Lobster Capital
Venture capitalActively deployingSan Francisco Β· SeedβSeries B
Investment thesis
Lobster Capital identifies and backs exceptional Y Combinator companies showing strong customer traction, clear paths to efficient growth, and teams with unique insights and relentless execution capability. The fund leverages a decade of pattern recognition within the Y Combinator ecosystem to focus on the top 2% of startups, filtering out batch noise and competitive deal dynamics. The strategy provides allocators disciplined exposure to what the firm views as the world's most valuable startup ecosystem.
Source: firm website, verified Jul 21, 2026.
What they invest in
from 42 of 88 portfolio companiesAI & Machine Learning Γ28Enterprise Software Γ21SaaS Γ13Fintech Γ10Advanced Manufacturing Γ7Data & Infrastructure Γ7Healthtech Γ6Consumer Γ5
HQs:United StatesΓ35United KingdomΓ2NetherlandsΓ1
Investments Β· showing 60 of 88
founders shown can be your intro patha0.dev provides a platform that generates React Native projects to accelerate mobile app development for developers. The service aims to reduce typical development timelines by automating project scaffolding and boilerplate code generation.
AI & Machine LearningDeveloper ToolsEnterprise SoftwareSan Francisco, US
Building satellites to create a real-time 3D map of the world.
Array Labs develops radar technology for aerospace and other leading industries. The company focuses on systems engineering, software development, and radar systems innovation.
Advanced ManufacturingDeep TechDefense TechHardwareSpace TechSan Francisco, US
The authentication framework for TypeScript.
Better Auth is an open-source authentication framework for TypeScript applications that provides composable, plugin-based authentication with support for multiple methods including credential auth, social sign-on, passkeys, and enterprise features. It serves developers building consumer and enterprise applications across various frameworks including Next.js, Nuxt, and SvelteKit.
CybersecurityDeveloper ToolsEnterprise SoftwareSaaSSan Francisco, US
Bereket Engida(Founder)in
Real-world healthcare datasets to post-train frontier AI on clinical tasks.
BioStack provides a platform for bioinformatics and experimental science that integrates biological insights with computational technology. The platform serves researchers and scientists working in modern biology and life sciences research.
AI & Machine LearningBiotechData & InfrastructureHealthtechSan Francisco, US
A single payment platform for EV drivers and fleets.
CrustData provides real-time company and people data through APIs and integrations, helping users identify early signals of activity within organizations. The platform serves businesses and researchers who need current intelligence on company changes, hiring, and launches.
AI & Machine LearningData & InfrastructureEnterprise SoftwareSaaSSales TechSan Francisco, US
Abhilash Chowdhary(Co-founder and CEO)inManmohit Grewal(Founder)inChris Pisarski(Founder)in
Real-time B2B data via simple APIs.
Didit provides identity verification and KYC/KYB infrastructure for organizations worldwide, offering a programmable API with real-time fraud detection, deepfake protection, and support for 48+ languages. The platform is designed for regulated financial institutions, marketplaces, and access-control systems.
CybersecurityData & InfrastructureEnterprise SoftwareFintechSan Francisco, US
Identity platform for fast human verification.
FinalDose develops a programmable DNA-targeting molecule designed to recognize and destroy cells carrying specific genetic sequences, with initial applications in oncology across cancer types.
AI & Machine LearningBiotechHealthtechLondon, GB
Li-Yao Huang(Founder)inSteven Lin(Founder)inJeff Liu(Founder)in
Flywheel AI provides remote operation systems for excavators and construction equipment, enabling operators to control multiple machines or sites from a distance while improving site safety and productivity.
Advanced ManufacturingAI & Machine LearningConstruction TechHardwareRoboticsSan Francisco, US
Jash Mota(Founder/CEO)in
Harper Insure is an insurance broker that uses data analytics and human expertise to match commercial clients with appropriate insurance carriers and coverage. The platform serves businesses across industries including tech, construction, trucking, and aerospace, offering policies for liability, vehicle, property, cyber, and specialty coverage.
AI & Machine LearningFintechInsurTechSan Francisco, US
AI-native commercial insurance brokerage.
Inversion Semiconductor develops next-generation semiconductor lithography equipment based on miniaturized particle accelerators that increase transistor density and improve chip manufacturing precision. The platform enables semiconductor fabricators to scale transistor production toward physical limits while improving throughput and uniformity in advanced chip production.
Advanced ManufacturingDeep TechHardwareRoboticsSemiconductorsSan Francisco, US
Manufacturing the most powerful chips, 15x faster.
A service that automatically generates and launches multiple customized landing pages for businesses, tailored to different campaigns and use cases to improve conversion rates and search visibility.
AI & Machine LearningDeveloper ToolsEnterprise SoftwareSan Francisco, US
Samraaj Bath(Founder)in
AI that creates & tests 100s of landing pages for your product.
Simulation software used by leading battery and automotive companies.
Ionworks provides a Battery Simulation OS that combines physics-based electrochemical modeling with machine learning for battery R&D. The platform turns cycler data into validated models and generates labeled datasets for ML methods, serving cell makers, OEMs, and battery researchers.
Advanced ManufacturingAI & Machine LearningCleantechDeep TechEnergySaaS
<UNKNOWN>Weilong AiSam CooperNed Stetson
pap automates the identification and collection of refunds and compensation owed to consumers across retail price drops, flight delays or cancellations, and class-action lawsuits, requiring only email authorization to operate on the user's behalf.
AI & Machine LearningConsumerFintechSan Francisco, US
Kamal Nahas(Co-Founder, CEO)inAnthony Rassi(Co-Founder, COO)inWeijie Wang(Founder)in
Pediatric digital therapeutic for the +100M families in the US.
Joon is a mobile app that helps children ages 6-12 build executive functioning and positive habits through gamified task management, targeting parents seeking to reduce behavioral friction around chores, homework, and daily routines.
ConsumerHealthtechWellness & FitnessSan Francisco, US
Isaac Eaves(Founder)inBrad Brenner(Founder)inKevin Bunarjo(Founder)in
Juno is an AI health assistant that helps people with chronic illness track symptoms, identify patterns, and create reports for medical appointments, based on university research and user feedback from over 1,000 patients.
AI & Machine LearningDigital HealthHealthtechWellness & FitnessSan Francisco, US
AI health assistant for people living with severe chronic illness.
Keye is an AI-powered due diligence platform that transforms raw deal files and financial data into structured, actionable insights for private equity investors. The platform performs calculations and analysis to accelerate deal evaluation and decision-making.
AI & Machine LearningEnterprise SoftwareFintechNew York City, US
Rohan Parikh(Founder)inConor Brown(Founder)inLalit Lal(Cofounder, CTO)in
LunaBill provides AI automation software for hospital billing teams to manage denied claims and patient revenue cycles. The system replaces manual phone-based claim status inquiries with automated retrieval, serving health systems and RCM companies.
AI & Machine LearningEnterprise SoftwareHealthtechSaaSSan Francisco, US
Suhail Parry(Cofounder and CEO)inDavid Day(Founder)in<UNKNOWN>(<UNKNOWN>)
AI Voice callers for healthcare billing teams.
Transform scientific data into discoveries.
MantleBio provides a data management and analytics platform designed for biotech researchers and scientific teams. The platform integrates biological data, enables advanced bioinformatics analysis, and accelerates drug development and genomics research workflows.
BiotechData & InfrastructureEnterprise SoftwareSaaS
Emily Damato(Founder)inMadeline Schade(Founder)inEmilyMadeline
Consumer focus groups run by AI.
OneText provides SMS marketing software with text-to-buy functionality, AI-powered product recommendations, and live concierge support for ecommerce brands. The platform integrates with major ecommerce and marketing platforms to drive incremental revenue through conversational messaging and direct purchase capabilities.
E-commerceFintechMarketing TechSaaSSan Francisco, US
Frictionless payments via SMS.
Orange Slice automates sales tasks using AI agents that identify prospects, enrich them with data from web research, and execute revenue workflows including CRM syncs and email outreach. The platform serves sales and revenue teams at SaaS companies and enterprises.
AI & Machine LearningEnterprise SoftwareSaaSSales TechSan Francisco, US
Vihaar Nandigala(Founder)in
Agentic sales enrichment spreadsheet.
Programmable CRISPR drug that targets and kills cancer cells by their DNA signature.
Panta is an insurance broker that specializes in placing commercial insurance for construction, logistics, and manufacturing firms, including high-hazard work that traditional brokers decline. The company offers general liability, property, auto, workers' compensation, cyber, and specialty coverage with a data-driven underwriting approach.
Enterprise SoftwareFintechInsurTechSan Francisco, US
Medical Voice Agents for Patient Management.
Perfectly is an AI-native recruiting agency that automates candidate sourcing, outreach, and coordination for startup hiring teams. The system uses machine learning to identify and contact candidates, learning from feedback to improve over time.
AI & Machine LearningEnterprise SoftwareHR TechSan Francisco, US
Victor Luo(Founder)inZhuang (Gary) Luo(Founder)inHuimin Xie(Co-Founder)in
America's Golden Dome for Drones.
Perseus Defense builds autonomous defense systems. The company focuses on next-generation autonomous technologies for defense applications.
Advanced ManufacturingAI & Machine LearningDefense TechHardwareRoboticsAustin, US
Jason Cornelius(Co-founder & CEO)inSteve Messinger(Founder)in
Pocket is a wearable AI device with accompanying app that captures voice conversations and thoughts, then uses AI models to transcribe, summarize, generate action items, and create mind maps. It serves professionals, creators, and founders who want to record and organize their thoughts hands-free.
AI & Machine LearningConsumerHardwareSan Francisco, US
AI Time Platform for Law Firms.
PointOne automates administrative and time-tracking tasks for large law firms to improve operational efficiency. The company provides data insights to help legal firms make data-driven decisions around staffing, pricing, and innovation as the industry adapts to AI.
AI & Machine LearningData & InfrastructureEnterprise SoftwareLegalTechSaaSNew York City, US
Katon Luaces(Co-Founder & CEO)inJeremy Ben-Meir(Co-Founder & CTO)inAntoine Toussaint(Senior Software Engineer)Billy Ramundo(Software Engineer)
Frequently asked questions
- What stage does Lobster Capital invest at?
- Lobster Capital invests at the Seed, Series A, Series B stages.
- What sectors does Lobster Capital focus on?
- Lobster Capital focuses on Sector Agnostic.
- Where is Lobster Capital located?
- Lobster Capital is headquartered in San Francisco, US.
- Does Lobster Capital lead rounds?
- Lobster Capital typically participates in rounds rather than leading them.
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