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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
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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 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?

Smack Technologies

El Segundo, California, United States

Smack's purpose is to provide Decision Dominance to the Department of War, our allies, and partners.

Artificial Intelligence (AI)Web Development
Series AMar 2, 2026
Amount Raised: $32,000,000
Phoenix Tailings

Woburn, Massachusetts, United States

Phoenix Tailings is a rare earth metals production company that transforms mining waste (tailings) into usable rare earth metals and alloys.

Advanced MaterialsCleanTechIndustrialManufacturingMiningSustainabilityWaste Management
Series BFeb 19, 2026
Amount Raised: $30,200,000
Trener Robotics

San Francisco, California, United States

Trener Robotics is a robot software company that uses the inference power to detect and execute tasks based on natural language commands

Artificial Intelligence (AI)Intelligent SystemsRoboticsSoftware
Series AFeb 10, 2026
Amount Raised: $32,000,000
Fieldguide

San Francisco, California, United States

Agentic AI for Audit and Advisory.

AccountingAgentic AIArtificial Intelligence (AI)Cyber SecurityDocument ManagementFinTech
Series CFeb 2, 2026
Amount Raised: $75,000,000
Grid Aero

Palo Alto, California, United States

Grid Aero builds autonomous aircraft for long-range operations, supporting distributed logistics across defense and commercial sectors.

AerospaceAir TransportationLogisticsMilitary
Series AJan 26, 2026
Amount Raised: $20,000,000
Exein

Roma, Lazio, Italy

Exein is a cybersecurity company that specializes in protecting embedded devices using AI-powered threat detection technologies.

Artificial Intelligence (AI)Cyber SecurityInternet of ThingsNetwork SecuritySoftware
Series UnknownDec 18, 2025
Amount Raised: $117,248,277
Vatn Systems

Portsmouth, Rhode Island, United States

Vatn Systems designs underwater vehicles that support maritime operations through modular platforms and navigation technologies.

Information TechnologyInternetManufacturing
Series ADec 10, 2025
Amount Raised: $60,000,000
Sakana AI

Tokyo, Tokyo, Japan

Sakana AI is a research-oriented artificial intelligence company that develops biologically inspired and nature-driven AI architectures.

Artificial Intelligence (AI)Generative AIInformation Technology
Series BNov 17, 2025
Amount Raised: $129,281,563
Mueon

Hillsboro, Oregon, United States

semiconductor-based systems for AI and hyperscale computing

SeedSep 17, 2025
Amount Raised: $15,500,000
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

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