Our_Thesis
We back multidisciplinary founders modernizing essential systems to build once-in-a-generation companies.
What we invest in
ATOMS — Physical Systems
BITS — Digital Systems
CELLS — Biological Systems
Who it's for
INDUSTRIES — How industries operate
INDIVIDUALS — How people live
Portfolio
38 companies_
view_by:
Atomic Alchemy
Reliable isotopes for a resilient future
ATOMSINDUSTRIESIdaho Falls, ID
→Attivare
First-in-class immunotherapies
CELLSINDIVIDUALSBoston, MA
→Baton
Marketplace for buying & selling SMBs
BITSBOTHNew York, NY
→Beam
Pediatric therapy where kids already are
BITSBOTHNew York, NY
→Bedrock Energy
Geothermal for any building, anywhere
ATOMSBITSINDUSTRIESAustin, TX
→Bridge Defense
Scaling next-gen defense tech
ATOMSBITSINDUSTRIESNew York, NY
→Ceragen
Microbiome for better plant health
CELLSBITSINDUSTRIESWaterloo, Canada
→CLEO Skin
Aesthetic dermatology, reimagined
ATOMSINDIVIDUALSEdina, MN
→Coding Bio
Effective cell therapies with AI
CELLSBITSBOTHOxford, UK
→Coherence Neuro
Next generation therapeutic BCI for oncology
CELLSBITSATOMSINDIVIDUALSSan Francisco, CA
→EdSights
Predictive analytics for higher ed
BITSINDUSTRIESNew York, NY
→Experiment
Futuristic, chemist-led skincare
CELLSINDIVIDUALSNew York, NY
→Harmony
Breastmilk proteins for better formula
CELLSINDIVIDUALSBoston, MA
→Hoop
AI support agent for ecommerce brands
BITSINDUSTRIESNew York, NY
→Hoop
Next-gen secondhand shopping marketplace
BITSINDIVIDUALSNew York, NY
→Jones
Personalized, judgment free journeys to a vapeless life
ATOMSBITSINDIVIDUALSNew York, NY
→Justpoint
AI-driven public harm litigation
BITSBOTHBoulder, CO
→Machina Labs
AI-powered robotic manufacturing
ATOMSBITSINDUSTRIESLos Angeles, CA
→Marathon Fusion
Building the fuel cycle for fusion energy
ATOMSINDUSTRIESSan Francisco, CA
→Martie
AI-powered retail platform for liquidation
BITSINDIVIDUALSLos Angeles, CA
→MonoLets
Real-time supply chain tracking
ATOMSBITSINDUSTRIESMountain View, CA
→Motif Neuro
Therapeutics BCI
ATOMSBITSCELLSINDIVIDUALSHouston, TX
→Palm
The business identity network built on accuracy
BITSINDUSTRIESSan Francisco, CA
→Paterna Bio
Next gen male fertility
CELLSINDIVIDUALSSalt Lake City, UT
→Phoenix Materials
Transforming waste to value
ATOMSINDUSTRIESTracy, CA
→Pulse Space
Building the power grid for space
ATOMSINDUSTRIESSeattle, WA
→Raincoat
Financial resilience for climate disasters
BITSBOTHSan Juan, PR
→Remedy Robotics
Autonomous surgery with robotics and AI
ATOMSBITSCELLSBOTHSan Francisco, CA
→Sheer Health
Simplifying health insurance
BITSBOTHNew York, NY
→Shellworks
Sustainable, zero-waste packaging
ATOMSINDUSTRIESLondon, UK
→Somos
100x faster global internet
ATOMSBITSINDUSTRIESMedellín, Colombia
→Stretch
The grocery shopper's AI agent
BITSINDIVIDUALSNew York, NY
→Thea Energy
Reinventing the world's baseload energy with fusion power
ATOMSBITSINDUSTRIESNew York, NY
→Tidal Flight
Electric amphibious aircraft
ATOMSINDUSTRIESHampton Roads, VA
→Topicals
Science-based skincare for common conditions
ATOMSINDIVIDUALSLos Angeles, CA
→Upkid
Workforce management for caregivers
BITSBOTHSalt Lake City, UT
→Wasted
Bringing circularity to sanitation
ATOMSINDUSTRIESBurlington, VT
→Wayfinder Bio
Small molecules targeting RNA
BITSCELLSBOTHSeattle, WA
→The_Partnership
A partnership that thinks in systems, not silos. Every essential system requires both building and selling.
Katie Shea
Small Business → Operator → Investor
Grew up in the warehouses and manufacturing plants of her family's small businesses — she's known the real economy since before she could drive
Founded and bootstrapped a manufacturing company to profitability
Growth executive at startups from $0 → $1B
Evaluates the sell: customer interviews, pricing models, demand — because she's been the one closing deals her whole career
NYU SternGoldman SachsKairosK50 Ventures
Lucy Wang
Engineer → Builder → Investor
First-generation immigrant who watched technology and science modernize a developing nation from the inside — she saw what it looks like when broken systems get rebuilt
Trained in ML working on multimodal models and attention mechanisms before the world knew what transformers were
Built Livepeer and Rendered AI from zero
Evaluates the build: original research, technical papers, domain depth — because she's been the one building her whole career
BrownBridgewaterGreycroft11.2 Capital
