🦊/Investors

Transition

Venture capital

London · Seed–Series A · 18 people tracked

Also known as TRANSITION GLOBAL MANAGEMENT LIMITED

Find your way into Transition

1,935 people in our graph share verified history with the Transition team — schools, employers, funds. One of them is your warm intro.

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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 Sep 15, 2026.

Stage
Seed–Series A
HQ
London, GB
Leads rounds
Follows
Instruments
Equity
Founded
2021
Last 12 months
2 investments
Private fund assets
$189M
VC funds
2
Tracked investments
12

Team · 18 people

from the firm's website & public directories

Founder mafia

2 people who came through Transition went on to found or lead other companies.

What they invest in

from 6 of 12 portfolio companies

Energy ×4AI & Machine Learning ×3Cleantech ×3Deep Tech ×2Mobility & Transportation ×2Circular Economy ×1Climate Tech ×1Data & Infrastructure ×1

HQs:France×1United Kingdom×1India×1Sweden×1United States×1

Investments · 12 tracked

founders shown can be your intro path

By year:2026 · 22024 · 13 dated

Applied Atomicsapplied-atomics.cominMar 2026 · $8M

Applied Atomics develops space launch and test infrastructure for commercial rocket companies.

Deep TechEnergyHardwareSpace TechAnchorage, US

Ben Kellie(CEO)inPaul Keutelian(Executive Officer, Director)inMark Lambert(Executive Officer, Director)in

Co-investorsAlpaca VCCorigin VenturesUnruly Capital

Applied Atomicswixsite.comMar 2026 · $8M

Applied Atomics develops, builds and operates 100 MW-1 GW light-water nuclear plants co-located with industrial customers.

Ben Kellie(Founder)in

Co-investorsApollo Informal InvestmentElevate VenturesHEC Paris IncubatorInnovation UBCInventures Investment PartnersLotte Ventures+7 more

Electricity Mapselectricitymaps.comMay 2024

Electricity Maps builds a real-time electricity data platform that provides granular carbon emissions data to help organizations decarbonize their energy usage.

AI & Machine LearningCleantechClimate TechData & InfrastructureEnergySaaS

Olivier Corradi(Founder and CEO)in

Co-investorsRevent

EMO Energyemoenergy.inin𝕏

EMO Energy develops an integrated energy management system spanning battery engineering, thermal management, battery intelligence, and charging infrastructure for India's commercial electric vehicle market.

CleantechEnergyIoTMobility & Transportation

Sheetanshu TyagiinRahul Patelin

Co-investors100XRandev Ventures Family OfficeTransition VC

Olixolix.comin𝕏

Olix develops a novel compute architecture integrating SRAM with photonics to enable more efficient AI model deployment, addressing throughput, cost, and latency limitations of current GPU memory systems.

AI & Machine LearningDeep TechSemiconductorsLondon, GB

James Dacombe(Founder)in

Co-investorsBackedCrane Venture PartnersFounder CollectiveHummingbird VenturesPluralSovereignAI+6 more

Skyeskye.energyin

Skye develops technology for managing energy and flexibility within industrial processes, drawing on expertise in control systems, industrial automation, and energy market trading.

AI & Machine LearningCleantechEnergyEnterprise Software

Tor Espen Steinvik(CEO)inAndreas Lundgren(COO)inLinus Frosteryd(CTO)in

Co-investorsbyFoundersCourse Corrected VC Holding IIHAWKTAILSondo CapitalTransition GlobalresponsAbility Investments

Upwayupway.fr𝕏

Upway, founded in 2021, sells refurbished electric bikes that are inspected and repaired by its in-house mechanics, sold at reduced prices with a 12-month warranty and home delivery.

Circular EconomyE-commerceMarketplacesMobility & TransportationParis, FR

Toussaint Wattinne(Founder)inStéphane Ficaja(Founder)in

Co-investorsCathay InnovationFuture Positive CapitalKorelya CapitalOriginsSequoia CapitalTransition Global+6 more

Other

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

InvisixSenecaTo be announcedWatershed

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has Transition made?
Transition has 12 tracked investments, including 2 dated in the last 24 months.
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.
Who does Transition co-invest with?
Transition most often shares deals with Transition Global, Cathay Innovation, Founder Collective, among 18 tracked co-investors.

Media · Podcasts & interviews

featuring the team

The Inevitable Transition | David Helgason (Transition) with Nico Rosberg (Rosberg Ventures)

Slush · David Helgason

David Helgason, co-founder of Unity talks about why he's backing the Sustainable Games Alliance

Sustainable Games Alliance · David Helgason

Climate Investing with David Helgason, Transition - My Climate Journey #podcast

MCJ · David Helgason

Sit down with entrepreneur, investor and Unity billionaire David Helgason

venturecuptv · David Helgason

David Helgason - Fireside chat with David Helgason

Games Gathering · David Helgason

Images

Transition photo

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