co-founder and CEO)Andrew Ofstad(Co-founder)Emmett Nicholas(Co-founder)
Amca expands production capacity and competition for critical aerospace and defense components by addressing fragmented, single-source supply chains.
Advanced ManufacturingDeep TechDefense Tech
Working to make energy abundant from Earth to the asteroid belt.
EnergyRedondo Beach, US
Julia DeWahl(Executive Officer, Director, Promoter)Jordan Bramble(Executive Officer, Director, Promoter)Alexander Hartz(Director)Alana Palmedo(Director)
BoardJack Altman(Director)
Array provides productivity measurement and optimization software for frontline operations, helping companies track labor outcomes rather than hours worked across industries including construction, manufacturing, healthcare, retail, and food service.
AI & Machine LearningEnterprise SoftwareHR TechSaaS<UNKNOWN>, US
BlueLabs produces water purification filters and eco-friendly water treatment materials from recycled oyster shells, addressing water contamination and circular economy challenges.
Circular EconomyCleantechClimate TechImpact & Social GoodWellness & FitnessSeocho, KR
정상호 (Sang-ho Jung)
Bobyard is an AI-powered infrastructure platform that automates takeoff and estimating for construction trades by analyzing drawings and extracting quantities, enabling contractors to generate bids significantly faster.
AI & Machine LearningConstruction TechCupertino, US
Michael Ding(Executive Officer, Director, Promoter)
BoardJoe Lonsdale(Director)Jason Shuman(Director)
Chima builds AI and data-driven solutions for marketing and business performance, founded by award-winning researchers with expertise in AI technology.
AI & Machine LearningDeveloper ToolsEnterprise SoftwareMarketing TechSaaSSan Francisco, US
Nikhara Nirghin(Founder)inKiara Nirghin(Cofounder)
CloudTrucks provides a platform that connects independent truck owner-operators to a network of carriers for freight shipping, handling compliance and cash flow management.
Logistics & Supply ChainSaaS
Tobenna Arodiogbu(Founder & CEO)Jin Shieh(Founder)George Ezenna(Founder)
Diode Computers designs and manufactures custom circuit boards using AI-powered tools, offering services from initial design through volume production for electronics manufacturers.
AI & Machine LearningDeveloper ToolsEnterprise SoftwareHardwareNew York City, US
Davide Asnaghi(Founder)inLenny Khazan(Founder)inLeo Khazan(Executive Officer, Director)
Divvy Homes offers a rent-to-own platform that allows prospective homebuyers to build equity while renting, with the option to purchase the property later.
FintechPropTech
Alex Klarfeld(Cofounder)
Federato is an AI-native platform designed for property and casualty insurance underwriting that automates submission triage, quote generation, and portfolio management across the full policy lifecycle.
AI & Machine LearningInsurTech
Dominic Grimaldi(Business Solutions Lead)Guru Vasudeva(SVP & CIO)Adriana Cisneros(Head of Underwriting)
Deploying enterprise world models.
Known Medicine develops a predictive engine using AI and patient datasets to identify optimal cancer treatments for individual patients.
AI & Machine LearningBiotechHealthtechMedical DevicesSalt Lake City, US
Andrea Mazzocchi(Co-founder, PhD)Katie-Rose Skelly(Co-founder, MS)
An AI-powered design platform that enables users to create custom stickers, merchandise, posters, and other products by describing their ideas, which the AI then generates with professional typography and layouts.
AI & Machine LearningConsumerCreator EconomySan Francisco, US
Suhail Doshi(Founder)in
Prenuvo operates whole-body MRI scanning clinics for early detection of cancer and diseases, offering fast, safe, non-invasive screening.
Digital HealthHealthtechMedical DevicesWellness & FitnessLos Angeles, US
Andrew Lacy(CEO)Raj Attariwala(Founding Radiologist and Biomedical Engineer)
BoardSundeep Peechu(Director)O'Malley Brian(Director)
ShoppingGives provides a social impact platform that enables businesses to integrate charitable giving into their commerce operations, allowing customers to donate at point of purchase or through customizable giving campaigns.
E-commerceImpact & Social GoodSaaS
Tachyus provides AI-enabled operational optimization and GHG emissions management platforms for oil and gas operators and other energy-intensive industries.
AI & Machine LearningCleantechEnergySan Mateo, US
Francisco LePort(Executive Officer, Director)Dakin Sloss(Executive Officer, Director)Paul Orland(Executive Officer)
BoardScott Nolan(Director)
Triplebyte operates a marketplace connecting software engineers with growing technology companies, using assessments to match candidates with employers seeking technical talent.
Enterprise SoftwareHR TechSaaSSan Francisco, US
Ammon Bartram(Founder/CEO)in
A microgravity-enabled life sciences company.
Virta offers a personalized nutrition program combined with expert clinical support and technology to help people reverse type 2 diabetes, prediabetes, and obesity and achieve sustainable weight loss.
Digital HealthHealthtechWellness & Fitness
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.
Frequently asked questions
- What stage does Caffeinated Capital invest at?
- Caffeinated Capital invests at the Seed, Series A, Series B, Series C, Growth, Late Stage stages.
- What is Caffeinated Capital's typical check size?
- Caffeinated Capital typically writes checks of $3M – $50M.
- What sectors does Caffeinated Capital focus on?
- Caffeinated Capital focuses on Sector Agnostic.
- Where is Caffeinated Capital located?
- Caffeinated Capital is headquartered in San Francisco, US.
- Does Caffeinated Capital lead rounds?
- Yes, Caffeinated Capital leads investment rounds.
Images
Co-investors · 161
Andreessen Horowitz's Strategic Partnerships page describes collaborations that connect its portfolio companies with established institutions to help scale and deploy their technology.
Founders Fund is a venture capital firm that invests in companies building transformative technologies across defense, space, data analytics, and other frontier sectors.
General Catalyst is a venture capital and investment firm that backs founders across industries, with a strong focus on AI-driven transformation, fintech, healthcare, and other sectors.
SciFi VC is an early-stage generalist venture fund founded by Max and Nellie Levchin that backs founders tackling hard problems requiring curiosity, intellectual depth, and often science.
Khosla Ventures is a venture capital firm known for backing bold, contrarian bets in world-class teams that can reshape entire industries.
Kleiner Perkins is a venture capital firm that backs founders across technology and life sciences, with a portfolio of companies from early stage through growth.
Paradigm is a frontier technology investment firm that builds and invests in early-stage companies across crypto, AI, robotics, and other emerging technology areas.
Pear VC is an early-stage venture firm specializing in pre-seed and seed investments, run by former founders and operators who provide recruiting, sales coaching, and fundraising support to portfolio companies.
Craft Ventures is a venture capital firm founded and run by former founders, operators, and investors who provide startups with hands-on support, senior talent access, and proven scaling playbooks.
Bessemer Venture Partners is a venture capital firm that partners with entrepreneurs from early stages through every stage of growth, publishing investment roadmaps across multiple technology sectors.
Techstars is a startup accelerator and early-stage investor that funds ambitious founders and provides capital, mentorship, and access to a global network of investors, operators, and corporate partners.
Notable Capital is an early-stage venture firm that partners closely with founders, providing hands-on operational support through a platform team of experienced operators across hiring, sales, leadership development, storytelling, and engineering.
▶149 more co-investors
SV AngelBoxGroupCoatue ManagementSound VenturesSlow VenturesLux CapitalEmergence Capital PartnersCota Capital8VCGreenoaks137 VenturesShine CapitalFriends & Family CapitalAccelIndex VenturesAlumni VenturesFounder CollectiveBenchmarkFelicis VenturesFirst Round CapitalMenlo VenturesDCVC (Data Collective)Spark CapitalCRV (Charles River Ventures)DST GlobalStreamlined VenturesBling CapitalHardware ClubFreestyle CapitalAmplify PartnersResolute VenturesElectric CapitalAbstractThrive CapitalBase10 PartnersHomebrewSaga VenturesInspired CapitalBlackbird VenturesCrunchFundGraph VenturesParade VenturesPrime Movers LabCubit CapitalSequoia CapitalGV (Google Ventures)Lightspeed Venture PartnersUncork CapitalBain Capital VenturesUberKrakenTrue VenturesNorwest Venture PartnersUnion Square Ventures (USV)Great Oaks Venture CapitalEniac VenturesQuiet CapitalSusa VenturesGoat CapitalACME CapitalOffline VenturesMayfield FundGreycroftAME Cloud VenturesUpHonest CapitalHeadlineLookout VenturesStellar CapitalAfore CapitalSoftBank Vision FundInovia CapitalStride VCSouth Park CommonsPractical Venture CapitalIA VenturesSierra VenturesQED InvestorsBuckley Ventures Management Company LlcLowercase CapitalLerer HippeauRidge VenturesSocial LeverageQueensBridge Venture PartnersNexus Venture PartnersKortschak Investments L.P.Two Sigma VenturesBlockchain CapitalThreshold VenturesMatrixSocial StartsCyberstartsAngelPadBetaworks Ventures Management, LlcCausalGeneral AtlanticOperator CollectiveOutlander VCWorklife VenturesRenegade PartnersDreamers VCLOI VentureMoxxie Ventures8-Bit CapitalAugust CapitalComcast VenturesICONIQ CapitalWebb Investment NetworkLakestarTransmedia CapitalAcequia CapitalSpider CapitalUpside PartnershipBrand Foundry VenturesFormation GroupK9 VenturesCollaborative Fund (Collab Fund)Yes VCPresence CapitalConstruct CapitalSLVCMorado Venture PartnersCanarySolana VenturesNext Coast VenturesXfundAngular VenturesRace CapitalVisionaire VenturesCyfrinAI FundFlexcap VenturesPage One VenturesZintinusFirst Star VenturesCompoundCSC Venture CapitalGlencrest GroupArbor VenturesAudaciousColle Capital PartnersIDG CapitalNewMont Venturesalpha4 venturesALLVP1517at.inc/Altai VenturesM34 CapitalSecret Chord Ventures
Firms observed investing alongside Caffeinated Capital, from public investor directories. Shared companies are the overlap with Caffeinated Capital's recorded portfolio.
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