About Linse Capital
Linse Capital is a venture capital firm founded in 2016. It is primarily based out of Menlo Park, United States. As of May 2026, Linse Capital is an active investor, having invested in 17 companies, with 6 new investments in the last 12 months. It primarily invests in Series B round in United States based startups. Its investments are spread across a wide range of sectors from High Tech to Enterprise Applications and Auto Tech. Most recently it participated in the $***** Series B round of Thea Energy Overall, Linse Capital portfolio has seen 6 unicorns and 3 IPOs including key companies like SpaceX, Verkada and ChargePoint. A lot of funds co-invest with Linse Capital, with names like BDT & MSD Partners sharing a substantial percentage of its portfolio. Linse Capital has team of 7 people including 2 partners.Key Metrics
Team Members
Portfolio Sectors
Portfolio Locations
Rounds of Entry
Series B, Series D & 4 more
Portfolio Unicorns
Portfolio Soonicorns
Deals in last 12 months
Linse Capital's List of Top Investments
Linse Capital has a portfolio of 17 companies, including 6 unicorns. Their most notable investments are in Verkada and Redaptive.Their portfolio spans across United States, Canada, Israel and 2 more locations. They have invested in High Tech, Enterprise Applications, Auto Tech and 10 other sectors, across stages such as Series B, Series D and 4 more. Here is the list of top investments by Linse Capital:
1. SpaceX
Provider of advanced aerospace and space transportation services. It delivers advanced launch services using reusable rocket systems designed to transport crew and cargo for missions to orbit, the Moon, Mars, and deep space exploration. It also develops and operates large-scale satellite networks that provide high-speed, low-latency internet connectivity across the globe, including remote and underserved regions. It supports human spaceflight programs aimed at expanding long-duration space exploration and increasing access to space for both commercial and governmental missions.
Key facts about SpaceX
- Founded Year: 2002
- Location: Hawthorne (United States)
- Stage: Public
- Total Funding till date: $11.9B
- Employee Count: 19,280 as on May 31, 2026
- Investors: TrueBridge, Fidelity Investments and 260 Others
- Latest Funding Round: Series J, Mar 17, 2026, $*****
- Highlight: Public
2. Verkada
Developer of enterprise video surveillance systems and platforms. The platform allows the user to remotely monitor and watch real-time video feeds from the connected cameras. It claims that the cameras and systems require minimal cabling, and no open ports and eliminate the requirement of additional hardware equipment.
Key facts about Verkada
- Founded Year: 2016
- Location: San Mateo (United States)
- Valuation: $*****
- Stage: Series E
- Total Funding till date: $757M
- Employee Count: 2,724 as on May 31, 2026
- Investors: Glynn Capital, Meritech and 22 Others
- Latest Funding Round: Series E, Jul 01, 2026, $*****
- Highlight: Editors' Pick
3. ChargePoint
Manufacturer of electric vehicle charging hardware and provider of software. This business produces alternating current and direct current charging stations for residential and commercial use. The software platform enables station management, monitoring of vehicle health, and automated workflows for charging operations. Integration tools allow for data sharing and connectivity with various vehicle systems. Support services include project management, site planning, and maintenance for charging infrastructure.
Key facts about ChargePoint
- Founded Year: 2007
- Location: Campbell (United States)
- Annual Revenue: $100M - $500M as on Jan 31, 2025
- Stage: Public
- Total Funding till date: $554M
- Employee Count: 1,520 as on May 31, 2026
- Investors: EG Capital Advisors, GIC and 50 Others
- Latest Funding Round: Post IPO, Apr 04, 2022, $*****
- Highlight: Public
4. Valens
Provider of communication ICs for HD connectivity. It develops microchips to enable HD devices, which allows for plug-and-play real-time digital connectivity & wireless data transmission between ultra-HD video sources and remote displays. Its product is complementary to the HDMI standards, while acts as an alternative to RF, coaxial cable, S-Video, SCART, or VGA. It caters to audio-video and automotive sectors.
Key facts about Valens
- Founded Year: 2006
- Location: Hod Hasharon (Israel)
- Stage: Public
- Total Funding till date: $167M
- Employee Count: 229 as on May 31, 2026
- Investors: Kreos Capital, EG Capital Advisors and 22 Others
- Latest Funding Round: Series D, Nov 06, 2018, $*****
- Highlight: Public
5. Skydio
Manufacturer of autonomous drones and related software, services, and accessories. It provides drone platforms, docking stations, attachments, and software for autonomous flight, data capture, and integration. These products serve sectors including public safety, utilities, national security, inspection, transportation, construction, and oil and gas. Services include regulatory and success support, along with developer tools and training.
Key facts about Skydio
- Founded Year: 2014
- Location: San Mateo (United States)
- Valuation: $*****
- Stage: Series F
- Total Funding till date: $825M
- Employee Count: 992 as on May 31, 2026
- Investors: Hercules Capital, Greenline and 36 Others
- Latest Funding Round: Series F, Apr 28, 2026, $*****
- Highlight: Editors' Pick
Linse Capital's Year-on-Year Investment Trends
Linse Capital has invested in 17 companies over the last 10 years, with an average of 1 new investment annually in the last 10 years. In 2025, it made 3 investments, while as of May 2026, it has made 5 investments in this year. Its most recent first time investment was in Thea Energy and most recent follow-on round was in Impulse Space.Year | No. of Investments | ||
|---|---|---|---|
1st Round | Follow-on | Total | |
2026 (YTD) | 4 | 1 | 5 |
2025 | 3 | 0 | 3 |
2024 | 0 | 1 | 1 |
2023 | 1 | 1 | 2 |
2022 | 3 | 1 | 4 |
2021 | 0 | 0 | 0 |
2020 | 0 | 1 | 1 |
2019 | 0 | 0 | 0 |
2018 | 2 | 1 | 3 |
2017 | 0 | 2 | 2 |
Linse Capital's Investments by Stage
Linse Capital has made 5 investments in Series B stage with an average round size of $92.8M, 3 investments in Series D stage with an average round size of $131M and 2 investments in Series A stage with an average round size of $36M.Stage of entry | No. of Investments |
|---|---|
Series B | 5 |
Series D | 3 |
Series A | 2 |
Series C | 2 |
Series E | 1 |
Others | 1 |
Note: We have considered here, only first round of investments
Linse Capital's Investments by Sector
Linse Capital has a diverse portfolio, with companies operating in the High Tech, Enterprise Applications, Auto Tech, Aerospace, Maritime and Defense Tech and Energy Tech. Notably, it has invested in 15 Enterprise (B2B) companies, 14 Tech companies, 9 Tech hardware companies and at least 8 companies focusing on Software.Sector | No. of Investments |
|---|---|
High Tech | 7 |
Enterprise Applications | 6 |
Auto Tech | 5 |
Aerospace, Maritime and Defense Tech | 3 |
Energy Tech | 3 |
Others | 23 |
Note: We have considered here, only first round of investments
Linse Capital's Investments by Geography
Linse Capital has made most investments in United States (10), followed by Canada where it has made 1 investment.Country | No. of Investments |
|---|---|
United States | 10 |
Canada | 1 |
Israel | 1 |
Norway | 1 |
United Kingdom | 1 |
Note: We have considered here, only first round of investments
Linse Capital's recent investments
Linse Capital has made 5 investments in 2026 so far. Thea Energy and Impulse Space are the latest among them.Here are the most recent investments by Linse Capital:
Filter this listDate | Company | Location | Round Details | Round Amount | Co-Investors |
|---|---|---|---|---|---|
May 27, 2026 | United States | Series B | 1437 | ||
Apr 08, 2026 | United States | Series D | 7697 | [+3] | |
Mar 23, 2026 | Norway | Series A | 1748 | [+3] | |
Feb 19, 2026 | United States | Series B | 4258 | ||
Jan 28, 2026 | Canada | Series C | 2183 | [+14] |
Unicorns in Linse Capital's Portfolio
Linse Capital has 6 unicorns in its portfolio - Waabi, Varda Space Industries, Wayve and others. The most recent unicorn in their portfolio is Waabi. It became a unicorn in 2026.Here is a list of unicorns in Linse Capital's portfolio:
Tracxn Score | Company | Short Description | Founded year | Sector | Location | Company Stage | First Investment/ Acquisition Details |
|---|---|---|---|---|---|---|---|
64 | Developer of physical artificial intelligence platform for autonomous trucks and robotaxis | 2021 | Toronto | Series C | baefznw | ||
66 | In-orbit material testing and manufacturing | 2020 | El Segundo | Series C | wpii{kz | ||
67 | Platform offering AI-enabled software for autonomous driving | 2017 | London | Series D | ylsuhz{ | ||
51 | Provider of fully-funded energy efficiency and sustainability solutions. It offers end-to-end services, including financing, expertise, and project management, to implement energy-saving and renewable upgrades across multiple sites. This allows clients to focus on their core business while achieving OPEX reduction and meeting ESG goals. Services encompass real-time data monitoring, enabling performance analysis and sustainability reporting, along with flexible financing options. The company's approach facilitates faster and larger-scale implementation of sustainability initiatives than clients could achieve independently. | 2015 | San Francisco | Series E | ucpovto | ||
70 | Manufacturer of autonomous drones and related software, services, and accessories | 2014 | San Mateo | Series F | jsfb{im |
IPOs and Publicly Listed companies in Linse Capital's Portfolio
3 of Linse Capital's portfolio companies have become public. SpaceX got listed on the National Association of Securities Dealers Automated Quotations (NASDAQ), in Jun 2026 at marketcap of $996B and Valens got listed on the New York Stock Exchange (NYSE).Here are Linse Capital's portfolio companies that went public:
Company | IPO Date | First Invested on | First Round of Investment | Round Size |
|---|---|---|---|---|
Jun 12, 2026 | - | - | 2700 | |
Oct 01, 2021 | Nov 06, 2018 | Series D | 1911 | |
Sep 20, 2019 | Apr 19, 2016 | Series F | 3022 |
Team profile of Linse Capital
Linse Capital has a team of 7 members including 2 Partners and 2 Principals located in United States and Puerto Rico. Linse Capital's team sits on the board of 1 company.Here is a list of all team members in Linse Capital:
Name | Designation | Location | Board Memberships | Contact Details |
|---|---|---|---|---|
Partner | Dorado | - | ||
Partner | Menlo Park | |||
Principal | San Juan | - | ||
Principal | Miami | - |
Co-investors of Linse Capital
Over the past 10 years, 225 investors have co-invested in Linse Capital's portfolio companies. This includes funds and angels.
- Invested before Linse Capital: Next47, Lux Capital and 129 others have invested in rounds before Linse Capital. There are 3 companies where Next47 has invested before Linse Capital and 3 companies where Lux Capital has invested before Linse Capital.
- Top Co-investors of Linse Capital: 55 investors entered a company along with Linse Capital. These include investors like BDT & MSD Partners (1 company).
- Invested after Linse Capital: A total of 39 investors have invested in Linse Capital's portfolio after their investments. Top Investors include Nvidia (2 companies), Mercedes-Benz (2 companies) and CPP Investments (2 companies).
Recent News related to Linse Capital
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Thea secures Eos stellarator fundingNuclear Engineering International magazine•Jun 03, 2026•Usitfund, Thea Energy, Overlay Capital, Divergent Capital and 7 others
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Thea Energy Raises $100M to Scale Fusion PlantsVentureburn•May 27, 2026•Usitfund, Thea Energy, Orion Resource Partners, Hitachi Ventures and 12 others
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Freeform closes $67m Series B to fund Skyfall laser melting platformVoxelMatters•Feb 20, 2026•Freeform, Apandion, NVentures, AE Ventures and 4 others
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Robot Trucker Waabi Enters Robotaxi Arena With Billion Dollar FundingBitcoin Ethereum News•Jan 28, 2026•Waabi, G2 Venture Partners, Khosla Ventures, Uber and 19 others
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Kargo.ai Raises $42M Series B to Scale Global Warehouse Deployment with Enterprise Clientsintelligence360•Jan 06, 2026•Matter Venture Partners, Sozo Ventures, Avenir Growth Capital, Hearst and 3 others
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Kargo.ai Raises $42M Series B to Scale Global Warehouse Deployment with Enterprise ClientsBusiness Wire•Dec 22, 2025•Matter Venture Partners, Hearst, Lightbank, Sozo Ventures and 5 others
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Mythic raises $125M for compute-in-memory chips led by DCVC, joined by NEA, Softbank KR and Honda Motor Co.SiliconAngle•Dec 18, 2025•Nea, SoftBank, DCVC, Mythic and 15 others
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Impulse Space Secures $300 Million Series C to Accelerate In-Space Mobilityintelligence360•Jun 12, 2025•Impulse Space, Linse Capital
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