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We invest early in the industrial technologies that enable economic resilience across the value stack.

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Why Resilience?

Investments

Energy Transition

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TransmutexFission reactors that address the core concerns of safety, waste, and proliferation.Energy Prices
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Group1Potassium-ion batteries optimized for a domestic supply chain unlike Lithium-ion batteries.Rare Earths
↓ Investments Prior to Steel Atlas
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General FusionFusion reactors that combine the benefits of magnetic and inertial confinement.Energy Prices
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German Energy Price Volatility

Built Environment

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HedralAutomated structural engineering design enabling cost and environmental impact optimization.Material Prices
↓ Investments Prior to Steel Atlas
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Valon*Fully automated mortgage servicing platform driving lower prices and higher reliability.Home Loans
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Alice TechnologiesAI optimized construction scheduling to expedite planning and mitigate delays.Project Delays
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Cascading Construction Delays

Supply Chain & Logistics

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GenLogsAI on roadside cameras for tracking trucks/trailers enabling novel analytics and derivatives.Freight Capacity
↓ Investments Prior to Steel Atlas
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Project44Supply chain visibility platform enabling more efficient and cost-effective operations.Supply Chain Delays
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FlexportDigital freight forwarder making shipping more efficient, transparent, and accessible.Supply Chain Delays
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The Pressure Index

Advanced Manufacturing

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↓ Investments Prior to Steel Atlas
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To Be AnnouncedAI powered security equipment and operations platform.Security
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Smallhold*Yield-optimized mushroom farms digitally-connected with the latest in climate technology.Food Supply
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AON3D*Open materials 3D printers powered by machine learning eliminated barriers to entry.Supply Chain Delays
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The Friendshoring Imperative

Opportunistic

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↓ Investments Prior to Steel Atlas
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Transcend TherapeuticsDeveloping the next generation of compounds for neuropsychiatry focused on patient access.Mental Health
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Rize EducationPlatform enabling colleges to launch degree programs quickly & cheaply via cross-listing.Higher Ed.

Companies (and their logos) marked with "*" presented under "Investments” on this page are certain past or present portfolio companies of funds sponsored by AlleyCorp, LLC (AlleyCorp) where Cameron Porter played a significant role in the purchase, sale and/or the management of such portfolio companies prior to forming Steel Atlas. Past Investments as pictured above is not an all-inclusive list. Final approval of investment decisions at AlleyCorp were made by Kevin Ryan.

Team

Team Members

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Cameron PorterIncubated and invested in businesses at AlleyCorp. Studied Computer Science at Princeton.Partner
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Talal AttiehLed VC directs & FoFs for a large multi-family office (Galliott). Studied Economics at USC.Partner
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Mazen AltamimiFmr. Chairman of Al Murjan Group and Head of Institutional Banking at Banque Saudi Fransi. Advisor
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Rene MorkosPhDFounder & CEO of Alice Technologies. Adjunct Profressor of AI & Construction at Stanford.Advisor
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Greg van der VinkPhDCEO of Novametrics, an analytics firm working with DoD. Fmr. Prof. of Geophysics at Princeton.Advisor
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Aleh KandrashouPhDCEO of Cuby, a construction factory company. Chairmain of EnCata, a leading eng. consultancy.Advisor
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It Takes a Village

Memos

A Note On Access

We write memos related to our thesis of investing in resilience and its application to industrial sectors. These memos are distributed via personalized emails to fellow fund managers, industrials executives & owners, and public sector leaders. Given the sensitive nature of the materials distributed, we are selective about who is granted access.

If you would like to be considered for access and do not know us personally, please complete this form.

Select Memos

TitleDateTopic
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The Triad: Our General Framework for InvestingJanuary, 2024Energy
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Venture Opportunities in Critical Mineral VolatilityOctober, 2023Critical Minerals
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The Resilience MatrixSeptember, 2023Supply Chain
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A Tale of Two Countries and The New Nuclear FutureAugust, 2023Energy

Library

The Purpose of This Collection

We believe in standing on the shoulders of giants and are fortunate to collaborate with indivduals at the pinnacle of their domains. Often times, a small number of books had an outsized influence on the trajectory of their lives. Our goal is to bring those texts together in a single collection with the hope of positively influencing the trajectories of those we work with and their contribution to society. Physical copies of all books listed below (and many others) are featured in our office library.

If you are personally connected to the fund and would like to contribute a book to our library, please reach out.

Select Books

CoverTitleRecommender
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Why Greatness Can't Be Planned: The Myth of the ObjectiveCameron Porter, Partner @ Steel Atlas
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From Unayzah To Wall Street: The Story of Suliman Saleh OlayenAnthony Pompliano, Founder @ Pomp Investments
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Essentialism: The Disciplined Pursuit of LessKevin Ryan, CEO @ AlleyCorp
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How to Win Friends and Influence PeopleStrauss Zelnick, CEO @ Take Two Interactive

Contact

Disclaimers

This website is not, is not intended, and should not be used or construed as, an offer to sell, a solicitation of any offer to buy, or a recommendation of the merits of an investment in any security. The website does not contain certain material information, and no offer or solicitation may be made other than through the delivery of definitive offering documentation, the information contained in which supersedes any information provided herein. Offers will only be made where lawful under, and in compliance with, applicable law.

The Firm is not utilizing the website to provide investment or other advice, and no information or material at the website is to be deemed a recommendation to buy or sell any securities or is to be relied upon for the purpose of making or communicating investment or other decisions. In addition, no information, content or other materials contained on the website should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities.

The Firm makes no representations that transactions, products or services discussed on the website are available or appropriate for sale or use in all jurisdictions or by all investors. Those who access the website do so at their own initiative and are responsible for compliance with local laws or regulations.

While the Firm uses reasonable efforts to obtain information from reliable sources, the Firm makes no representations or warranties as to the accuracy, reliability or completeness of any information or document at the website obtained outside of the Firm. Unsourced statements should be understood to reflect the subjective beliefs, opinions, expectations or understandings of the Firm, which may be inaccurate. Certain information on the website contains forward-looking statements, which reflect our views with respect to, among other things, our operations and financial performance. Such forward-looking statements are subject to various risks and uncertainties and speak only as of the date on which they are made. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from this indicated in these statements. You can identify these forward-looking statements by the use of words such as “outlook,” “indicator,” “believe,” “expect,” “potential,” “continue,” “may,” “should,” “seek,” “approximately,” “predict,” “anticipate,” “optimistic,” “intend,” “plan,” “estimate,” “aim,” “will” or the negative version of these words or similar expressions. The Firm undertakes no obligation to update publicly or revise any information on the website, whether as a result of new information, future developments or otherwise. Opinions and any other contents at the website are subject to change without notice.

Past performance is not indicative of future results; no representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. Any transactions listed on the website are included as examples of transactions that have been pursued in the past, and should not be understood to include a complete list of all transactions that have been pursued to reflect overall or future performance.

This website has not been filed with the U.S. Securities and Exchange Commission, any securities administrator under any securities laws of any U.S. or non-U.S. jurisdiction or any other U.S. or non-U.S. governmental or self-regulatory authority. Securities are subject to numerous risks, including but not limited to market, currency, economic, regulatory, tax, political, business and other risks. Investments in securities will not always be profitable, and investors may lose money, including principal.