/Investor DB

Linse Capital — Full Portfolio

29 tracked investments · listed companies and verified rows first

Charge Pointchargepoint.comin𝕏NYSE: CHPTApr 2016

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

ChargePointcoulombtech.comin𝕏NYSE: CHPT

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

SpaceXspacex.comNASDAQ: SPCX

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+211 more

Valens (NYSE: VLN)valens.comin𝕏NYSE: VLNNov 2018

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 AImythic.aiin𝕏✓ verified

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 Spaceimpulsespace.comin𝕏Apr 2026 · $500M

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+28 more

Proterraproterra.comJun 2015SEC filingmedium confidence

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

Redaptiveredaptiveinc.comin𝕏Mar 2020

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

Skydioskydio.cominMar 2022

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

Telogis, Inc.telogis.com𝕏Apr 2015SEC filingmedium confidence

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

uShipuship.comin𝕏Feb 2017SEC filingmedium confidence

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

AMCAamca.com

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

Dockdock.usinDec 2025 · $42M

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

Docktrydock.ai𝕏Dec 2025 · $42M

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

Freeformfreeform.coin𝕏Feb 2026 · $67M

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

Greycroftgreycroft.comin𝕏Jan 2026 · $100M

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-investorsRenaissance Venture CapitalAMD VenturesAndreessen HorowitzCRV (Charles River Ventures)DCVC (Data Collective)Emergence Capital Partners+11 more

Kargokargo.aiinDec 2025 · $42M

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

Lacelace.aiin𝕏Mar 2026 · $40M

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 Lithographylacelithography.comin

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 Energythea.energyin𝕏

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 Space Industriesvarda.comin𝕏

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+37 more

Verkadaverkada.comin𝕏Sep 2026

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+19 more

Waabiwaabi.aiin𝕏Jan 2026

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

Wayvewayve.aiin𝕏Jan 2022 · $200M

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+20 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.