Steel Atlas
Venture capitalActively deployingNew York · Pre-Seed–Growth · 3 people tracked
Also known as STEEL ATLAS MANAGEMENT INC
Investment thesis
Steel Atlas invests in technologies that enable economic resilience across the industrial value stack, operating on the belief that an increasingly volatile world will reward companies deploying resilience-enabling technologies with outsized returns. The firm focuses on industrials, including areas such as waste valorization, critical minerals, nuclear infrastructure, hydrogen, supply chain resilience, and AI applied to hardware and services. Investment decisions are informed by a quantitative framework assessing vulnerability to volatility and corresponding opportunity size, combined with a portfolio construction approach balancing 'earthshots' and 'moonshots.' The fund has co-led significant rounds, including a $23.2M investment in nuclear infrastructure company Transmutex.
Source: firm website, verified Aug 3, 2026.
Team · 3 people
from the firm's website
What they invest in
from 5 of 11 portfolio companiesConstruction Tech ×2AI & Machine Learning ×1Cleantech ×1Climate Tech ×1Data & Infrastructure ×1Deep Tech ×1Energy ×1Hardware ×1
HQs:United States×4
Investments · 11 tracked
founders shown can be your intro pathGenLogs 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(Executive Officer, Director)Joseph Sherman(Executive Officer, Director)Sherman Sherman(Executive Officer, Director)
BoardMorgan Hitzig(Director)
Board seatTalal Attieh· per SEC Form D · $17.5M raise · filed Jan 2025
ALICE is an AI-powered construction scheduling software that optimizes project schedules, mitigates risks, and enables rapid scenario simulation for owners, contractors, and consultants across industrial, infrastructure, and commercial construction projects.
AI & Machine LearningConstruction TechSan Francisco, US
Rene Morkos(Executive Officer, Director, Promoter)
Cuby Technologies is a full-stack technology company that develops scalable hardware and software solutions.
HardwareSector AgnosticNew York, US
Aleh Kandrashou(Executive Officer, Director)Abdo Hajj(Director)Liang-Yu Chi(Director)Aleksandr Gampel(Executive Officer, Director)
Transmutex develops accelerator-powered technology that converts nuclear waste into clean energy and produces medical radioisotopes.
Deep TechEnergyMedical Devices
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.
Frequently asked questions
- What stage does Steel Atlas invest at?
- Steel Atlas invests at the Pre-Seed, Seed, Series A, Growth stages.
- What sectors does Steel Atlas focus on?
- Steel Atlas focuses on Advanced Manufacturing, AI & Machine Learning, Cleantech, Climate Tech, Deep Tech, Energy, Hardware, Logistics & Supply Chain, New Materials.
- Where is Steel Atlas located?
- Steel Atlas is headquartered in New York, US.
- Does Steel Atlas lead rounds?
- Yes, Steel Atlas leads investment rounds.
Images
Similar investors
Carat Venture Partners is a deep-tech venture capital firm that invests in and partners with startups and large brands to build sustainable industrial technologies.
VenturEast is one of India's longest-standing venture capital fund managers, investing since 1997 and managing over $325 million across more than 100 investments in technology, healthcare, and clean environment.
Amplitude Ventures is a Canadian healthcare venture capital firm focused on precision medicine, founded by former BDC partners Dion Madsen and Jean-François Pariseau. BDC Capital is an investor in its Fund I.
Avesta Fund is an early-stage venture firm backing software-first companies solving bottlenecks across compute, energy, and industrial infrastructure in the AI era.
Unruly Capital is a venture firm that backs founders working on ideas that seem too early or unconventional but are expected to become mainstream within a decade, focusing on frontier technology themes.