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 11, 2026.
Team · 7 people
from the firm's website & public directories
What they invest in
from 13 of 24 portfolio companiesDeep Tech ×5Mobility & Transportation ×5AI & Machine Learning ×4Energy ×4Hardware ×4Cleantech ×3Logistics & Supply Chain ×3Robotics ×3
HQs:United States×10Canada×1Norway×1
Investments · 24 tracked
founders shown can be your intro pathBy year:2026 · 12022 · 12020 · 12017 · 12016 · 12015 · 27 dated
ChargePoint designs and deploys EV charging hardware, software, and services for organizations, fleet operators, and charging network businesses.
CleantechEnergyMobility & Transportation
ChargePoint provides networked electric vehicle charging infrastructure and management software for company vehicle fleets and motor pools.
EnergyHardwareIoTLogistics & Supply ChainMobility & TransportationSaaSCampbell, US
Neil Suslak(Director)Pasquale Romano(Executive Officer, Director)William Thayer(Director)Antonio Canova(Executive Officer)Richard Lowenthal(Director)Jonathan Kaplan(Executive Officer)
Board seatMichael Linse· per SEC Form D · $59M raise · filed Jul 2016
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)Eric Romo(Executive Officer, Director)Margaret Abernathy(Executive Officer)Alexandria Anne McHugh(Director)
BoardJohn William Raymond(Director)
Board seatMichael Linse· per SEC Form D
Proterra designs and manufactures zero-emission battery systems for commercial vehicles.
CleantechHardwareMobility & TransportationGreenville, US
Ryan Popple(Executive Officer, Director)Eric McCarthy(Executive Officer)Rob Johnson(Director)Michael Smith(Director)Tom von Reichbauer(Director)Mike Donoughe(Director)
Board seatMichael Linse· per SEC Form D · $30M raise · filed Jun 2015
EnergySan Francisco, US
John Rhow(Executive Officer, Director)Matt Werner(Director)Arvin Vohra(Executive Officer, Director)
Board seatMichael Linse· per SEC Form D
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 & CEO)inAbe Bachrach(Founder)Michael Slade(Director)
BoardT.J. Rylander(Director)David Ulevitch(Director)
Board seatBastiaan Janmaat· per SEC Form D
Aliso Viejo, US
Jason Koch(Executive Officer)Gary Hallgren(Executive Officer)Jack Messman(Executive Officer, Director)Ralph Linsalata(Director)Julie Dobson(Director)David Cozzens(Executive Officer, Director)
Board seatMichael Linse· per SEC Form D · $40M raise · filed May 2015
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
Mike Williams(Executive Officer, Director)Matthew D. Chasen(Director)Robert Kagle(Director)Jim Martell(Executive Officer, Director)
Board seatMichael Linse· per SEC Form D · $25M raise · filed Feb 2017
Lace develops chip patterning technology for semiconductor manufacturing.
Advanced ManufacturingDeep TechSemiconductorsBergen, NO
Thea Energy develops fusion energy technology based on stellarator physics and engineering, aiming to commercialize a limitless energy source.
CleantechDeep TechEnergy
The world leader in drone autonomy for inspections and emergency response
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)Delian Asparouhov(Founder)
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)Tim Wilcox(Executive Officer)Benjamin Bercovitz(Executive Officer, Director)James Ren(Executive Officer)
BoardBill Trenchard(Director)
Wayve develops embodied AI technology to enable autonomous vehicle systems for assisted and automated driving.
AI & Machine LearningDeep TechHardwareMobility & TransportationRoboticsSunnyvale, US
Alex Kendall(Founder & CEO)in
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 companiesProterra · agriinvestor.com · Jul 16, 2026
ChargePoint · investing.com · Jul 14, 2026
Wayve · secondarylink.com · Jul 2, 2026
Verkada · siliconangle.com · Jul 1, 2026
Impulse Space · govconwire.com · Jun 5, 2026
Waabi · techcrunch.com · Oct 1, 2025
Frequently asked questions
- 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.
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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