London · Seed–Series A · 10 people tracked
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Investment thesis
Transition backs pragmatic-optimist founders building the generational companies of the next century. It argues that these companies will be full-stack by necessity, molding atoms as well as bits and fusing hardware, software, and frontier science. The firm believes building in the real world demands more courage than traditional software but offers a far bigger prize: reinventing the foundations of human prosperity. It targets AI, next-generation computing, new energy, climate resilience, and industrials/robotics. Positioning itself as a hands-on early partner, Transition runs a concentrated portfolio where every founder gets the full team, backing companies designed to outlast their founders and to reconcile growth with positive impact.
Source: firm website, verified Aug 7, 2026.
Team · 10 people
from curated & public directoriesFounder mafia
2 people who came through Transition Global went on to found or lead other companies.
What they invest in
from 8 of 10 portfolio companiesAI & Machine Learning ×5Climate Tech ×5Enterprise Software ×3Advanced Manufacturing ×2Circular Economy ×2Cleantech ×2Deep Tech ×2Hardware ×2
HQs:United States×4United Kingdom×2France×1Sweden×1
Investments · 10 tracked
founders shown can be your intro pathOlix 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 VenturesLocalGlobePhoenix Court+6 more
Phase Biolabs develops biotechnology to convert CO2 into ethanol and other chemicals for use in manufacturing, transportation fuels, and other industrial applications.
Advanced ManufacturingBiotechCircular EconomyClimate TechNottingham, GB
David Ortega(Founder)in
Co-investorsCollaborative FundY CombinatorZillionizeAsymmetry Ventures
Revoy builds electric vehicles or electric drivetrain technology.
Advanced ManufacturingCleantechClimate TechHardwareLogistics & Supply ChainMobility & TransportationSan Francisco, US
Co-investorsLeap Forward VenturesOlive Tree CapitalPioneerSoma CapitalStandard CapitalTRAC (Third Round Analytics Capital)+18 more
Seneca develops autonomous drone systems that use AI and computer vision to detect and suppress fires, deploying aerial foam suppression from portable, modular electric copters.
AI & Machine LearningClimate TechDeep TechHardwareRobotics
Stu
Co-investorsConvective CapitalDCVC (Data Collective)First Round CapitalGood FriendsNextView VenturesTransition+1 more
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 CapitalTransitionEmblem+1 more
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 CapitalNordstarOriginsSequoia Capital+8 more
Waterplan provides a platform that assesses water risk for industrial and consumer goods companies by combining operational data with satellite imagery, then recommends mitigation strategies ranging from infrastructure upgrades to ecosystem-based approaches.
AI & Machine LearningClimate TechEnterprise SoftwareSaaSSan Francisco, US
Jose Ignacio Galindo(Founder)inNicolas Wertheimer(Founder)in
Co-investorsAngel Collective Opportunity FundCemex VenturesClimate CapitalCool Climate CollectiveEcho River CapitalGiant Ventures Global Llp+9 more
Watershed builds a sustainability AI platform that combines climate science and emissions data with AI to help companies measure, report, and reduce their environmental impact.
AI & Machine LearningClimate TechEnterprise SoftwareSaaSSan Francisco, US
Taylor Francis(Co-founder)inAvi Itskovich(Founder)inChristian Anderson(Founder)in
BoardJohn Doerr(Director)inPatrick Grady(Director)
Co-investorsKleiner PerkinsSequoia CapitalGreenoaksAglae VenturesDesigner FundEnergize Capital+12 more
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Applied AtomicsInvisix
Portfolio news
latest coverage across their companiesOLIX · olix.com · Aug 17, 2026
Seneca · finsmes.com · Oct 27, 2025
Frequently asked questions
- How many investments has Transition Global made?
- Transition Global has 10 tracked investments.
- What stage does Transition Global invest at?
- Transition Global invests at the Seed, Series A stages.
- What is Transition Global's typical check size?
- Transition Global typically writes checks of $100K – $5M.
- What sectors does Transition Global focus on?
- Transition Global focuses on AI & Machine Learning, Cleantech, Climate Tech, Deep Tech, Energy, Hardware, Mobility & Transportation, Robotics, SaaS.
- Where is Transition Global located?
- Transition Global is headquartered in London, GB.
- Does Transition Global lead rounds?
- Transition Global typically participates in rounds rather than leading them.
- Who does Transition Global co-invest with?
- Transition Global most often shares deals with Transition, Cathay Innovation, Founder Collective, among 20 tracked co-investors.
Media · Podcasts & interviews
featuring the teamThe 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
GoMyCode Talk with David Helgason: Founder and Former CEO of Unity Technologies
Go My Code · David Helgason
Images
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