Linse Capital Fund IV | 2017 VC Fund

Linse Capital

cb Email

Status

ACTIVE

Global HQ

Menlo Park, United States

Countries of investment

United States
Canada
United Kingdom
Israel

Investment stages

Series B
Series C
Growth

Industries

Mobility
Energy
Climate Tech
Space Tech
AI
Enterprise Software
Growth Stage

About
Linse Capital is a Menlo Park, California-based growth equity firm founded in 2017 by Michael Linse (formerly partner at Kleiner Perkins Caufield & Byers and Goldman Sachs); portfolio of 16 companies including 5 unicorns (Waabi, Wayve, Redaptive, Verkada, Skydio) and 2 IPOs (ChargePoint, Valens Semiconductor); team includes Managing Director Bastiaan Janmaat and Principal Dario Constantine (former Maxar Technologies); recent investments include SpaceX, Lace Lithography, and Freeform

Min check size: $10M
Max check size: $50M
Fund size: Unlock
NPS: Unlock

Investment Thesis

Linse Capital invests in transformative industrial technology companies across transportation, energy, logistics, real estate, and space sectors; believes concentration trumps diversification, making capital commitments of $100 million to $400 million per company in high-conviction bets; focuses on electric vehicles, autonomous vehicles, robotics, renewable energy, and space technology

Lead investor: Unlock
Co Invest: Unlock
Number of exits: Unlock
Preferred contact method: Unlock

Manager's Experience

Michael Linse (Founder & Managing Director) founded Linse Capital in 2017 after being a partner at Kleiner Perkins Caufield & Byers (KPCB) where he invested in ChargePoint, Proterra, INRIX, Redaptive, and HYLA; previously spent over a decade at Goldman Sachs as Managing Director of European Special Situations Group's alternative energy investing team in London, leading 20+ investments. Bastiaan Janmaat (Managing Director) and Dario Constantine (Principal, former Maxar Technologies engineer with Stanford MBA) round out the senior team.