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 25, 2026.
Team · 3 people
from the firm's website
What they invest in
from 7 of 11 portfolio companiesConstruction Tech ×4AI & Machine Learning ×2Cleantech ×2New Materials ×2SaaS ×2Advanced Manufacturing ×1Climate Tech ×1Data & Infrastructure ×1
HQs:United States×5
Investments · 11 tracked
founders shown can be your intro pathBy year:2025 · 12024 · 12 dated
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(Executive Officer, Director)Joseph Sherman(Executive Officer, Director)Sherman Sherman(Executive Officer, Director)
BoardMorgan Hitzig(Director)in
Board seatTalal Attieh· per SEC Form D · $17.5M raise · filed Jan 2025
Co-investorsAutotech VenturesBattery VenturesCathay InnovationHeartland VenturesHeartland Ventures S7HOF Capital+5 more
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
Rene Morkos(Executive Officer, Director, Promoter)René Morkos(Founder)René Morkos, Ph.D.(Founder)in
Co-investorsCreative VenturesBlackhorn VenturesBrick Mortar VenturesFuture VenturesGRIDS CapitalJLL Spark Global Ventures+6 more
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)Aleksandr Gampel(Executive Officer, Director)
BoardAbdo Hajj(Director)inLiang-Yu Chi(Director)
Co-investorsAt One VenturesType One Ventures
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)
Co-investorsBackwards CapitalHarpoon VenturesBanana CapitalSusa Ventures
Strong by Form develops Woodflow, a biomimetic timber technology combining digital fabrication and computational design to produce lightweight, carbon-negative wood components that substitute for steel, concrete, and aluminum.
CleantechConstruction TechNew Materials
Co-investorsTeampact.venturesVX VenturesCMPC Ventures
Sublime Systems develops an energy-saving, carbon-reducing process for manufacturing cement from previously inaccessible minerals.
CleantechClimate TechConstruction TechNew MaterialsBoston, US
Leah Ellis(Co-founder)inYet-Ming Chiang(Co-founder)in
Co-investorsAzolla VenturesCongruent VenturesEnergy Impact PartnersLOWERCARBONLowercarbon CapitalPrime Impact Fund+3 more
Transmutex develops accelerator-powered technology that converts nuclear waste into clean energy and produces medical radioisotopes.
Deep TechEnergyMedical Devices
Co-investors4see VenturesAlleyCorpAt One VenturesHCVCUnion Square Ventures (USV)Verve Ventures+4 more
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.
Portfolio news
latest coverage across their companiessublime · finance.yahoo.com · Mar 12, 2026
Transmutex · s-ge.com · Nov 4, 2025
Cuby Technologies · castleplacement.com · Sep 11, 2025
Frequently asked questions
- How many investments has Steel Atlas made?
- Steel Atlas has 10 tracked investments.
- 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.
- Who does Steel Atlas co-invest with?
- Steel Atlas most often shares deals with At One Ventures, AlleyCorp, Congruent Ventures, among 29 tracked co-investors.
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