Bedrock is a technology investment firm founded in 2018 by Geoff Lewis, focused on 'narrative violations'—investing in promising companies that are underestimated because they contradict popular market narratives. The firm manages approximately $2 billion in assets across sectors including AI, defense, infrastructure, and digital assets.
Average disclosed round size is $86.9M (across 56 rounds with reported amounts).
Portfolio
37
Fund Size
—
Top Stage
Series A
Last 12 Mo
0
Team
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
DealsAvg Round Size
Portfolio
60 investments
| Company | Round | Amount | Date |
|---|---|---|---|
 Mach Industries | Seed | — | Sep 2026 |
 TensorZero | Seed | $7.3M | Aug 2025 |
| Mach Industries | Series C | $100M | Jun 2025 |
| Mach Industries | Series B | $100M | May 2025 |
 Flock Safety | Growth | $275M | Mar 2025 |
 Rippling | Series D | $250M | Jan 2025 |
 Fuze | Series A | $11.5M | Jun 2024 |
 Workrise | Unknown | $300M | May 2024 |
 Downtobid | Seed | $3.4M | Jan 2024 |
| Mach Industries | Series A | $79M | Oct 2023 |
 Atmos AI | Series A | $12.5M | Nov 2022 |
 Apfusion | Seed | $6.5M | Jul 2022 |
 Allocate | Series A | $15.3M | May 2022 |
 Rinsed | Series A | $12M | May 2022 |
 Rippling | Series D | $250M | May 2022 |
 Modern Intelligence | Seed | $5M | Mar 2022 |
 Check | Series C | $75M | Feb 2022 |
| Rinsed | Series A | $12M | Jan 2022 |
 Vercel | Series D | $150M | Nov 2021 |
 Runway AI | Seed | $2M | Nov 2021 |
 First AML | Series B | $21M | Nov 2021 |
 Homebase | Series C | $71M | Jul 2021 |
| Flock Safety | Series D | $150M | Jul 2021 |
 Leadr | Series A | $10M | Jul 2021 |
| Vercel | Series C | $102M | Jun 2021 |
Page 1 of 3
Top Co-Investors
Founders Fund16 shared
Y Combinator14 shared
Andreessen Horowitz8 shared
Tiger Global Management, LLC6 shared
Greenoaks Capital6 shared
Moore Strategic Ventures6 shared
Sequoia Capital5 shared
8VC5 shared
Accel5 shared
Kleiner Perkins5 shared
Franklin Templeton5 shared
137 Ventures5 shared
Baillie Gifford5 shared
Khosla Ventures4 shared
Geodesic Capital4 shared
CRV4 shared
GV4 shared
General Catalyst4 shared
Meritech Capital4 shared
Matrix Partners4 shared
Last updated: 7 October 2026