NEW YORK, NY – Steel Atlas makes concentrated investments in technologies that enable resilience. Through our research-driven theses, we identify critical areas of industrial volatility that are both significant to businesses and essential to national interests. We focus on early-stage teams developing software and hardware solutions that address these volatilities.
Left unaddressed, these emerging sources of industrial disruption will increasingly impact large-scale economic activity. From vanadium used in steel reinforcement to rare earth metals essential for global battery supply chains, we target specific bottlenecks where technology can solve problems economically and at scale, capturing significant value. Our proprietary approach is powered by a unique network of long-standing relationships with leaders and owners of industrial conglomerates.
This network grants us access to two key resources: high-signal information flows and commercialization pathways. By meeting with these industrial operators, we identify the areas where they are experiencing heightened volatility or uncertainty in their supply chains and operations. The insights we gather—what we call “public secrets”—directly shape our investment theses.
Given the depth of our analysis, we selectively invest in ten or fewer companies per fund. After investing, we work closely with these companies to help them commercialize their technologies, leveraging our network of industrial conglomerates in Europe and the Gulf. Our primary goal is to support technological de-risking and accelerate commercial success.