Investors / United States / Activate Capital
Activate Capital
Venture capital · San Francisco, CA, United States · North America
Activate Capital is an investment firm focused on infrastructure technology. It invests in intelligent energy and infrastructure technology.
Invests inIndustrial & ManufacturingEducation
In its own wordsenergyinfrastructuretechnology
Your fit with Activate Capital
Four questions about your startup
See how your round matches what it backs, point by point.
Or find every investor that fitsActivate Capital lists 35 checked portfolio companies on its own site. Its largest themes are Industrial & Manufacturing (23%), Education (20%) and AI & Machine Learning (14%). 86% of its companies are based in United States. It invests most often alongside ACTivate Capital, Salesforce Ventures and The Westly Group.
No funding round on record names Activate Capital yet, so the figures come from its portfolio page.
Round figures show recent activity, not Activate Capital's whole history. Rounds on record name 0 companies; its own site lists 35. Funding rounds are complete from mid-2025, so counts and the yearly trend undercount a firm that invested before then. The portfolio, themes and places come from its own site and are not affected.
Investment themes
share of its checked companiesThis firmAll checked companies
Show as a table
| This firm | All checked companies | |
|---|---|---|
| Industrial & Manufacturing | 23% | 7% |
| Education | 20% | 7% |
| AI & Machine Learning | 14% | 18% |
| Space & Defense | 11% | 3% |
| Real Estate & Construction | 9% | 3% |
| E-commerce & Marketplaces | 6% | 6% |
| Cybersecurity | 5% | 4% |
| Fintech | 5% | 12% |
Invests most often with
firms sharing its portfolio companiesShow as a table
| Share | |
|---|---|
| ACTivate Capital | 9 |
| Salesforce Ventures | 5 |
| The Westly Group | 5 |
| 137 Ventures | 3 |
| Energy Impact Partners | 3 |
| Long Journey Ventures | 3 |
| Lowercarbon Capital | 3 |
| Spark Capital | 3 |
Investor profile
percentile among all firmsShow as a table
| Measure | Percentile of all firms | Value |
|---|---|---|
| Portfolio size | 73th | 35 companies |
| Recent activity | 46th | 0 rounds in 12 months |
| Early stage | 54th | 0% of entries at pre-seed or seed |
| Evidence | 52th | 0% of companies confirmed by a round |
| Sector focus | 26th | 23% in its largest sector |
| Reach | 78th | 5 countries |
Its portfolio companies
where they are based, and what their own sites showSite status
- Site answers3497%
- No longer answers00%
- Points to another company13%
- Parked or sold domain00%
A site that stops answering three checks in a row is counted as no longer answering; that is not proof of closure. A site that points to another company is often an acquisition.
Co-investor network
who it backs companies with, and who they back togetherAll co-investors or Compare portfolios with ACTivate Capital
Compare Activate Capital head to head
portfolio size, rounds, entry stages, themes and the companies both backThree or more firms at once: portfolio overlap.
Portfolio
35 companies checked against their own sites| Company | What it does | Themes | First round with it | Evidence |
|---|---|---|---|---|
| Aerones provides robotic wind turbine inspection and maintenance services | Robotics & HardwareSpace & Defense | Page + round | ||
| Altana AI is an AI-powered network for trusted trade | AI & Machine LearningE-commerce & Marketplaces | Portfolio page | ||
| Antora Energy develops and deploys thermal battery storage systems for industrial heat and power | Industrial & ManufacturingEducation | Portfolio page | ||
| The company provides cloud-based artificial intelligence infrastructure and services | AI & Machine LearningCybersecurity | Page + round | ||
| Enpal provides energy solutions, including photovoltaic systems, heat pumps, and energy storage, to households and businesses. | EducationIndustrial & Manufacturing | Portfolio page | ||
| Fictiv provides custom manufacturing services, including CNC machining, sheet metal, injection molding, and other capabilities. | Industrial & ManufacturingAI & Machine Learning | Portfolio page | ||
| Flexe provides warehouse solutions and access to a network of warehouses for companies to optimize their supply chain and logistics | Industrial & ManufacturingReal Estate & Construction | Portfolio page | ||
| Generate Capital develops, finances, owns, and operates critical infrastructure that helps large energy users access power faster in a grid-constrained world. | EducationReal Estate & Construction | Portfolio page | ||
| HOMEE connects homeowners, insurers, and professionals for home repairs and property maintenance services | Real Estate & Construction | Portfolio page | ||
| Infravision helps utilities build power lines faster, safer, and more cost-effectively using drone-enabled automation | Industrial & ManufacturingAI & Machine Learning | Portfolio page | ||
| Jetson Home installs and manages intelligent systems for heating, hot water, and electric vehicle charging in homes. | EducationIndustrial & Manufacturing | Page + round | ||
| Kin Insurance provides home and auto insurance services, including homeowners, condo, landlord, and flood insurance, as well as mortgage and refinancing options. | FintechReal Estate & Construction | Page + round | ||
| KlearNow leverages AI to structure data from trade documents, track inventory in motion, enable exception management, facilitate customs filings and complete compliance audits, globally, all in one platform. | AI & Machine LearningE-commerce & Marketplaces | Portfolio page | ||
| Lunar Energy designs and provides a full energy platform for homes, including solar, energy storage, and other electrification solutions. | EducationIndustrial & Manufacturing | Portfolio page | ||
| Muon Space designs, builds, and operates high-performance satellite constellations | Space & Defense | Page + round | ||
| Northwood Space builds and delivers ground infrastructure for space communications | Space & DefenseHealthcare & Biotech | Portfolio page | ||
| Nozomi Networks provides industrial cybersecurity solutions for operational technology and IoT security | CybersecurityIndustrial & Manufacturing | Portfolio page | ||
| Omnidian provides performance assurance, management, and servicing for solar and battery storage systems | EducationReal Estate & Construction | Portfolio page | ||
| Optimal Dynamics provides a transportation decision system to automatically boost utilization, productivity, and profitability across an organization. | Industrial & ManufacturingAI & Machine Learning | Portfolio page | ||
| Parsable develops software that turns paper procedures into guided digital workflows for frontline teams | Industrial & Manufacturing | Portfolio page |
About this data
site last read 5 Nov 2026- Site
- activatecap.com
- Last read
- 5 Nov 2026
- Watching since
- 5 Nov 2026
- Companies checked
- 35
Rates come from what VCinfo has observed since observation_start. Firms tend to remove companies that closed, so early rates understate reality. A company leaving a portfolio page does not mean it closed or exited. An unreachable site means our checks failed, nothing more.
Get Activate Capital's profile as data
Pull Activate Capital's portfolio, co-investors and changes through one API key or MCP, open every portfolio row, compare it with other firms, and get an email when it adds a company or files a fund.
Work email, sign-in link by email. Already have an account? Log in- Ask AI5 plain-English investor searches a day
- Full listsEvery portfolio row and two-firm overlap
- API and MCP100 REST or MCP calls a month, one key
- AlertsFollow 5 investors for portfolio and fund changes
$ curl -H "X-API-Key: YOUR_KEY" \
https://api.vcinfo.io/v1/firms/activatecap.com
# also
GET /v1/firms/activatecap.com/portfolio
GET /v1/firms/activatecap.com/coinvestors
GET /v1/firms/activatecap.com/news