Linse Capital
Status
ACTIVE
Global HQ
San Juan, Puerto Rico
Countries of investment
- United States
- United Kingdom
Investment stages
- Seed
- Series A
- Series B
- Series C
- Series D
- Growth
Industries
- Space Tech
- Robotics
- Energy
- Mobility
- Defense Tech
- AI
- Logistics
- PropTech
About
Linse Capital is a high-conviction venture capital firm focused on deep tech companies that drive the physical world forward. They utilize a highly concentrated model—going all-in on a select few companies across sectors like energy, mobility, logistics, space, and AI—rather than diversifying heavily. Their mission is to deliver enduring capital and patient partnership to see visionary deep tech projects through pivots, breakthroughs, and global scaling.
Linse Capital is a high-conviction venture capital firm focused on deep tech companies that drive the physical world forward. They utilize a highly concentrated model—going all-in on a select few companies across sectors like energy, mobility, logistics, space, and AI—rather than diversifying heavily. Their mission is to deliver enduring capital and patient partnership to see visionary deep tech projects through pivots, breakthroughs, and global scaling.
Investment Thesis
Linse Capital is a late-stage, deep tech venture capital firm investing patiently across energy, mobility, logistics, space, and AI sectors. Their core thesis dictates that high conviction and concentration vastly outperform broad market diversification, prompting them to write massive checks into a chosen few physical-world infrastructures. What makes Linse Capital unique is its extreme multi-decade flexibility; they are structured to withstand unpredictable deep-tech pivots, deploying expansive capital pools designed specifically to back heavy asset hardware entities through intense scaling challenges.
Manager's Experience
Michael Linse is a former Kleiner Perkins partner. He and Bastiaan Janmaat previously worked together in Goldman Sachs' Special Situations Group. The firm has raised over $1.7B and backed Skydio, Verkada and Impulse Space.
Team
Michael Linse - Founding Partner & Managing Director
Bastiaan Janmaat - Managing Director
Dario Constantine - Principal
Portfolio
Impulse Space
Skydio
Verkada
ChargePoint
Redaptive
Waabi
Thea Energy
Lace Lithography
Freeform