Investors / United States / Caffeinated
Caffeinated
Venture capital · San Francisco, CO, United States · North America
Caffeinated is a venture firm based in San Francisco and New York that leads seed and Series A rounds and invests throughout the life of technology companies. It describes itself as a small team that works together on every investment and partners with founders over the long term.
Invests inAI & Machine Learning
In its own wordsearly-stagelong-termenterprise softwaredefense techspacehealthcare
Your fit with Caffeinated
Four questions about your startup
See how your round matches what it backs, point by point.
Or find every investor that fitsCaffeinated lists 31 checked portfolio companies on its own site and is named in 31 funding rounds, 8 of them as lead. Its most frequent entry is Series A, 39% of the companies with a known first round. Its largest themes are AI & Machine Learning (34%), Healthcare & Biotech (11%) and Fintech (11%). 93% of its companies are based in United States. It invests most often alongside Andreessen Horowitz, Summit Peak and Founders Fund.
Counts come from funding rounds that name Caffeinated, complete from mid-2025: earlier rounds appear only when they were reported later. Round amounts and full round histories are on Fundup AI.
Entry stage
share of companies by the stage of its first roundShow as a table
| Value | |
|---|---|
| Pre-seed | 0% |
| Seed | 22% |
| Series A | 39% |
| Series B | 26% |
| Growth | 13% |
Activity by year
rounds it joined, last 10 yearsShow as a table
| Total | Rounds it led | |
|---|---|---|
| '17 | 0 | 0 |
| '18 | 1 | 0 |
| '19 | 0 | 0 |
| '20 | 0 | 0 |
| '21 | 0 | 0 |
| '22 | 3 | 0 |
| '23 | 1 | 0 |
| '24 | 2 | 1 |
| '25 | 11 | 2 |
| '26 | 13 | 5 |
Investor profile
percentile among all firmsShow as a table
| Measure | Percentile of all firms | Value |
|---|---|---|
| Portfolio size | 69th | 31 companies |
| Recent activity | 97th | 15 rounds in 12 months |
| Early stage | 58th | 22% of entries at pre-seed or seed |
| Evidence | 91th | 19% of companies confirmed by a round |
| Sector focus | 62th | 34% in its largest sector |
| Reach | 58th | 3 countries |
Investment themes
share of its checked companiesThis firmAll checked companies
Show as a table
| This firm | All checked companies | |
|---|---|---|
| AI & Machine Learning | 34% | 18% |
| Healthcare & Biotech | 11% | 15% |
| Fintech | 11% | 12% |
| Industrial & Manufacturing | 9% | 7% |
| Cybersecurity | 7% | 4% |
| Real Estate & Construction | 5% | 3% |
| Enterprise Software | 5% | 8% |
| Education | 4% | 7% |
Invests most often with
firms sharing its portfolio companiesShow as a table
| Share | |
|---|---|
| Andreessen Horowitz | 8 |
| Summit Peak | 7 |
| Founders Fund | 6 |
| Khosla Ventures | 5 |
| General Catalyst | 4 |
| House Capital | 4 |
| Point72 Ventures | 4 |
| Valor Siren Ventures | 4 |
Its portfolio companies
where they are based, and what their own sites showSite status
- Site answers31100%
- No longer answers00%
- Points to another company00%
- 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 Andreessen Horowitz
Compare Caffeinated head to head
portfolio size, rounds, entry stages, themes and the companies both backThree or more firms at once: portfolio overlap.
Recent portfolio activity
when companies last raised with Caffeinated| Date | Company | Stage |
|---|---|---|
| 29 Sept 2026 | Series C+ | |
| 22 Sept 2026 | Series A Led | |
| 17 Sept 2026 | Series B | |
| 27 Aug 2026 | Series B | |
| 27 Jul 2026 | Series C+ Led | |
| 1 Jul 2026 | Series A | |
| 17 Jun 2026 | Series B | |
| 11 Jun 2026 | Series A Led |
Round details for Caffeinated
Amounts, full round histories and every co-investor in Caffeinated's rounds are on Fundup AI. VCinfo covers investors and their portfolios.
Portfolio
31 companies checked against their own sites| Company | What it does | Themes | First round with it | Evidence |
|---|---|---|---|---|
| Affirm offers payment plans for shoppers to pay over time with no fees | Fintech | Portfolio page | ||
| Airtable provides a platform for building custom applications and workflows | Enterprise SoftwareAI & Machine Learning | Portfolio page | ||
| Amca expands competition and capacity for the critical components that defend the nation and build the physical infrastructure America needs | AI & Machine LearningAI & Machine Learning | Apr 2025Seed · 2 rounds | Funding round | |
| Antares designs and manufactures modular, transportable reactors for strategic energy applications on Earth and in space. | EducationIndustrial & Manufacturing | Dec 2025Series B · 2 rounds | Page + round | |
| Astral builds high-performance developer tools for the Python ecosystem, starting with Ruff, a fast Python linter written in Rust. | Healthcare & BiotechAI & Machine Learning | Apr 2023Seed | Funding round | |
| Astrus develops software tooling that uses AI to empower analog designers to create advanced microchips. | AI & Machine LearningCybersecurity | Sept 2026Series A | Funding round | |
| Aven offers credit cards and other financial products backed by home equity or bitcoin. | FintechConsumer | Sept 2025Series C+ | Page + round | |
| Bobyard provides AI takeoff and estimating software for trade contractors in the construction industry | AI & Machine LearningReal Estate & Construction | Dec 2025Series A | Funding round | |
| Capchase provides financing for B2B software and hardware purchases | FintechEnterprise Software | May 2026Series C+ | Funding round | |
| CloudTrucks provides trucking solutions for drivers and shippers, including load booking, cash flow management, and compliance tools | Mobility & Logistics | Portfolio page | ||
| The company designs and manufactures custom circuit boards with AI | Robotics & Hardware | Jul 2025Series A | Funding round | |
| Divvy Homes provides a resident portal for users to sign in and manage their accounts. | Real Estate & Construction | Oct 2018Series A | Funding round | |
| Federato provides an AI-native insurance core platform for managing policies, billing, and claims | FintechAI & Machine Learning | Nov 2025Series B | Page + round | |
| Gravity provides a platform for carbon and energy management for enterprises | EducationIndustrial & Manufacturing | Jan 2025Series A | Funding round | |
| Hadrian manufactures precision parts and operates factories for production and inspection | Industrial & ManufacturingAI & Machine Learning | Mar 2022Series A | Funding round | |
| Human Intelligence enables organizations to unify, govern and secure their people and talent data to run analysis, deploy agents and build apps | AI & Machine LearningHuman Resources | Portfolio page | ||
| Hyfe turns food waste into compounds for food processors and other industries. | Food & AgricultureIndustrial & Manufacturing | May 2022Seed | Funding round | |
| The company provides data sovereignty and protection services for businesses, particularly in relation to AI and cross-border data transfer. | AI & Machine LearningCybersecurity | Sept 2025Round | Funding round | |
| Kindred is a platform for house swapping and home exchange | Real Estate & ConstructionLegal & Compliance | Apr 2022Seed | Page + round | |
| Luzern Risk designs and runs insurance programs built around a business | FintechIndustrial & Manufacturing | Sept 2026Series B | Funding round |
About this data
site last read 13 Nov 2026- Site
- caffeinated.com
- Last read
- 13 Nov 2026
- Watching since
- 6 Nov 2026
- Rounds since
- 9 Oct 2018
- Companies checked
- 31
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 Caffeinated's profile as data
Pull Caffeinated'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/caffeinated.com
# also
GET /v1/firms/caffeinated.com/portfolio
GET /v1/firms/caffeinated.com/coinvestors
GET /v1/firms/caffeinated.com/news