Deep Tech

Hard science.
Important problems.

The core of what we do. Companies working at the frontier of physics, chemistry, and biology — where the moat is the science itself.

Aalo Atomics Factory-built modular nuclear reactors designed to power AI data centers — targeting criticality in 2026 with the first advanced reactor built in the US in a generation. Nuclear Energy
ALT TEX Sustainable textile materials from agricultural waste — replacing virgin synthetics and conventional cotton in mainstream apparel supply chains. Sustainable Materials
Avro Life Science A transdermal patch that delivers medications through the skin — making therapies more accessible by removing the need for injections or clinical administration. Cell & Gene Therapy
Bioform Biomaterial platform developing novel biological scaffolds for applications in medicine, construction, and industrial design. Biomaterials
Eli Health Hormone diagnostics from saliva — making continuous hormonal monitoring accessible outside a clinic, starting with fertility and expanding across the full hormonal health landscape. Hormone Diagnostics
E-Zinc Grid-scale zinc-air batteries that store energy for days rather than hours — a low-cost, earth-abundant answer to long-duration storage that lithium chemistries can't solve. Long-Duration Storage
Faction Teleoperated electric delivery vehicles with a remote human in the loop — making autonomous last-mile delivery commercially viable today, without waiting for full Level 5. Autonomous Vehicles
GaN Systems Gallium nitride power semiconductors enabling smaller, faster, more efficient power electronics. Acquired by Infineon Technologies in 2023 — validating GaN as the successor to silicon in power conversion. Power Semiconductors Acquired · Infineon Technologies
Jetson Home Consumer heat pump systems designed to make home electrification accessible — removing the friction that keeps households tethered to fossil fuel heating. Home Electrification
Kalino Bio Non-surgical immunocontraceptives for animals — a biological alternative to surgical sterilization with implications for wildlife management and companion animal care. Biotech
LightCell Energy Next-generation electrochemical energy storage targeting lower cost and longer cycle life than existing chemistries for grid and industrial applications. Energy Storage
Mast Reforestation Carbon sequestration through biomass burial — harvesting excess plant matter and storing it underground where it can't decompose and release CO₂ back into the atmosphere. Reforestation
Nanode A novel battery anode using a proprietary nanomaterial process — delivering higher energy density and longer cycle life for electric vehicles and grid storage. Nanotechnology
Phenomic AI AI-powered cell morphology platform identifying novel drug targets in solid tumour stroma — addressing cancers where current therapies routinely fail. AI Drug Discovery
Planetary Ocean alkalinity enhancement that permanently removes CO2 at scale. XPRIZE Carbon Removal winner. $31M Frontier offtake with Stripe, Shopify, and others. Carbon Removal
ProteinQure Computational protein design using machine learning to develop peptide therapeutics faster and more precisely than traditional biochemical methods. Protein Design
QurCan Nanoparticle RNA delivery targeting the brain and spleen — tissue destinations that have historically been out of reach for RNA therapeutics. RNA Delivery
Synova Life Sciences Regenerative medicine developing biologically-active tissue repair solutions for musculoskeletal and soft tissue injuries. Regenerative Medicine
Valence Labs AI platform for molecular discovery — acquired by Recursion Pharmaceuticals in 2023, becoming part of one of the world's leading computational drug discovery companies. AI Drug Discovery Acquired · Recursion Pharmaceuticals
Varda Space Orbital manufacturing using microgravity to produce materials impossible to make on Earth. Four successful missions to date. $329M raised. Pharmaceuticals crystallized in space and returned by re-entry capsule. Space Manufacturing
Vessl Prosthetics Self-adjusting prosthetic sockets that automatically adapt to daily volume changes in the residual limb — solving the most common cause of prosthetic abandonment. Medical Devices
Vital Bioscience Point-of-care diagnostic platform (VitalOne) running lab-quality tests at the bedside in minutes — compressing hours of lab turnaround to the moment of care. Point-of-Care Diagnostics
Other Investments

Beyond
deep tech.

The same instinct applies outside the lab. Several of these have become unicorns or notable exits.

Subsequent Investors

We pick early.
They validate later.

We invest at the angel or pre-seed stage — long before institutional capital arrives. The companies we back have gone on to raise from some of the most respected names in venture.

Andreessen Horowitz
Founders Fund
Khosla Ventures
Y Combinator
Tiger Global
Lux Capital
Bessemer Venture Partners
Accel
Spark Capital
IVP
Valor Equity Partners
Felicis Ventures
First Round Capital
FirstMark Capital
Craft Ventures
True Ventures
Caffeinated Capital
Kindred Ventures
Fund Investments

Funds we back
as LP.

We invest directly alongside founders and as an LP in like-minded early-stage funds. If you're building a fund in this space, we'd be glad to talk.

Building the next
company on this list?