Investing in Resilience.

NYC's premier industrials focused venture fund.

About Steel Atlas.

Steel Atlas invests in the software and hardware technologies re-shaping the industrial economy. Grounded in research, the partnership selects ten companies per fund. Steel Atlas is supported by a global network of industrial conglomerates.

Portfolio.

Move

GenLogs

AI Enabled Supply Chain Visibility

Power

Valar Atomics

Lowest-cost, carbon-neutral fuels

Build

Hedral

AI Enabled Structural Engineering

Build

Stealth

AI Equipment Underwriting

Build

Stealth

Fully Automated Manufacturing

Move

Stealth

Advanced Data Backhaul

Build

Stealth

AI Process Engineering

Build

ODIN

Space Intelligence Systems

Power

Transmutex

Clean, Base-load Power

Power

Group1

Critical Mineral Free Batteries

Memos.

Memos

Bonsai & The Art of Growing a Firm

On what bonsai can teach us about why greatness can’t be planned but can be cultivated. Where conviction comes from and how MongoDB is actually an extension of Dilbert (the comic strip). Why we will be betting on radios and radioisotopes as a natural extension of our Fund I portfolio.

Memos

Finally, The Long Beginning of AI

Since the release of ChatGPT (enabled by GPT 3.5) in 2022, the default narrative has been one of AI takeoff and divergence. The imagined scenario is one where a leading AI lab develops a recursively self-improving model. In doing so, there is an intelligence explosion. That leading lab (and

Memos

Embedded Advantage – Services as the AI On-Ramp

The next AI frontier in industrials won’t be software-first startups — it’ll be service providers using workflow access to build software moats.

Investing in Resilience.

About Steel Atlas.

Portfolio.

GenLogs

Valar Atomics

Hedral

Stealth

Stealth

Stealth

Stealth

ODIN

Transmutex

Group1

Memos.

Bonsai & The Art of Growing a Firm

Finally, The Long Beginning of AI

Embedded Advantage – Services as the AI On-Ramp

Access Our Memos.