Transition
Venture capitalLondon · Seed–Series A · 18 people tracked
Also known as TRANSITION GLOBAL MANAGEMENT LIMITED
Investment thesis
Transition invests in founders building generational, full-stack companies that combine hardware, software, and frontier science to reshape the physical world. The firm believes the defining companies of the coming century will 'mold atoms, not just bits,' spanning AI, frontier science, new energy, and robotics. It backs pragmatic, principled founders early, before success is obvious, offering deep partnership through complexity. Transition runs a concentrated portfolio in which every founder receives support from the full team. Its partners are former founders and operators who have scaled billion-dollar companies, and they emphasize showing up with care, conviction, and hands-on involvement in building companies in the real world.
Source: firm website, verified Aug 11, 2026.
Team · 18 people
from the firm's website & public directories
What they invest in
from 1 of 8 portfolio companiesAI & Machine Learning ×1Deep Tech ×1Semiconductors ×1
Investments · 8 tracked
founders shown can be your intro pathBuilds vertically integrated modular nuclear plants delivering firm, clean baseload power for data centers and heavy industry.
Builds AI, robotics, and autonomy for firefighting, starting with an autonomous rapid-response fire suppression drone system.
AI-driven industrial energy optimization platform for heavy industry to cut energy costs and support grid balancing.
Portfolio news
latest coverage across their companiesOlix · trysignalbase.com · Feb 11, 2026
Frequently asked questions
- What stage does Transition invest at?
- Transition invests at the Seed, Series A stages.
- What sectors does Transition focus on?
- Transition focuses on Advanced Manufacturing, AI & Machine Learning, Cleantech, Climate Tech, Deep Tech, Energy, Hardware, Mobility & Transportation, New Materials, Robotics, SaaS.
- Where is Transition located?
- Transition is headquartered in London, GB.
- Does Transition lead rounds?
- Transition typically participates in rounds rather than leading them.
Media · Podcasts & interviews
featuring the teamThe Inevitable Transition | David Helgason (Transition) with Nico Rosberg (Rosberg Ventures)
Slush · David Helgason
Climate Investing with David Helgason, Transition - My Climate Journey #podcast
MCJ · David Helgason
Images
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