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Transition Global

Venture capitaloperating company · company profile

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.

Stage
Seed–Series A
Check
$100K – $5M
HQ
London, GB
Leads rounds
Follows
Tracked investments
10
Unicorns
1

Team · 10 people

from curated & public directories

Founder 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 companies

AI & 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 path
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 VenturesLocalGlobePhoenix Court+6 more

Phase Biolabsphasebiolabs.comin𝕏Seed

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

Revoyrevoy.comSeed

Revoy builds electric vehicles or electric drivetrain technology.

Advanced ManufacturingCleantechClimate TechHardwareLogistics & Supply ChainMobility & TransportationSan Francisco, US

Ian Rust(Founder)in

Co-investorsLeap Forward VenturesOlive Tree CapitalPioneerSoma CapitalStandard CapitalTRAC (Third Round Analytics Capital)+18 more

Senecaseneca.com

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

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 CapitalTransitionEmblem+1 more

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 CapitalNordstarOriginsSequoia Capital+8 more

Waterplanwaterplan.comin𝕏May 2023 · $11M

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

Watershedwatershed.comin

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 companies
OLIX raises $312M at a $3.3B valuation

OLIX · olix.com · Aug 17, 2026

Seneca Raises $60M in Funding

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 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

GoMyCode Talk with David Helgason: Founder and Former CEO of Unity Technologies

Go My Code · David Helgason

Images

Transition Global photo

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