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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.
Min check size
$1M
Max check size
$5M
Fund size
NPS

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.
Lead investor
Co Invest
Number of exits
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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.

Linse Capital Contacts Information

Primary contact

Secondary contact

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

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