Crucible Capital — Full Portfolio

Ornn AI builds compute price indices and a marketplace that treat GPU compute as a tradable, hedgeable commodity.

AI & Machine LearningB2B MarketplacesCloud ComputingData & InfrastructureFintechNew York City, US

Wayne Nelms(Founder)

BoardKBKush Bavaria(Founder)in

Co-investorsANAndreessen HorowitzLILink VenturesNONordstarVIVine VenturesA1a16z cryptoBOBoxGroup+2 more

Alchemy is an infrastructure-as-code tool that lets developers define their entire cloud setup as a TypeScript program, with commands to plan, deploy, and destroy resources across providers like Cloudflare and AWS.

Cloud ComputingDeveloper ToolsSaaS

Co-investorsADAdditionANAndreessen HorowitzCOCoatue ManagementCOCoinbase VenturesCOCommunitas Capital PartnersDFDFJ+5 more

Amps offers a developer platform for integrating energy devices and data sources through a unified REST API, typed SDKs, and webhooks, letting developers read real-time telemetry and issue control commands across devices and fleets.

Developer ToolsEnergyIoT

Aravolta provides branch circuit monitoring for data centers, tracking power consumption at sub-second accuracy to enable colocation operators to automate tenant billing, detect power overages, and generate usage-based invoices.

Data & InfrastructureEnterprise SoftwareIoTSan Francisco, US

MGMargarita Groisman(CEO)inJSJack Sutton(CTO)inPSPietro Sette(COO)in

Co-investorsBABanyan VenturesPIPioneerY Y CombinatorGRGreat Wave VenturesTOTopology Ventures

A compute marketplace platform that enables buyers and providers to discover listings, negotiate terms, and complete compute transactions through open-source infrastructure with no platform fees.

AI & Machine LearningB2B MarketplacesCloud ComputingCrypto & Web3Data & InfrastructureDeep Tech

LRLevi Rybalov(Founder)in

Co-investorsARARKN venturesNANazare Ventures

Brickroad provides infrastructure for sourcing, evaluating, and licensing data at scale.

AI & Machine LearningData & InfrastructureEnterprise SoftwareSaaS

Co-investorsKLKli Capital

Compute-Desk provides financial infrastructure for compute traders, including live compute pricing data, private deal tracking, workflow tools for reserved compute deals (bidding, RFQ, contracts, escrow), and settlement infrastructure for GPU capacity such as Hopper, Blackwell and AMD MI3XX.

AI & Machine LearningCloud ComputingFintech

Co-investorsBLBlue Wire Capital

Daylight builds a distributed energy network that allows homes to generate, store, and share power locally, while providing financing and grid operations services for the electrified home market.

CleantechClimate TechEnergy

Billie Simmons(Founder)Evan Caron(Founder)Jason Badeaux(Founder)Paul Barnes-Hoggett(Founder)Rob Curtis(Founder)Udit Patel(Founder)

Co-investorsANAndreessen HorowitzCOCoinbase VenturesEVEv3 Ventures LlcLALattice CapitalLALattice CapitalLELerer Hippeau+8 more

DoubleZero operates a network that delivers raw market data feeds over dedicated fiber links contributed by independent operators, bypassing public internet latency for trading firms, validators, and platforms.

Crypto & Web3Data & InfrastructureFintechGeorge Town

BoardOLIVER BELL(Director)

Co-investorsDRDragonflyFOFoundation CapitalGSGSRMEMetastableMHMH VenturesMUMulticoin Capital+4 more

Hex builds autonomous battery-swapping infrastructure for drones to extend flight capabilities and make aerial data collection more accessible.

AgTechDeep TechHardwareIoTRoboticsMiami, US

Curtis Lary(Founder & CEO)Nick Mulka(CTO)Shaun Sengupta(COO)

Co-investorsBABackswing VenturesAVavra

Internet Backyard builds financial infrastructure for the compute economy, modeling data center capacity (racks, regions, SKUs, workloads) as tradeable units that can be priced, billed, financed, insured, and hedged.

AI & Machine LearningCloud ComputingFintech

Gabriel Ravacci(Founder)Mai Trinh(Founder)

Co-investorsBABasis Set VenturesMAMaple VCOPOperator CollectiveCECenter Electric

Matium is an online industrial marketplace for buying and selling plastics, including virgin resins, recycled polymers, engineering plastics, rubber, compounds, and packaging-grade materials.

Advanced ManufacturingB2B MarketplacesNew MaterialsMillersville, US

Bailey Robin(Executive Officer)Alexander Lambrides(Executive Officer)Robin Bailey(Executive Officer)Eric Mills(Executive Officer)

Co-investorsWEWesterly Winds

Mercury Computing operates a software platform and API connecting data centers and utilities, converting demand flexibility at data centers into usable grid capacity.

CleantechEnergySaaSBoulder, US

Co-investorsPOPowerhouseVIVirta Ventures

Mercury is a software platform that connects data centers and utilities, converting load flexibility at data centers into additional grid capacity.

CleantechEnergySaaSBoulder, US

Co-investorsPOPowerhouse

Nirvana Labs provides bare-metal cloud compute instances across three families optimized for different workloads, with pricing up to 37% lower than AWS equivalents.

AI & Machine LearningCloud ComputingData & InfrastructureDeep TechDeveloper ToolsEnterprise Software

Co-investorsHAHash3 CapitalLALattice CapitalRARaptor GroupVAVarys CapitalCACastle Island VenturesJUJump Crypto+1 more

A provider of pricing indices and derivatives infrastructure for GPU compute commodities, enabling benchmarking and risk management for computational resources.

AI & Machine LearningCloud ComputingData & InfrastructureFintechSector Agnostic

Co-investorsLILink Ventures

Ostium is a decentralized perpetual futures exchange for trading stocks, commodities, forex, and indices with leverage directly from a crypto wallet.

Crypto & Web3Fintech

Kaledora Kiernan-Linn(Cofounder)Marco Antonio Ribeiro(Cofounder)

Co-investorsGEGeneral CatalystALAlliance DAO (ex DeFi Alliance)ENEnigma FundLOLocalGlobeSOSoma CapitalSTStateless Ventures+7 more

Pillar offers a business platform for content creators and talent managers to run and monetize their work, including NIL (name, image, likeness) deals.

ConsumerCreator EconomyE-commerceMedia & EntertainmentSaaSSan Francisco, US

FYFaisal Younus(Founder / CEO)inJessica Lam(Eng Hiring Manager)Neil PhilipMichael IvkovRyan Jiang(Vice President of Product)Shira Goldetsky(Recruiter)

Co-investorsEMEmles Venture PartnersSESeabed VCY Y CombinatorACACE & CompanyANAnalog VenturesANAndreessen Horowitz+10 more

Pillar provides a white-label digital education and engagement platform for healthcare organizations, employers, and benefits administrators to scale patient education, care coordination, and benefits communication.

Digital HealthHealthtechSaaSNew York City, US

JMJasmine Mansouri(Founder)inCECaroline Early(Founder)inAdam Lewis(Founder)Ashutosh Bhatt(Founder)FYFaisal Younus(Founder)inGabriel Guinea Montalvo(Founder)

Co-investorsBABackedMSMS&AD VenturesRERebel FundSCScrum VenturesSSSSC Venture PartnersSTStreamlined Ventures+8 more

Pillar is a unified risk management platform for physical-world businesses, combining data analysis, portfolio construction, execution, management, and accounting in one system.

AI & Machine LearningEnterprise SoftwareFintechSaaSNew York City, US

Chinmay Deshpande(Founder)in

Co-investorsEXExpansion Venture CapitalGRGraph VenturesNENewBuild.VC

Pillar Security offers a platform to discover, test, secure, and govern AI agents and AI applications across an organization, covering AI asset discovery, adversarial red teaming, runtime guardrails, and governance/compliance reporting.

AI & Machine LearningCybersecurityEnterprise SoftwareMiami, US

DSDor Sarig(Founder)inDor Sarig Ziv Karliner(Founder)Ziv Karliner(Founder)

Co-investorsGRGround Up VenturesANAndreessen HorowitzEAEarlybird Venture CapitalGOGolden VenturesSHShield Capital

Pillar builds software combining operations, administration, and embedded financial services for construction companies, including financing and AI-driven tools.

AI & Machine LearningConstruction TechEnterprise SoftwareFintechSaaS

GabrielPPaoloLorenzo

Co-investorsEMEmblemITItalian Angels for GrowthITItalian Founders FundVEVentoANAnalog VenturesANAndreessen Horowitz+2 more

Latent Labs develops AI tools for drug discovery and design, enabling biotech and pharmaceutical companies to accelerate therapeutic molecule identification.

AI & Machine LearningBiotechDeep TechHealthtech

SKSimon Kohl(Founder)in

Co-investorsRARadical VenturesSOSofinnova PartnersPEPetriANAnalog VenturesANAndreessen HorowitzGAGallery+4 more

Wilmington, US

Randheep Fernando(Executive Officer, Director)Andrew Dust(Executive Officer, Director)in

BoardAmy Nauiokas(Director)

Co-investorsANAnthemis Venture

Reliability Engine develops sensing and software that monitors liquid-cooled AI infrastructure by analyzing coolant chemistry, thermal systems, and GPU performance data to detect cooling issues before they impact compute output.

AI & Machine LearningData & InfrastructureDeep TechIoT

Sapience operates on-chain prediction markets that function like auctions, where users and AI agents forecast the probability of future events and compete to offer the best odds.

AI & Machine LearningCrypto & Web3Fintech

Co-investorsMAMarin Digital Ventures

Saptiva provides an AI control plane (frIdA) that routes and governs AI workloads across clouds and on-premise environments while enforcing customer-defined compliance and data-residency policies at execution time.

AI & Machine LearningCybersecurityEnterprise Software

ACAngel Cisneros(Co-founder)inJCJesus Cisneros(Co-founder)in

Co-investorsDIDigital Currency GroupMAMagma PartnersSTStartups

Shatterdome aggregates distributed energy resources — solar, storage, wind, and flexible load — into a Virtual Power Plant that functions as a tradable financial layer.

CleantechEnergyFintechBangalore, IN

ASAmann Shariff(CEO)in

Co-investorsENEntrepreneur FirstGRGrishin RoboticsTRTranspose Platform Management

Sourceful provides utilities and energy equipment manufacturers with a platform that integrates devices, delivers real-time data analytics, and enables AI-powered load prediction and remote fleet management through branded customer applications.

AI & Machine LearningCleantechEnergyIoTSaaSKalmar, SE

Co-investorsBOBorderless VentureEVEviny VenturesCOCoatue ManagementEKEka VenturesINIndex VenturesVEVenrex

Spectral is the creator of SCALE, a compiler toolkit that recompiles CUDA code to run on a broad range of GPUs, including AMD and NVIDIA accelerators, without requiring code rewrites.

AI & Machine LearningDeep TechDeveloper Tools

Co-investorsCOCostanoa Ventures

Spectral develops SCALE, a compiler toolkit that recompiles CUDA code to run on a range of GPUs from different vendors, including AMD and NVIDIA, without rewriting the codebase.

AI & Machine LearningDeep TechDeveloper Tools

Burlingame, US

MIHIR VIJAY GONDHALEKAR(Director)Saurav Shroff(Founder)in

BoardROHAN PUJARA(Director)in

Co-investorsALAlpha FundsARARA NEA Ventures (Brand: Dmz.Xyz)BABalerion Space VenturesFUFusionGOGoAhead VenturesHUHummingbird Ventures+7 more

Trad.Fi provides equipment financing solutions that streamline credit access for borrowers and lenders through faster and more accessible processes.

Crypto & Web3Fintech

Alexander SzulAtticus FranckenHarley Ryan

Seattle, Washington-based developer of the TRISO-fueled Micro Modular Reactor and micro-space reactors.

EnergySeattle, US

Francesco Venneri(Executive Officer, Director)inGiulia DeLorenzi-Venneri(Executive Officer)Eva Zhang(Director)Lorenzo Venneri(Director)Ritesh Budree(Executive Officer)

Co-investorsNUNucleation CapitalANAndreessen HorowitzCHChevron Technology VenturesDEDecisive PointFUFundomoSTStepstone Group+1 more

Verne Robotics develops robotics technology, with a focus on multi-modal perception capabilities.

Advanced ManufacturingAI & Machine LearningDeep TechRoboticsSan Francisco, US

NNNeil Nie(Founder)inAJAditya Jha(Founder)inNeil Nie Aditya Jha(Founder)

Co-investorsNONoxo CapitalPIPioneerRERebellion VenturesTRTranspose Platform ManagementY Y CombinatorZAZAKA VC+13 more

Vers provides a platform for branching, committing, and restoring live virtual machines with git-like semantics, enabling users to fork running VMs instantly with full memory and process state.

AI & Machine LearningCloud ComputingDeveloper Tools

Tynan Daly(Founder)

Co-investorsBLBloomberg BetaTRTrue Ventures