Fundraising Fox
Linse Capital
Venture capitalActively deployingSan Juan · Growth · 8 people tracked
Also known as LINSE CAPITAL LLC
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Investment thesis
Linse Capital pursues a high-conviction, concentrated investment strategy, preferring to go all in on a small number of deep tech companies rather than spreading capital across many. The firm has backed deep tech for over two decades, offering patient, long-term capital and partnership that persists through pivots, setbacks, and breakthroughs. It emphasizes flexibility across every stage of a company's development, recognizing that the deep tech path is unpredictable. Its focus spans sectors such as energy, mobility, space, robotics, and AI, targeting the backbone of the physical world.
Source: firm website, verified Oct 27, 2026.
Team · 8 people
from the firm's website & public directories
Founder and Managing Director of Linse Capital. He was previously a partner at Kleiner Perkins Caufield & Byers and spent over a decade at Goldman Sachs leading alternative energy investments. He holds a BA in economics and an MBA, both from Harvard.
Managing Director at Linse Capital and former CEO and co-founder of DataFox Intelligence, an AI software company acquired by Oracle in 2018. He previously worked on Goldman Sachs' alternative energy investing team and holds an MBA from Stanford.
Principal at Linse Capital who previously worked in software investment banking and equity capital markets at SunTrust Robinson Humphrey. He graduated from the University of Southern California.
Principal at Linse Capital who previously worked in design engineering and project management at Maxar Technologies on high-throughput satellites. He holds BS and MS degrees in Mechanical Engineering from Columbia and an MBA from Stanford.
CEO of portfolio company Skydio.
Executive Assistant at Linse Capital who previously worked at LUMA Energy and spent 14 years in various roles at Humana. She holds a BA in Education and an MBA in Human Resources.
Chief Financial Officer at Linse Capital who previously served as Controller for venture funds at XFO Partners and was a manager in BPM's SEC audit practice. He studied finance and accounting at Cal State Stanislaus and Santa Clara University.
Associate at Linse Capital who previously worked in strategy and finance at Stride Funding and interned at Emerson Collective and Goldman Sachs. She holds a BA in Economics from Harvard.
What they invest in
from 22 of 29 portfolio companiesAI & Machine Learning ×11Hardware ×9Deep Tech ×8Mobility & Transportation ×6Robotics ×5SaaS ×5Cleantech ×4Energy ×4
HQs:United States×16Canada×1United Kingdom×1Norway×1
Who they back
founder profiles across 13 portfolio companiesFounding team size:solo founder×42 founders×33 founders×34+ founders×3
Where their founders studiedfrom 19 founders with education data
University of California, Berkeley ×3University of Cambridge ×3Franklin W. Olin College of Engineering ×2Massachusetts Institute of Technology ×2Stanford University ×2
What their founders studiedfrom 22 founders with field-of-study data
Engineering ×11Computer Science ×9Economics ×2Physics ×2
Where their founders worked beforefrom 22 founders with career history
SpaceX ×4Google ×3Massachusetts Institute of Technology ×2Massachusetts Institute of Technology (MIT) ×2Stanford University ×2
9 founders hold a PhD (of 22 with degree data)
Investments · 29 tracked
founders shown can be your intro pathBy year:2026 · 62025 · 32022 · 22020 · 12018 · 12017 · 12016 · 12015 · 217 dated
ChargePoint provides networked electric vehicle charging infrastructure and management software for company vehicle fleets and motor pools.
EnergyHardwareIoTLogistics & Supply ChainMobility & TransportationSaaSCampbell, US
Richard Lowenthal(Founder)inPasquale Romano(Executive Officer, Director)inAntonio Canova(Executive Officer)Jonathan Kaplan(Executive Officer)Richard "Rick" Wilmer(President and Chief Executive Officer, Director)Dave Baxter(Founder)
Board seatMichael Linse· per SEC Form D
Co-investorsBMW i VenturesBraemar Energy VenturesClearvision VenturesConstellation Technology VenturesEstag CapitalF4 Ventures+13 more
ChargePoint designs and deploys EV charging hardware, software, and services for organizations, fleet operators, and charging network businesses.
CleantechEnergyMobility & Transportation
Rick Wilmer(President and Chief Executive Officer, Director)in
Co-investorsEstag CapitalHercules Capital, Inc.Madison Parker CapitalWestern Technology Investment
Revolutionizing space technology to make life multi-planetary
Hawthorne, US
Elon Musk(Founder)inBret Johnsen(Executive Officer)inGwynne Shotwell(Executive Officer, Director)Tom Mueller(Founder)
BoardAntonio Gracias(Director)inSteve Jurvetson(Director)in
Co-investors1/1 Capital137 Ventures1802 Ventures2080 Ventures3Spoke Capital4DX Ventures+228 more
Valens develops high-performance connectivity chipsets that are embedded in devices to support digital and connectivity experiences.
Deep TechHardwareMobility & TransportationSemiconductors
Co-investors10DAmiti VenturesAviv Venture CapitalF4 VenturesMagenta Venture PartnersMagma Venture Partners+3 more
Mythic builds analog processing units based on compute-in-memory architecture designed to run AI workloads efficiently in real-world applications.
AI & Machine LearningHardwareSemiconductorsPalo Alto, US
Mike Henry(Founder)inTaner Ozcelik(CEO / Board Member)inSteven Pho(CFO)Dave Fick(Founder)
Co-investorsCatapult VenturesNew Enterprise Associates (NEA)S3 VenturesAtreides ManagementDCVC (Data Collective)Lockheed Martin Ventures+16 more
Impulse Space develops in-space mobility infrastructure and spacecraft, enabling transportation and logistics between Earth orbit, the Moon, and Mars.
Deep TechDefense TechSpace TechRedondo Beach, US
Tom Mueller(Founder)inThomas Mueller(Founder)inEric Romo(Executive Officer, Director)inMargaret Abernathy(Executive Officer)in
BoardJohn William Raymond(Director)
Board seatMichael Linse· per SEC Form D
Co-investors137 VenturesAlumni VenturesArctic DigitalAsahi Kasei Corporate Venture CapitalBalerion Space VenturesBanner VC+29 more
Proterra designs and manufactures zero-emission battery systems for commercial vehicles.
CleantechHardwareMobility & TransportationGreenville, US
Ryan Popple(Executive Officer, Director)Eric McCarthy(Executive Officer)C. W. Plummer, Jr.(Executive Officer)Dave Rich(Executive Officer)Christopher BaileyinDale Hill(Founder)
Board seatMichael Linse· per SEC Form D · $30M raise · filed Jun 2015
Co-investorsBMW i VenturesConductive VenturesConstellation Technology VenturesEnergy Impact PartnersEvolution VC PartnersMitsui Global Investment+6 more
Redaptive provides fully funded energy infrastructure upgrades, offering structured financing, turnkey execution, and measurable savings verification for enterprises.
CleantechClimate TechEnergySan Francisco, US
Arvin Vohra(Executive Officer, Director)inJohn Rhow(Executive Officer, Director)Matt Werner(Director)
Board seatMichael Linse· per SEC Form D
Co-investorsENGIE New VenturesEvergy Ventures
Skydio designs and manufactures autonomous drones using computer vision and AI technology for consumer and commercial applications.
AI & Machine LearningHardwareRoboticsSan Mateo, US
Adam Bry(Founder)inAbe Bachrach(CTO)Abraham Bachrach(Founder)inMatt Donahoe(Founder)in
BoardT.J. Rylander(Director)inDavid Ulevitch(Director)in
Board seatBastiaan Janmaat· per SEC Form D
Co-investorsAccelAndreessen HorowitzCrosscourt VenturesGaingelsIn-Q-TelIVP (Institutional Venture Partners)+12 more
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Aliso Viejo, US
Jason Koch(Executive Officer)inDavid Cozzens(Executive Officer, Director)Gary Hallgren(Executive Officer)Theodore Serentelos(Executive Officer)Howard Jelinek(Executive Officer, Director)Timothy Taylor(Executive Officer)
Board seatMichael Linse· per SEC Form D · $40M raise · filed May 2015
Co-investors3Spoke CapitalCross Creek AdvisorsFontinalis PartnersIVP (Institutional Venture Partners)Kleiner PerkinsVerizon Ventures
uShip is an online shipping marketplace that connects shippers with thousands of professional and independent carriers to transport large items including vehicles, furniture, freight, and equipment.
B2B MarketplacesLogistics & Supply ChainMarketplacesAustin, US
Matthew D. Chasen(Director)inMike Williams(Executive Officer, Director)in
BoardRobert Kagle(Director)Jim Martell(Executive Officer, Director)
Board seatMichael Linse· per SEC Form D · $25M raise · filed Feb 2017
Co-investorsDag VenturesKleiner PerkinsRealization Capital PartnersSilverton Partners
Amca develops domestic manufacturing capacity for critical components used in aerospace, defense, and industrial systems, aiming to expand competition and reduce reliance on single-source suppliers.
Advanced ManufacturingDefense TechHardwareEl Segundo, US
Eli Giovanetti(Founder)inJai Malik(Founder)in
Co-investorsAndreessen HorowitzConstruct CapitalIndustrious VenturesLightspeed Venture PartnersNEW VISTA CAPITALRavelin Capital+1 more
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Dock provides a white-label customer portal platform that enables companies to manage projects, share files, track engagement, and handle renewals in a single collaborative workspace.
AI & Machine LearningEnterprise SoftwareSaaSSales Tech
Co-investorsCraft VenturesFive Four VenturesFjor FoundersOperator CollectiveRecall CapitalHearst Ventures+6 more
Dock is a collaborative workspace where users create teams of specialized AI agents that coordinate with one another to carry out departmental work.
AI & Machine LearningEnterprise SoftwareSan Francisco, US
Govind Kavaturi(Co-Founder)inMike Molinet(CEO)inAntonio Soares(Founder)Diogo Frenkel(Founder)
Co-investorsPioneerVela PartnersWSSY CombinatorAmino CapitalBlast.Club+8 more
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Freeform develops additive manufacturing (3D printing) technology aimed at bringing this production method to industrial applications across multiple sectors.
Advanced ManufacturingAI & Machine LearningDeep TechHardwareRoboticsHawthorne, US
Thomas J. Ronacher(Executive Officer, Director)inErik Palitsch(Founder)inTasso Lappas(Chief Scientific Officer)inTJ Ronacher(Founder)
BoardDusan Perovic(Director)inMohammad Islam(Director)in
Co-investorsDeviation CapitalMVP VenturesThreshold VenturesValor Equity PartnersW venturesW Ventures+4 more
Sequen offers an API-first platform that powers search, recommendations, and chat using a shared model that learns across customers without exposing their data.
AI & Machine LearningClimate TechDeep TechE-commerceEnterprise SoftwareMarketplacesRoboticsSaaSSector Agnostic
Ian Sigalow(Founder)inGrant LaFontaine(CEO & Co-Founder)Logan Head(Co-Founder)Alexandre LeBrun(CEO & Co-founder)Yann LeCunSaining Xie(Chief Science Officer)
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Co-investorsRenaissance Venture CapitalAMD VenturesAndreessen HorowitzCRV (Charles River Ventures)DCVC (Data Collective)Emergence Capital Partners+11 more
Kargo uses computer vision hardware ("Towers") installed at warehouse loading docks to capture freight events in real time and turn them into structured data.
AI & Machine LearningHardwareLogistics & Supply ChainSaaSSan Francisco, US
Sam Lurye(Founder)in
BoardSpencer Foust(Director)in
Co-investorsSozo VenturesActivant CapitalAvenir Growth CapitalB3 CapitalEvolution VC PartnersGaingels+11 more
Lace AI provides AI agents for home services and trades companies that answer inbound calls 24/7, book appointments in ServiceTitan, and follow up on unbooked leads via outbound calls and SMS.
AI & Machine LearningSaaSSales TechMountain View, US
Boris Valkov(Founder)in
Co-investorsHorizonLAUNCHub VenturesAtomicoFuture VenturesNysnø Climate InvestmentsVsquared Ventures
Lace develops chip patterning technology for semiconductor manufacturing.
Advanced ManufacturingDeep TechSemiconductorsBergen, NO
Adrià Salvador Palau(Founder)in
Co-investorsAlliance VCAlliance VentureAtomicoBlank Space VenturesDeep FutureFuture Ventures+3 more
Thea Energy develops fusion energy systems based on a stellarator architecture that replaces complex 3D magnet coils with arrays of mass-manufacturable planar magnets controlled by software.
CleantechDeep TechEnergy
Matt Miller(Founder)inBrian Berzin(Founder)David Gates(Founder)
Co-investorsAlumni VenturesBeyond Earth VenturesDivergent CapitalEmerald Technology Ventures AgHitachi VenturesLowercarbon Capital+3 more
Varda industrializes low Earth orbit by manufacturing pharmaceuticals and other specialized products in space, then returning them to Earth via reusable reentry capsules.
BiotechDeep TechSpace TechEl Segundo, US
Will Bruey(Founder)inDelian Asparouhov(Founder)inDaniel Marshall(Founder)Trae Stephens(Director)Josh Wolfe(Director)
Co-investorsAlso CapitalCaffeinated CapitalFounders FundGeneral CatalystKhosla VenturesLux Capital+38 more
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Verkada builds AI-powered physical security solutions that integrate video security, access control, alarms, intercoms, air quality sensors, and visitor management into a single cloud-based platform.
AI & Machine LearningCybersecurityEnterprise SoftwareIoTSan Mateo, US
Filip Kaliszan(Founder)inHans Robertson(Founder)inBenjamin Bercovitz(Founder)inJames Ren(Founder)inTim Wilcox(Executive Officer)inBen Bercovitz(Founder)
Co-investors515 VenturesAlkeon InnovationCapitalGDepth VenturesFelicis VenturesFifth Down Capital+22 more
Waabi develops autonomous vehicle technology using Physical AI for trucks and transportation.
AI & Machine LearningLogistics & Supply ChainMobility & TransportationRoboticsToronto, CA
Raquel Urtasun(Founder)in
Co-investorsKhosla VenturesRadical VenturesNVentures8VCG2 Venture PartnersGolden Ventures+10 more
Wayve develops embodied AI technology to enable autonomous vehicle systems for assisted and automated driving.
AI & Machine LearningDeep TechHardwareMobility & TransportationRoboticsLondon, GB
Alex Kendall(Co-founder & CEO)inAmar Shah(Founder)inAlex Kendall Amar Shah(Founder)
Co-investorsBalderton CapitalBritish Business BankIcehouse VenturesSoftBank GroupSoftBank Vision FundTeachers' Venture Growth+19 more
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Onodrim IndustriesUFORCEUnknownValensZeromatter
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.
Exits · 4
4 IPOsCharge PointNYSE: CHPTChargePointNYSE: CHPTSpaceXNASDAQ: SPCXValens (NYSE: VLN)NYSE: VLN
Portfolio news
latest coverage across their companies
Impulse Space · payloadspace.com · Sep 25, 2026
Verkada · forgeglobal.com · Sep 22, 2026
Thea Energy · interestingengineering.com · Aug 19, 2026
Wayve · techfundingnews.com · Jul 1, 2026
Skydio · sourcery.vc · Apr 23, 2026
Waabi · trendingtopics.eu · Feb 27, 2026
Freeform · finsmes.com · Feb 23, 2026
Kargo · finance.yahoo.com · Dec 22, 2025
Public market activity · per SEC filings
what is this? ⓘDisclosed stake · filed Feb 2024
Disclosed stake · filed Feb 2022
21 insider ownership filings (Forms 3/4/5)
at ChargePoint Holdings, Inc. (CHPT)
From the firm's own SEC EDGAR filings — stakes and insider roles in public companies, typically portfolio companies after an IPO. Not a portfolio list published by the firm.
Frequently asked questions
- How many investments has Linse Capital made?
- Linse Capital has 29 tracked investments, 4 of which have exited, including 9 dated in the last 24 months.
- What stage does Linse Capital invest at?
- Linse Capital invests at the Growth stage.
- What sectors does Linse Capital focus on?
- Linse Capital focuses on AI & Machine Learning, Cleantech, Data & Infrastructure, Deep Tech, Defense Tech, Energy, Mobility & Transportation, New Materials, PropTech, Robotics, Space Tech.
- Where is Linse Capital located?
- Linse Capital is headquartered in San Juan, US.
- Who does Linse Capital co-invest with?
- Linse Capital most often shares deals with Gaingels, Khosla Ventures, Andreessen Horowitz, among 140 tracked co-investors.
Media · Podcasts & interviews
featuring the teamLet the Market Run its Course with Bastiaan Janmaat of Linse Capital
RiskReversal Media · Bastiaan Janmaat
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