Linse Capital

Overview

Linse Capital is a growth equity firm that focuses on investing in technology-driven companies within the transportation, energy, and logistics sectors. The firm partners with entrepreneurs to build industry leaders by providing capital and strategic support. Linse Capital has raised over $1.1 billion since its inception and has a portfolio that includes companies like ChargePoint, Redaptive, Valens, Skydio, and Verkada. The firm's investment strategy is characterized by high conviction and concentration, choosing a select few companies to back fully rather than spreading resources across many. This approach allows Linse Capital to provide significant resources, long-term capital, and unwavering support to its portfolio companies. The firm has been investing in deep tech for over two decades, with a focus on sectors such as transportation, energy, logistics, and real estate. Linse Capital's team comprises experienced professionals who have firsthand knowledge of the challenges involved in turning world-changing technology into reality. The team includes individuals like Michael Linse, the founder and Managing Director, who previously worked at Kleiner Perkins Caufield & Byers and Goldman Sachs. Other team members include Bastiaan Janmaat, Managing Director, and Dario Constantine, Principal. The firm's headquarters are located in San Juan, Puerto Rico, with an office at 53 Calle Palmeras, Suite 601, San Juan, Puerto Rico 00901. Linse Capital's portfolio spans various industries, including transportation, energy, logistics, real estate, and technology. The firm has invested in companies such as ChargePoint, an electric vehicle charging technology provider; Redaptive, an energy-as-a-service provider; Valens, a semiconductor products provider; Skydio, a drone manufacturer; and Verkada, a physical security solutions provider. The firm's investment focus includes areas like electric vehicles, autonomous vehicles, air mobility, robotics, warehouse automation, renewable energy, energy efficiency, space exploration, semiconductors, and artificial intelligence. Linse Capital's investment approach is flexible, adapting to the unpredictable path of deep tech growth. The firm provides capital and support that endures across pivots, challenges, and breakthroughs, aiming to become the largest or one of the largest shareholders at exit. This strategy has been exemplified by their early investment in ChargePoint, which operates the largest network of independently owned electric vehicle charging stations. The firm's commitment to its portfolio companies is evident in its concentrated investment strategy, focusing on a select few companies each year and investing between $100 million and $400 million in each business over time. This approach allows Linse Capital to provide deep involvement and outsized follow-on investments, ensuring that the companies it backs have the resources and support needed to become world leaders in their respective industries.

Investment Focus

• Technology-driven companies in transportation, energy, and logistics sectors
• High growth potential
• Strong management teams
• Innovative solutions addressing industry challenges

Portfolio Companies