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Caffeinated Capital

North America, California, United States, San Francisco

Description

Caffeinated Capital is a San Francisco-based venture capital firm renowned for its commitment to partnering with founders at the earliest stages of their entrepreneurial journey. Established with a distinct "inception stage" focus, the firm prides itself on being a founder-first investor, providing not just capital but also strategic guidance and support from the very beginning. Their investment philosophy centers on building deep, long-term relationships with visionary entrepreneurs, helping them navigate the complexities of scaling innovative technology companies.

The firm primarily targets pre-seed and seed-stage companies, though they also selectively participate in Series A rounds. Caffeinated Capital is known for writing initial checks typically ranging between $1 million and $5 million, reflecting their commitment to providing substantial early capital to promising ventures. This strategic approach allows them to be a significant lead investor in nascent rounds, enabling founders to focus on product development and market fit without immediate fundraising pressures. Their portfolio spans various technology sectors, including fintech, enterprise software, and consumer internet, showcasing a broad interest in disruptive innovation.

Caffeinated Capital has demonstrated remarkable growth and increasing influence in the early-stage venture ecosystem. Their latest fund, Fund V, closed in 2023 with $250 million in commitments, a significant increase from their earlier funds and a testament to their successful track record and investor confidence. This substantial capital base allows them to not only make meaningful initial investments but also to provide robust follow-on funding to support their portfolio companies through subsequent growth stages. The firm's consistent fund growth underscores its enduring commitment to backing ambitious founders and fostering the next generation of technology leaders.

Investor Profile

Caffeinated Capital has backed more than 186 startups, with 20 new investments in the last 12 months alone. The firm has led 42 rounds, about 23% of its total and boasts 11 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Seed, Series A, Series B rounds (top funding stages).
  • Majority of deals are located in United States, Mexico, Brazil.
  • Strong thematic focus on Software, Financial Services, Information Technology.
  • Led 8 rounds in the past year.
  • Typical check size: $1M – $5M.

Stage Focus

  • Seed (41%)
  • Series A (28%)
  • Series B (12%)
  • Pre Seed (8%)
  • Series C (5%)
  • Series D (4%)
  • Series E (2%)
  • Series F (1%)
  • Series Unknown (1%)

Country Focus

  • United States (92%)
  • Mexico (2%)
  • Brazil (1%)
  • Canada (1%)
  • Japan (1%)
  • Peru (1%)
  • United Kingdom (1%)
  • Colombia (1%)

Industry Focus

  • Software
  • Financial Services
  • Information Technology
  • Artificial Intelligence (Ai)
  • Saas
  • Fintech
  • Health Care
  • Biotechnology
  • Manufacturing
  • Collaboration
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Caffeinated Capital frequently co-invest with?

SciFi VC
North America, California, United States, San Francisco
Co-Investments: 21
General Catalyst
North America, Massachusetts, United States, Cambridge
Co-Investments: 14
8VC
North America, California, United States, San Francisco
Co-Investments: 10
Felicis
North America, California, United States, Menlo Park
Co-Investments: 16
Y Combinator
North America, California, United States, Mountain View
Co-Investments: 17
Andreessen Horowitz
North America, California, United States, Menlo Park
Co-Investments: 22
Initialized Capital
North America, California, United States, San Francisco
Co-Investments: 10
Notable Capital
North America, California, United States, Menlo Park
Co-Investments: 11
Founders Fund
North America, California, United States, San Francisco
Co-Investments: 22
Khosla Ventures
North America, California, United States, Menlo Park
Co-Investments: 18

Which angels does Caffeinated Capital often collaborate with?

David King
North America, Georgia, United States, Atlanta
Shared Deals: 4
PB
North America, California, United States, Mountain View
Shared Deals: 4
GB
North America, California, United States, San Francisco
Shared Deals: 4
EW
North America, California, United States, San Francisco
Shared Deals: 7
ES
North America, California, United States, San Francisco
Shared Deals: 5
ML
North America, California, United States, San Francisco
Shared Deals: 6
KV
North America, California, United States, San Francisco
Shared Deals: 4
AR
North America, California, United States, San Francisco
Shared Deals: 5
AG
North America, California, United States, Stanford
Shared Deals: 9
EG
North America, California, United States, San Francisco
Shared Deals: 22

What are some of recent deals done by Caffeinated Capital?

Diode Computers

New York, New York, United States

Diode Computers is a AI-based software to automate the manufacturing of electronics faster and cheaper.

ElectronicsMachinery ManufacturingManufacturing
Series AJul 23, 2025
Amount Raised: $11,400,000
Varda

El Segundo, California, United States

Varda is a space manufacturing startup that creates products in microgravity and retrieves them for terrestrial use.

AerospaceManufacturingProduct Design
Series CJul 10, 2025
Amount Raised: $187,000,000
Stately Bio

Chicago, Illinois, United States

Stately Bio is the trade-off between measuring cells and keeping them alive.

Biotechnology
SeedMay 1, 2025
Amount Raised: $12,000,000
8Flow

Palo Alto, California, United States

8Flow provides AI-driven workflow automation to streamline enterprise processes efficiently.

Artificial Intelligence (AI)Customer ServiceEnterprise SoftwareIT ManagementMachine LearningOutsourcing
Series AApr 10, 2025
Amount Raised: $10,000,000
Amca

El Segundo, California, United States

Amca acquires and develops critical aerospace and defense products in order to scale them to deliver what the industry needs next.

AerospaceIndustrialManufacturingSupply Chain Management
SeedApr 8, 2025
Amount Raised: $76,500,000
Luzern Risk

New York, New York, United States

Luzern Risk provides complete captive insurance services.

InsuranceRisk Management
Series AMar 21, 2025
Amount Raised: $12,000,000
Saronic

Austin, Texas, United States

Saronic designs and manufactures unmanned surface vehicles for maritime security and domain awareness.

Artificial Intelligence (AI)ManufacturingMarine TechnologyMilitarySecurity
Series CFeb 18, 2025
Amount Raised: $600,000,000
Onebrief

Honolulu, Hawaii, United States

Onebrief is a web-based military planning software for rapid decision-making and collaboration.

Information TechnologyMilitaryProductivity ToolsSoftware
Series CJan 28, 2025
Amount Raised: $50,000,000
Gravity

San Francisco, California, United States

Gravity Climate offers a carbon management software platform for industrial businesses and their supply chains.

AppsMobile AppsSoftware
Series AJan 21, 2025
Amount Raised: $13,000,000
Biosphere

Oakland, California, United States

Biosphere engages in manufacturing commercial-scale fermentation products and robotic greenhouses.

BiotechnologyManufacturing
SeedJan 9, 2025
Amount Raised: $8,800,000