Geodesic Capital logo

Geodesic Capital

North America, California, United States, Foster City

Description

Geodesic Capital is a venture capital firm based in Foster City, California, with a distinctive focus on providing growth-stage capital to leading technology companies in the United States. Founded by John Roos, former U.S. Ambassador to Japan, and Masami Shirota, the firm leverages its deep network and expertise to not only invest in promising US tech firms but also to facilitate their strategic expansion into Asian markets, particularly Japan. This unique East-West bridge strategy sets Geodesic Capital apart, offering portfolio companies invaluable access to new markets and partnerships.

The firm primarily targets mid to late-stage technology companies that have demonstrated strong product-market fit and significant growth potential. Their investment thesis centers on identifying category leaders across various tech sectors, including enterprise software, cloud infrastructure, AI, and cybersecurity. Geodesic Capital often co-invests alongside other prominent venture capital and growth equity firms, participating in substantial funding rounds that enable their portfolio companies to scale operations, accelerate product development, and pursue international growth.

Geodesic Capital has demonstrated a robust fundraising track record, underscoring its capacity to deploy significant capital. The firm successfully closed its third fund in 2022, raising $350 million, which brought its total assets under management (AUM) to over $1 billion across its three flagship funds. This substantial capital base allows Geodesic to make meaningful investments in its portfolio companies. Typically, Geodesic Capital's initial cheque sizes for new investments range from approximately $15 million to $40 million, reflecting their commitment to providing substantial growth capital to established, high-potential technology businesses.

Investor Profile

Geodesic Capital has backed more than 68 startups, with 3 new investments in the last 12 months alone. The firm has led 4 rounds, about 6% of its total and boasts 11 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Series C, Series D, Series E rounds (top funding stages).
  • Majority of deals are located in United States, Japan.
  • Strong thematic focus on Software, Artificial Intelligence (AI), SaaS.
  • Typical check size: $15M – $40M.

Stage Focus

  • Series C (24%)
  • Series D (21%)
  • Series E (16%)
  • Series F (15%)
  • Series B (9%)
  • Series G (6%)
  • Series A (4%)
  • Series Unknown (3%)
  • Series H (1%)
  • Seed (1%)

Country Focus

  • United States (99%)
  • Japan (1%)

Industry Focus

  • Software
  • Artificial Intelligence (Ai)
  • Saas
  • Analytics
  • Enterprise Software
  • Machine Learning
  • Information Technology
  • Cyber Security
  • Big Data
  • Apps
circle-line
FAQ

Frequently Asked Questions

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

Who does Geodesic Capital frequently co-invest with?

Google Ventures
North America, California, United States, Mountain View
Co-Investments: 10
New Enterprise Associates
North America, California, United States, Menlo Park
Co-Investments: 9
ICONIQ Growth
North America, California, United States, San Francisco
Co-Investments: 9
Battery Ventures
North America, Massachusetts, United States, Boston
Co-Investments: 10
Accel
North America, California, United States, Palo Alto
Co-Investments: 13
Andreessen Horowitz
North America, California, United States, Menlo Park
Co-Investments: 14
Tiger Global Management
North America, New York, United States, New York
Co-Investments: 16
Coatue
North America, New York, United States, New York
Co-Investments: 11
Lightspeed Venture Partners
North America, California, United States, Menlo Park
Co-Investments: 10
Sapphire Ventures
North America, Texas, United States, Austin
Co-Investments: 13

Which angels does Geodesic Capital often collaborate with?

JD
North America, California, United States, Palo Alto
Shared Deals: 1
QC
North America, California, United States, Palo Alto
Shared Deals: 1
RC
North America, California, United States, San Francisco
Shared Deals: 1
CD
North America, New York, United States, New York
Shared Deals: 1
Dan Scheinman
North America, California, United States, San Francisco
Shared Deals: 1
KB
North America, New York, United States, New York
Shared Deals: 1
Shared Deals: 1
Kevin Faridah
Asia, Jakarta Raya, Indonesia, Dki Jakarta
Shared Deals: 1
RS
North America, Utah, United States, Provo
Shared Deals: 1
David Petraeus
North America, New York, United States, New York
Shared Deals: 1

What are some of recent deals done by Geodesic Capital?

Glean

Palo Alto, California, United States

Glean develops an AI-based search engine software that connects enterprise data and generates answers to improve workplace efficiency.

Artificial Intelligence (AI)Enterprise SoftwareGenerative AIMachine LearningSearch Engine
Series FJun 10, 2025
Amount Raised: $150,000,000
Altruist

Culver City, California, United States

Altruist is a modern custodian that offers a digital investment platform for financial advisors to manage their clients' investments.

Asset ManagementFinancial ServicesFinTech
Series FApr 22, 2025
Amount Raised: $152,000,000
Sardine

Miami, Florida, United States

Sardine is a fraud prevention and compliance software company for the digital economy.

CryptocurrencyFinTechFraud DetectionSoftware
Series CFeb 11, 2025
Amount Raised: $70,000,000
Vercel

Covina, California, United States

Vercel's frontend cloud gives developers frameworks, workflows, and infrastructure to build a faster, more personalized web.

AppsArtificial Intelligence (AI)Developer PlatformInternetSoftware
Series EMay 16, 2024
Amount Raised: $250,000,000
Alkira

San Jose, California, United States

Alkira is a network infrastructure as-a-service company that unifies multiple clouds, sites, and users via an enterprise network.

Cloud InfrastructureCloud SecurityInformation ServicesInformation TechnologyNetwork Security
Series CMay 15, 2024
Amount Raised: $100,000,000
Transcarent

Denver, Colorado, United States

Transcarent is a provider of a healthcare platform that facilitates improved outcomes and cost-effective decisions.

Health CarePersonal HealthSoftware
Series DMay 2, 2024
Amount Raised: $126,000,000
Traceable

San Francisco, California, United States

Traceable is an API security company that helps to mitigate risks and optimize the value derived from their APIs for customers.

Artificial Intelligence (AI)Cyber SecurityFraud DetectionNetwork SecuritySaaSSoftware
Series UnknownMay 1, 2024
Amount Raised: $30,000,000
Sakana AI

Tokyo, Tokyo, Japan

Sakana AI creates a new kind of foundation model based on nature-inspired intelligence.

Artificial Intelligence (AI)Generative AIInformation Technology
SeedJan 16, 2024
Amount Raised: $30,000,000
Nova Credit

San Francisco, California, United States

Nova Credit is a data analytics company enabling businesses to grow by harnessing open banking and alternative credit data.

CreditCredit BureauData IntegrationFinancial ServicesFinTech
Series COct 17, 2023
Amount Raised: $45,000,000
Kin Insurance

Chicago, Illinois, United States

Kin Insurance is an insurtech company that offers personalized home insurance policies.

Financial ServicesInsuranceInsurTechProperty InsurancePropTech
Series DSep 13, 2023
Amount Raised: $33,000,000