Linse Capital
Venture capitalActively deployingSan Juan · Seed–Late Stage · 7 people tracked
Also known as Linse Capital AI · Linse Capital CP · LINSE CAPITAL LLC · Linse Capital RED · Linse Capital SKY · Linse Capital Space · Linse Capital Stellar · Linse Capital VAL · Linse Capital VER · Linse Capital Verkada · Linse Capital Wayve
Investment thesis
Linse Capital operates on the principle that concentration outperforms diversification. Rather than spreading time and capital thin across a large number of investments, the firm commits fully to a select few companies, going 'all in' on those it backs. This concentrated approach reflects a conviction-driven investment philosophy focused on companies the firm believes are moving the world forward.
Source: firm website, verified Aug 25, 2026.
Team · 7 people
from the firm's website & public directories
What they invest in
from 20 of 29 portfolio companiesAI & Machine Learning ×11Hardware ×8Deep Tech ×7Logistics & Supply Chain ×5Mobility & Transportation ×5Robotics ×5SaaS ×5Cleantech ×4
HQs:United States×13Canada×1United Kingdom×1Norway×1
Who they back
founder profiles across 9 portfolio companiesFounding team size:solo founder×52 founders×24+ founders×2
Investments · 29 tracked
founders shown can be your intro pathBy year:2026 · 32025 · 32022 · 12020 · 12017 · 12016 · 12015 · 212 dated
ChargePoint designs and deploys EV charging hardware, software, and services for organizations, fleet operators, and charging network businesses.
CleantechEnergyMobility & Transportation
Co-investorsEstag Capital
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
Taner Ozcelik(CEO / Board Member)Laura Fick(Founding Engineer)Malav Parikh(Founding Engineer)Steven Pho(CFO)
Co-investorsCatapult VenturesNew Enterprise Associates (NEA)Atreides ManagementDCVC (Data Collective)Lockheed Martin VenturesS3 Ventures+6 more
ChargePoint provides networked electric vehicle charging infrastructure and management software for company vehicle fleets and motor pools.
EnergyHardwareIoTLogistics & Supply ChainMobility & TransportationSaaSCampbell, US
Richard Lowenthal(Director)Pasquale Romano(Executive Officer, Director)Antonio Canova(Executive Officer)Jonathan Kaplan(Executive Officer)Daniel Ahn(Director)William Albert Thayer(Director)
Board seatMichael Linse· per SEC Form D · $59M raise · filed Jul 2016
Co-investorsBMW i VenturesBraemar Energy VenturesClearvision VenturesConstellation Technology VenturesEstag CapitalF4 Ventures+6 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 & CEO)Thomas Mueller(Founder)inEric Romo(Executive Officer, Director)Margaret Abernathy(Executive Officer)
BoardJohn William Raymond(Director)
Board seatMichael Linse· per SEC Form D
Co-investors137 VenturesAlumni VenturesArctic DigitalBalerion Space VenturesBanner VCBasecamp Fund+12 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)Steven Rowe(Director)
BoardRob Johnson(Director)
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+3 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)John 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(Co-founder & CEO)inAbe Bachrach(Founder)Abraham Bachrach(Co-founder & CTO)Matt Donahoe(Co-founder)
BoardT.J. Rylander(Director)David Ulevitch(Director)in
Board seatBastiaan Janmaat· per SEC Form D
Co-investorsAccelAndreessen HorowitzIn-Q-TelIVP (Institutional Venture Partners)Khosla VenturesLobby Capital+7 more
Aliso Viejo, US
Jason Koch(Executive Officer)David 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-investorsCross 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)Mike Williams(Executive Officer, Director)
BoardRobert Kagle(Director)Jim Martell(Executive Officer, Director)
Board seatMichael Linse· per SEC Form D · $25M raise · filed Feb 2017
Co-investorsDag VenturesKleiner PerkinsSilverton Partners
Dock is a revenue enablement platform that lets sales teams create shared client workspaces, deal rooms, and client portals, manage sales content, and build AI agents that draft proposals, follow-up emails, and mutual action plans from live CRM data.
AI & Machine LearningSaaSSales Tech
Co-investorsFjor FoundersOperator CollectiveRecall CapitalHearst VenturesLightbankMatter Venture Partners+3 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(Founder)in
Co-investorsY CombinatorHearst VenturesLightbankMatter Venture PartnersRiverwood CapitalSozo Ventures+1 more
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)Erik Palitsch(CEO)Tasso Lappas(Chief Scientific Officer)
BoardDusan Perovic(Director)inMohammad Islam(Director)Keith Dunleavy(Director)
Co-investorsMVP VenturesThreshold VenturesW ventures10x FoundersFounders FundNVentures+1 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)
Co-investorsGreycroftRenaissance Venture CapitalAMD VenturesAmplify Partners CVAndreessen HorowitzCRV (Charles River Ventures)+13 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
Samuel Lurye(Executive Officer, Director, Promoter)Sam Lurye(Founder)
BoardSpencer Foust(Director)in
Co-investorsSozo VenturesAvenir Growth CapitalEvolution VC PartnersIndustrious VenturesMatter Venture PartnersAvenir+2 more
Kargo uses computer vision hardware installed at warehouse loading docks to capture freight data in real time and convert dock-door activity into structured data.
AI & Machine LearningHardwareLogistics & Supply ChainSaaS
Sam Lurye(Founder)
Co-investorsSozo VenturesActivant CapitalB3 CapitalGood FriendsGreat Oaks Venture CapitalHat-Trick Capital+7 more
Lace develops chip patterning technology for semiconductor manufacturing.
Advanced ManufacturingDeep TechSemiconductorsBergen, NO
Adrià Salvador Palau(Founder)
Co-investorsAlliance VCAlliance VentureFuture VenturesM12 (Microsoft's Venture Fund)Vsquared Ventures
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)in
Co-investorsAlso CapitalCaffeinated CapitalFounders FundKhosla VenturesLux CapitalGeneral Catalyst+25 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)in
Co-investorsBeyond Earth VenturesEmerald Technology Ventures AgHitachi VenturesLOWERCARBONLowercarbon CapitalPrelude Ventures+2 more
The world leader in drone autonomy for inspections and emergency response
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 & CEO)Hans Robertson(Director)Benjamin Bercovitz(Executive Officer, Director)inJames Ren(Executive Officer)inTim Wilcox(Executive Officer)
BoardBill Trenchard(Director)in
Co-investorsAlkeon InnovationCapitalGDepth VenturesFelicis VenturesFifth Down CapitalFirst Round Capital+11 more
Waabi develops autonomous vehicle technology using Physical AI for trucks and transportation.
AI & Machine LearningLogistics & Supply ChainMobility & TransportationRoboticsToronto, CA
Raquel Urtasun(Founder & CEO)in
Co-investorsKhosla VenturesRadical VenturesNVentures8VCG2 Venture PartnersGolden Ventures+4 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(Co-Founder)in
Co-investorsBalderton CapitalBritish Business BankIcehouse VenturesSoftBank GroupSoftBank Vision FundTeachers' Venture Growth+17 more
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 · 1
IPOs and acquisitions across the tracked portfolioChargePointNYSE: CHPT
Portfolio news
latest coverage across their companies
Greycroft · startuphub.ai · Aug 20, 2026
Thea Energy · energynews.pro · Aug 19, 2026
Kargo · dealstreetasia.com · Jul 22, 2026
Kargo · dealstreetasia.com · Jul 22, 2026
Proterra · agriinvestor.com · Jul 16, 2026
ChargePoint · investing.com · Jul 14, 2026
Frequently asked questions
- How many investments has Linse Capital made?
- Linse Capital has 19 tracked investments, including 1 dated in the last 24 months.
- What stage does Linse Capital invest at?
- Linse Capital invests at the Seed, Series A, Growth, Late Stage stages.
- 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 Khosla Ventures, Next47, 8VC, among 101 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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