Lobster Capital
Venture capitalActively deployingSan Francisco Β· Pre-SeedβSeries B
Also known as LOBSTER CAPITAL, LLC
Investment thesis
Lobster Capital backs Y Combinator companies exclusively, drawing on roughly a decade inside the network to identify partners, patterns, and founders before rounds become competitive. Rather than chasing the full demo day list, the firm concentrates on the rare companies showing real customer traction, clear paths to efficient growth and market expansion, and teams with unique insight and relentless execution. It positions itself as a disciplined, single line of access into the top 2% of YC for a select group of limited partners, publishing its research, deal breakdowns, and YC analysis openly. Introductions to become an LP are taken on a rolling basis.
Source: firm website, verified Aug 3, 2026.
What they invest in
from 42 of 50 portfolio companiesAI & Machine Learning Γ28Enterprise Software Γ21SaaS Γ13Fintech Γ10Advanced Manufacturing Γ7Data & Infrastructure Γ7Hardware Γ6Healthtech Γ6
HQs:United StatesΓ35United KingdomΓ2NetherlandsΓ1
Investments Β· 50 tracked
founders shown can be your intro path
Array Labs develops radar technology for aerospace and other leading industries.
Advanced ManufacturingDeep TechDefense TechHardwareSpace TechSan Francisco, US
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.
CybersecurityDeveloper ToolsEnterprise SoftwareSaaSSan Francisco, US
Bereket Engida(Founder)in
BioStack provides a platform for bioinformatics and experimental science that integrates biological insights with computational technology.
AI & Machine LearningBiotechData & InfrastructureHealthtechSan Francisco, US
CrustData provides real-time company and people data through APIs and integrations, helping users identify early signals of activity within organizations.
AI & Machine LearningData & InfrastructureEnterprise SoftwareSaaSSales TechSan Francisco, US
Abhilash Chowdhary(Co-founder and CEO)inManmohit Grewal(Founder)inChris Pisarski(Founder)in
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.
CybersecurityData & InfrastructureEnterprise SoftwareFintechSan Francisco, US
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
Inversion Semiconductor develops next-generation semiconductor lithography equipment based on miniaturized particle accelerators that increase transistor density and improve chip manufacturing precision.
Advanced ManufacturingDeep TechHardwareRoboticsSemiconductorsSan Francisco, US
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
Ionworks provides a Battery Simulation OS that combines physics-based electrochemical modeling with machine learning for battery R&D.
Advanced ManufacturingAI & Machine LearningCleantechDeep TechEnergySaaS
Valentin Sulzer(Founder)inRob Timms(Founder)inWeilong AiSam CooperFerran Brosa Planella
BoardNed Stetson
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
Keye is an AI-powered due diligence platform that transforms raw deal files and financial data into structured, actionable insights for private equity investors.
AI & Machine LearningEnterprise SoftwareFintechNew York City, US
Rohan Parikh(Founder)inConor Brown(Founder)inLalit Lal(Cofounder, CTO)in
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.
AI & Machine LearningEnterprise SoftwareSaaSSales TechSan Francisco, US
Vihaar Nandigala(Founder)in
Programmable CRISPR drug that targets and kills cancer cells by their DNA signature.
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
Medical Voice Agents for Patient Management.
Perseus Defense builds autonomous defense systems.
Advanced ManufacturingAI & Machine LearningDefense TechHardwareRoboticsAustin, US
Jason Cornelius(Co-founder & CEO)inSteve Messinger(Founder)in
Revamp AI provides email marketing personalization and engagement tools for e-commerce businesses, enabling revenue optimization through AI-driven customer communication strategies.
AI & Machine LearningData & InfrastructureE-commerceEnterprise SoftwareMarketing TechSan Francisco, US
Stephen Campbell(Founder)in
Scalar Field is an AI trading platform that provides market research, backtesting, and trading agents connected to brokerages for execution across equities, options, prediction markets, and pre-IPO securities.
AI & Machine LearningFintech
SellRaze is a mobile application that enables secondhand sellers to create product listings quickly across multiple online marketplaces (eBay, Poshmark, Depop, Mercari) using AI-powered tools for pricing and inventory tracking.
AI & Machine LearningConsumerE-commerceMarketing TechMarketplacesSaaSSan Francisco, US
Resolve debt collection lawsuits
Sync provides AI lipsync software that lets video creators record content once and then digitally modify their mouth movements and speech in post-production, eliminating the need for multiple takes or re-recordings.
Enterprise SoftwareSan Francisco, US
Prady Modukuru(Founder)inPrajwal K R(Founder & Chief Scientist)inRudrabha Mukhopadhyay(Founder)inPavan Reddy(Founder)in
Synphony provides AI and robotics software for building and deploying robotic systems in real-world environments, serving robotics teams and operators who need to integrate autonomous systems into physical workflows.
Advanced ManufacturingAI & Machine LearningRoboticsSan Francisco, US
Creating genre-defining multiplayer VR games.
Voxel Energy designs and deploys data centers using modular prefabricated systems with on-site power generation and storage, reducing construction timelines from years to months.
Advanced ManufacturingAI & Machine LearningCloud ComputingConstruction TechEnergyHardware
Casey Spencer(Founder)inMax Pfeiffer(Founder)inEvan Schmidt(Founder)in
ZeroEntropy develops specialized machine learning models for search and retrieval-augmented generation (RAG) pipelines, offering rerankers, embeddings, and fine-tuned models for production AI systems.
AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise SoftwareSaaSSan Francisco, US
Frequently asked questions
- What stage does Lobster Capital invest at?
- Lobster Capital invests at the Pre-Seed, 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.
Media Β· Podcasts & interviews
from their channelSam Altman Is Betting on a One-Person Billion-Dollar Company
Lobster Capital
Is HF0 better than YC?
Lobster Capital
Silicon Valley Has a Zombie Problem
Lobster Capital
Is YCβs Fastest Growing Startup Legit?
Lobster Capital
I Have One Week to Raise a $50M Fund
Lobster Capital
Why 80% of AI Startups Are Building the Wrong Thing
Lobster Capital
Images
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