Our Approach
High Conviction. High Concentration.
We don’t spread bets across dozens of companies. When we commit, we commit fully - bringing significant resources, long-term capital, and unwavering support to a select few.
Backing deep tech through thick and thin
Deep tech companies are some of the hardest to build - but also the most world-changing. That’s why we’ve dedicated over 20 years to backing them with conviction, patience, and flexible capital.
Impulse Space
Tom Mueller became Propulsion CTO at SpaceX in 2016, later becoming known as the founder of Impulse Space.
Wayve
Wayve founded in 2017 to achieve autonomous mobility through deep learning.
Skydio
Launched R1 - drone powered by computer vision and AI navigation system
ChargePoint
ChargePoint reaches 100,000 charging stations.
SpaceX
Becomes the first private company to send astronauts to the International Space Station
Redaptive
Helped launch portfolio-scale energy upgrades, resulting in $10.1 million in energy & infrastructure savings.
Zeromatter
Founded by Ian Glow (ex-Tesla simulation team) to build autonomous simulation platform
Lace Lithography
New chip patterning tech to extend Moore’s Law
Varda
Returned first commercial in-orbit manufacturing capsule
Verkada
Deployed security systems serving 20M students across major institutions
Linse Capital
Founded with the mission to scale breakthrough innovations
Why Deep Tech Matters
We’ve been investing in deep tech since before the term existed - from renewable energy to industrial technology more than two decades ago. We believe the breakthroughs happening in mobility, energy, space, robotics, and AI are the most consequential technological developments of our lifetime.
20+ years backing technology companies - and we continue to believe that lasting breakthroughs happen when visionary ideas are paired with the right capital and industry insight.
Our Approach
Flexibility at Every Stage
Deep tech growth is rarely a straight line. We provide capital and support that adapts to the journey - through pivots, breakthroughs, and everything in between.
