/Investor DB

Steel Atlas

Venture capitalActively deploying

New York · Pre-Seed–Seed · 3 people tracked

Also known as STEEL ATLAS MANAGEMENT INC

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Investment thesis

Steel Atlas invests in technologies enabling economic resilience across the industrial value stack, operating on the belief that an increasingly volatile world makes resilience-enabling companies positioned for outsized returns. The firm focuses on industrials spanning power (including nuclear and critical mineral-free batteries), movement/supply-chain visibility, and building/manufacturing, using a research-grounded, quantitative approach to assess vulnerability to volatility and opportunity size. Themes include nuclear infrastructure, supply chain resilience, waste valorization, hydrogen, critical minerals, and AI applied to industrial workflows. It is supported by a global network of industrial conglomerates and concentrates each fund on around ten companies.

Source: firm website, verified Sep 29, 2026.

Stage
Pre-Seed–Seed
HQ
New York, US
Leads rounds
Leads
Instruments
Equity
Founded
2025
Last 12 months
1 investment
Private fund assets
$36.5M
VC funds
2
Tracked investments
19

Team · 3 people

from the firm's website

What they invest in

from 11 of 19 portfolio companies

Cleantech ×5Construction Tech ×4Deep Tech ×4Energy ×4AI & Machine Learning ×3Hardware ×3New Materials ×3Climate Tech ×2

HQs:United States×10Switzerland×1

Who they back

founder profiles across 9 portfolio companies
44%
solo founders
4 of 9 mapped founding teams

Founding team size:solo founder×42 founders×33 founders×14+ founders×1

Investments · 19 tracked

founders shown can be your intro path

By year:2026 · 12025 · 22024 · 12021 · 15 dated

GenLogsgenlogs.ioin𝕏Jan 2025

GenLogs provides truck intelligence through roadside sensors, satellites, and data integration, serving brokers, shippers, law enforcement, and finance companies with real-time visibility on motor carriers across America.

Data & InfrastructureLogistics & Supply ChainArlington, US

Ryan Joyce(Founder)inJoseph Sherman(Executive Officer, Director)Sherman Sherman(Executive Officer, Director)Blake Balch(Founder)Joe Sherman(Founder)

BoardMorgan Hitzig(Director)in

Board seatTalal Attieh· per SEC Form D

Co-investorsAutotech VenturesBattery VenturesCathay InnovationHeartland VenturesHeartland Ventures S7HOF Capital+6 more

ALICE Technologiesalicetechnologies.comin

ALICE Technologies offers a construction "optioneering" platform that uses AI to help general contractors create, explore, and update construction schedules to reduce risk, cost, and build time.

AI & Machine LearningConstruction TechSaaSSan Francisco, US

René Morkos(Founder)in

Co-investorsCreative VenturesBlackhorn VenturesBrick Mortar VenturesFuture VenturesGRIDS CapitalJLL Spark Global Ventures+8 more

Cuby Technologiescubytechnologies.com

Cuby Technologies is a full-stack technology company that develops hardware and software for building homes.

Advanced ManufacturingConstruction TechHardwareSector AgnosticNew York, US

Aleh Kandrashou(Executive Officer, Director)inAleksandr Gampel(Executive Officer, Director)in

BoardAbdo Hajj(Director)inLiang-Yu Chi(Director)

Co-investorsAt One VenturesFOG VenturesType One Ventures

Group1group1.aiin𝕏

Group1 develops potassium-ion battery technology, focusing on electrochemistry and interfacial science to deliver high-power and safer energy storage solutions.

CleantechDeep TechEnergyHardwareNew Materials

Alexander L. GirauKeith J. Stevenson(Advisory Board Member)

Co-investorsDeep FutureImpatient VenturesWinklevoss Capital

Hanoverparkhanoverpark.comin𝕏

Hanover Park is an AI-native fund administrator that combines automated services with software for investment firms, handling tasks such as bill processing, evidence collection, investment updates, LP responses, and KPI reconciliation.

AI & Machine LearningFintechSaaSNew York City, US

Chris Hladczuk(Founder)inNick Puljic(Founder)

Co-investorsBackwards CapitalGV (Google Ventures)Harpoon VenturesSINEWAVE VENTURESStrawberry Creek VenturesBanana Capital+3 more

Quartermasterquartermaster.usin

Quartermaster provides maritime intelligence by deploying SmartMast visual and signal monitoring systems on vessels to create a distributed network for global maritime awareness and vessel tracking.

AI & Machine LearningData & InfrastructureDefense TechIoTArlington, US

Neil Sobin(Founder)

BoardWilliam Trenchard(Director)inNick Sinai(Director)

Co-investorsTMVFirst Round CapitalQuiet Capital

Steelatlas Portalsteelatlas-portal.com

Steel Atlas operates a portal providing access to investment memos, operating models, quarterly reports, and portfolio updates, along with an interactive timeline of investments and fund events.

Strong By Formstrongbyform.comin

Strong by Form develops technology that allows timber to compete with traditional construction materials, aimed at reducing the carbon footprint of the built environment.

CleantechClimate TechConstruction TechNew Materials

Andres Mitnik(Founder)in

Co-investorsSavia VenturesTeampact.venturesVX VenturesClimentum CapitalCMPC Ventures

sublimesublime-systems.cominApr 2021

Sublime Systems develops an energy-saving, carbon-reducing process for manufacturing cement from previously inaccessible minerals.

CleantechClimate TechConstruction TechNew MaterialsBoston, US

Leah Ellis(Founder)inYet-Ming Chiang(Founder)inRob Davies(Chief Executive Officer)in

BoardKatie Rae(Director)inJohanna Wolfson(Director)in

Co-investorsAzolla VenturesCongruent VenturesCRH VenturesEnergy Impact PartnersKhosla VenturesLowercarbon Capital+4 more

Transmutextransmutex.cominJan 2024

Transmutex develops accelerator-powered technology that converts nuclear waste into clean energy and produces medical radioisotopes.

Deep TechEnergyMedical DevicesVernier (Geneva), CH

Franklin Servan-Schreiber(Founder & CEO)in

Co-investors4see VenturesAlleyCorpAt One VenturesHCVCUnion Square Ventures (USV)Verve Ventures+4 more

Valar Atomicsvalaratomics.comin𝕏

Valar Atomics is developing and scaling high-temperature gas nuclear reactors for grid-independent applications including hydrogen production, data center power, and clean hydrocarbon fuel production.

CleantechDeep TechEnergySan Rafael, US

Isaiah Taylor(Founder)in

Co-investorsAlleyCorpAlumni VenturesARA NEA Ventures (Brand: Dmz.Xyz)Balaji SrinivasanBalerion Space VenturesBVVC+23 more

Zeno Power Systemszenopower.comin𝕏Jan 2025

Zeno develops nuclear batteries that convert heat from decaying radioisotopes into electricity for extended-duration applications in space and deep-sea environments where conventional power sources are inadequate.

CleantechDeep TechDefense TechEnergyHardwareSpace TechArlington, US

Jonathan Segal(Founder)inTyler Bernstein(Founder)inJake Matthews(Founder)

BoardArjun Sethi(Director)inSam Rohr(Director)John M. Richardson(Director)

Co-investors7percent VenturesAIN VenturesAlumni VenturesBalerion Space VenturesBeyond Earth VenturesDCVC (Data Collective)+17 more

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Construction PhysicsFramework AutomationHedralJoyxODINSteelatlasfundoneSubstrate Industries

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has Steel Atlas made?
Steel Atlas has 19 tracked investments, including 3 dated in the last 24 months.
What stage does Steel Atlas invest at?
Steel Atlas invests at the Pre-Seed, Seed stages.
What sectors does Steel Atlas focus on?
Steel Atlas focuses on Advanced Manufacturing, AI & Machine Learning, Cleantech, Climate Tech, Construction Tech, Deep Tech, Defense Tech, Energy, Hardware, Logistics & Supply Chain, New Materials, Robotics, Space Tech.
Where is Steel Atlas located?
Steel Atlas is headquartered in New York, US.
Does Steel Atlas lead rounds?
Yes, Steel Atlas leads investment rounds.
Who does Steel Atlas co-invest with?
Steel Atlas most often shares deals with AlleyCorp, At One Ventures, Balerion Space Ventures, among 89 tracked co-investors.

Images

Steel Atlas photoSteel Atlas photoSteel Atlas photo

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