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
Find your way into Linse Capital
4,399 people in our graph share verified history with the Linse Capital team — schools, employers, funds. One of them is your warm intro.
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 Sep 15, 2026.
Team · 7 people
from the firm's website & public directories
What they invest in
from 20 of 28 portfolio companiesAI & Machine Learning ×11Hardware ×8Deep Tech ×7Logistics & Supply Chain ×5Mobility & Transportation ×5Robotics ×5SaaS ×5Cleantech ×4
HQs:United States×14Canada×1United Kingdom×1Norway×1
Who they back
founder profiles across 10 portfolio companiesFounding team size:solo founder×52 founders×23 founders×14+ founders×2
Where their founders studiedfrom 17 founders with education data
Massachusetts Institute of Technology ×3University of California, Berkeley ×3University of Cambridge ×3Franklin W. Olin College of Engineering ×2Stanford University ×2
What their founders studiedfrom 19 founders with field-of-study data
Computer Science ×9Engineering ×9Physics ×2
Where their founders worked beforefrom 19 founders with career history
SpaceX ×3Massachusetts Institute of Technology (MIT) ×2Stanford University ×2
Investments · 28 tracked
founders shown can be your intro pathBy year:2026 · 32025 · 32022 · 22020 · 12017 · 12016 · 12015 · 213 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(Director)inPasquale Romano(Executive Officer, Director)inAntonio Canova(Executive Officer)Jonathan Kaplan(Executive Officer)Richard "Rick" Wilmer(President and Chief Executive Officer, Director)
BoardNeil Suslak(Director)in
Board seatMichael Linse· per SEC Form D · $59M raise · filed Jul 2016
Co-investorsBMW i VenturesBraemar Energy VenturesClearvision VenturesConstellation Technology VenturesEstag CapitalF4 Ventures+7 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 Capital
Revolutionizing space technology to make life multi-planetary
Hawthorne, US
Elon Musk(Founder, CEO & Chief Engineer)inBret Johnsen(Executive Officer)inGwynne Shotwell(Executive Officer, Director)
BoardAntonio Gracias(Director)inSteve Jurvetson(Director)inDonald Harrison(Director)
Co-investors1/1 Capital137 Ventures2080 Ventures4DX Ventures7BC Venture CapitalA*+150 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
Taner Ozcelik(CEO / Board Member)inSteven Pho(CFO)
Co-investorsCatapult VenturesNew Enterprise Associates (NEA)S3 VenturesAtreides ManagementDCVC (Data Collective)Lockheed Martin Ventures+12 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)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 DigitalBalerion Space VenturesBanner VCBasecamp Fund+14 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)
BoardRob Johnson(Director)Michael Smith(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+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(CEO)inAbe Bachrach(CTO)Abraham Bachrach(Co-founder & CTO)inMatt Donahoe(Co-founder)in
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+8 more
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-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)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 PerkinsSilverton Partners
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-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-investorsVela PartnersY CombinatorHearst VenturesLightbankMatter Venture PartnersRiverwood Capital+2 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)inErik Palitsch(CEO)inTasso Lappas(Chief Scientific Officer)in
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)
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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
BoardSpencer Foust(Director)in
Co-investorsSozo VenturesAvenir Growth CapitalEvolution VC PartnersIndustrious VenturesMatter Venture PartnersAvenir+2 more
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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
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)in
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(Co-founder)inDelian Asparouhov(Co-founder)in
Co-investorsAlso CapitalCaffeinated CapitalFounders FundKhosla VenturesLux CapitalGeneral Catalyst+25 more
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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-investorsAlumni VenturesBeyond Earth VenturesEmerald Technology Ventures AgHitachi VenturesLOWERCARBONLowercarbon Capital+3 more
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)inHans Robertson(Director)inBenjamin Bercovitz(Executive Officer, Director)inJames Ren(Executive Officer)inTim Wilcox(Executive Officer)in
BoardBill Trenchard(Director)in
Co-investorsAlkeon InnovationCapitalGDepth VenturesFelicis VenturesFifth Down CapitalFirst Round Capital+14 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+5 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
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
AmcaOnodrim 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 · 3
3 IPOsChargePointNYSE: CHPTChargePointNYSE: CHPTSpace XNASDAQ: SPCX
Portfolio news
latest coverage across their companies
Space X · techcrunch.com · Sep 16, 2026
ChargePoint · finance.yahoo.com · Sep 7, 2026
Greycroft · startuphub.ai · Aug 20, 2026
Thea Energy · energynews.pro · Aug 19, 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 28 tracked investments, 3 of which have exited, including 6 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 103 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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