Steel Atlas is a New York-based early-stage venture capital firm investing in software and hardware technologies re-shaping the industrial economy. Founded in 2023, the firm focuses on the built environment, advanced manufacturing, energy transition, supply chain, and national security.
43% of their portfolio is in Logistics & Supply Chain. Deal activity increased 200% year-over-year (3 deals in the last 12 months). Average disclosed round size is $31.8M (across 6 rounds with reported amounts).
Portfolio
5
Fund Size
$10M
Top Stage
Series B
Last 12 Mo
3
Team
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
DealsAvg Round Size
Portfolio
7 investments
| Company | Round | Amount | Date |
|---|---|---|---|
 Quartermaster | Series A | $43M | May 2026 |
 GenLogs | Series B | $60M | Feb 2026 |
| GenLogs | Series B | $60M | Jan 2026 |
 Odin Space | Unknown | $3M | Dec 2025 |
 Valar Atomics | Seed | $19M | Feb 2025 |
 Transmutex | Series A | — | Jan 2024 |
| GenLogs | Seed | $6M | — |
Top Co-Investors
Plug and Play Tech Center3 shared
TitletownTech3 shared
Autotech Ventures3 shared
Venrock2 shared
Battery Ventures2 shared
9Yards Capital2 shared
HOF Capital2 shared
Cathay Innovation2 shared
AlleyCorp2 shared
Institutional Venture Partners1 shared
Day One Ventures1 shared
Root Ventures1 shared
Initialized Capital1 shared
Union Square Ventures1 shared
HCVC1 shared
Presight Capital1 shared
Verve Ventures1 shared
Act One Ventures1 shared
Cur8 Capital1 shared
Last updated: 7 October 2026