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Investors / United States / Cantos

Cantos

Venture capital · San Francisco, CA, United States · North America

cantos.vc

Cantos is an investment firm that backs early-stage technology companies, with a portfolio spanning energy, defense, space, mining, nuclear, water, and advanced manufacturing. It frames its investing around building abundance and resilience through technology.

Invests inAI & Machine LearningIndustrial & ManufacturingHealthcare & Biotech

In its own wordsenergydefensespacenuclearadvanced manufacturingdeep tech

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34portfolio companies
7funding rounds on record1 led
3rounds, last 12 months
$20M to $100Mtypical round it comes in at
Seedmost frequent entry

Cantos lists 34 checked portfolio companies on its own site and is named in 7 funding rounds, 1 of them as lead. Its most frequent entry is Seed, 50% of the companies with a known first round. Its largest themes are AI & Machine Learning (33%), Industrial & Manufacturing (28%) and Healthcare & Biotech (16%). 97% of its companies are based in United States. It invests most often alongside Y Combinator, Andreessen Horowitz and Collaborative Fund.

Counts come from funding rounds that name Cantos, complete from mid-2025: earlier rounds appear only when they were reported later. Round amounts and full round histories are on Fundup AI.

Round figures show recent activity, not Cantos' whole history. Rounds on record name 6 companies; its own site lists 34. 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.

Entry stage

share of companies by the stage of its first round
Show as a table
Share of companies by the stage of the firm's first round
Value
Pre-seed0%
Seed50%
Series A17%
Series B33%
Growth0%

Activity by year

rounds it joined, last 10 years
Show as a table
Funding rounds per year
TotalRounds it led
'1700
'1800
'1900
'2000
'2100
'2200
'2310
'2400
'2541
'2620

Investor profile

percentile among all firms
Portfolio size: 34 companiesRecent activity: 3 rounds in 12 monthsEarly stage: 50% of entries at pre-seed or seedEvidence: 15% of companies confirmed by a roundSector focus: 33% in its largest sectorReach: 2 countriesPortfolio size72th pctRecent activity76th pctEarly stage73th pctEvidence86th pctSector focus62th pctReach42th pct
This firmMedian of all firms
Show as a table
Cantos compared with all firms
MeasurePercentile of all firmsValue
Portfolio size72th34 companies
Recent activity76th3 rounds in 12 months
Early stage73th50% of entries at pre-seed or seed
Evidence86th15% of companies confirmed by a round
Sector focus62th33% in its largest sector
Reach42th2 countries

Investment themes

share of its checked companies

This firmAll checked companies

Show as a table
Investment themes
This firmAll checked companies
AI & Machine Learning33%18%
Industrial & Manufacturing28%7%
Healthcare & Biotech16%15%
Education9%7%
Space & Defense4%3%
Food & Agriculture2%3%
Robotics & Hardware2%1%
Real Estate & Construction2%3%

Invests most often with

firms sharing its portfolio companies
Show as a table
Co-investors
Share
Y Combinator5
Andreessen Horowitz4
Collaborative Fund4
Fifty Years4
Harpoon Ventures4
KdT Ventures4
Ravelin Capital4
Aera VC3

All co-investors

Its portfolio companies

where they are based, and what their own sites show

Headquarters

Site status

  • Site answers34100%
  • 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 together
103 shared companies54 shared companies40 shared companies33 shared companies32 shared companies27 shared companies16 shared companies9 shared companies9 shared companies9 shared companies8 shared companies7 shared companies6 shared companies6 shared companies5 shared companies5 shared companies4 shared companies4 shared companies4 shared companies4 shared companies3 shared companies3 shared companies3 shared companies3 shared companiesY Combinator: 5 shared companiesY Combinator5Andreessen Horowitz: 4 shared companiesAndreessen Horowitz4Collaborative Fund: 4 shared companiesCollaborative Fund4Fifty Years: 4 shared companiesFifty Years4Harpoon Ventures: 4 shared companiesHarpoon Ventures4KdT Ventures: 4 shared companiesKdT Ventures4Ravelin Capital: 4 shared companiesRavelin Capital4Aera VC: 3 shared companiesAera VC3Ambition Capital: 3 shared companiesAmbition Capital3BoxGroup: 3 shared companiesBoxGroup3Crosscut: 3 shared companiesCrosscut3DCVC: 3 shared companiesDCVC3
Shared portfolio companies with CantosFirms that also back companies together

All co-investors or Compare portfolios with Y Combinator

Compare Cantos head to head

portfolio size, rounds, entry stages, themes and the companies both back

Three or more firms at once: portfolio overlap.

Recent portfolio activity

when companies last raised with Cantos
DateCompanyStage
12 Aug 2026Heavisidetheheaviside.comSeries B
11 May 2026Heavisidetheheaviside.comSeries A
16 Dec 2025Vital Lyfevital-lyfe.comSeed
20 Oct 2025Faeth Therapeuticsfaeththerapeutics.comSeries B
20 Oct 2025atom.comatom.comSeed
18 Sept 2025MoldComoldco.comSeed Led
24 Apr 2023Radiant Nuclearradiantnuclear.comSeries B

Round details for Cantos

Amounts, full round histories and every co-investor in Cantos' rounds are on Fundup AI. VCinfo covers investors and their portfolios.

See rounds on Fundup AI →

Portfolio

34 companies checked against their own sites
CompanyWhat it doesThemesFirst round with itEvidence
Andean Systemsandean.systemsThe company is composed of engineers and operators who work on various projects
Industrial & Manufacturing
Portfolio page
Apexapexspace.com · United StatesApex Space manufactures and delivers satellite platforms to customers
AI & Machine LearningAI & Machine Learning
Portfolio page
Arborarbor.co · United StatesArbor develops and supplies power systems, including next-generation turbines, to deliver clean and reliable energy
EducationIndustrial & Manufacturing
Portfolio page
Astranisastranis.com · United StatesAstranis designs, manufactures, tests, and operates geostationary orbit satellites for commercial and government customers.
Space & DefenseAI & Machine Learning
Portfolio page
Atom Computingatom-computing.com · United StatesAtom Computing builds highly scalable, gate-based quantum computers with arrays of optically-trapped neutral atoms
Healthcare & BiotechIndustrial & Manufacturing
Portfolio page
atom.comatom.com · United StatesThe company operates a domain marketplace where users can buy, sell, and register domain names.
E-commerce & MarketplacesCybersecurity
Oct 2025SeedFunding round
Bedrock Energybedrockenergy.comBedrock Energy provides geothermal heating and cooling systems for buildings using ground-source heat pumps.
EducationReal Estate & Construction
Portfolio page
Cache Energycache-energy.com · United StatesCache Energy provides long-term energy storage solutions
EducationIndustrial & Manufacturing
Portfolio page
Castelioncastelion.com · United StatesCastelion designs, tests, and manufactures next-generation military systems rapidly and at massive scale to deter future wars.
AI & Machine LearningAI & Machine Learning
Portfolio page
Character Biocharacterbio.com · United StatesCharacter Bio is a clinical-stage biotechnology company developing new medicines for eye diseases
Healthcare & Biotech
Portfolio page
Debut Biotechnologydebutbiotech.com · United StatesDebut combines AI and biotechnology to create beauty products
Healthcare & Biotech
Portfolio page
Dusty Roboticsdustyrobotics.com · United StatesDusty Robotics provides automated construction layout solutions
Industrial & Manufacturing
Portfolio page
Earth AIearth-ai.comEarth AI uses artificial intelligence to find and develop new mines for critical minerals
Industrial & ManufacturingAI & Machine Learning
Portfolio page
Faeth Therapeuticsfaeththerapeutics.com · United StatesFaeth Therapeutics is developing novel therapeutics to treat cancer
Healthcare & Biotech
Oct 2025Series BPage + round
Fleetzerofleetzero.com · United StatesFleetzero builds and designs cargo ships with modular designs, advanced manufacturing, and autonomous propulsion
Industrial & ManufacturingAI & Machine Learning
Portfolio page
Furno Materialsfurno.com · United StatesFurno Materials is developing modular and energy-efficient cement plants to produce cement locally and efficiently
Industrial & Manufacturing
Portfolio page
Inphoinpho.io · CanadaInpho develops revolutionary optical data connections for high performance cloud applications
Industrial & ManufacturingHealthcare & Biotech
Portfolio page
Intramotevintramotev.com · United StatesIntramotev develops and retrofits autonomous freight railcars with its TugVolt technology
Industrial & ManufacturingMobility & Logistics
Portfolio page
Limelight Steellimelightsteel.com · United StatesLimelight Steel uses the power of laser light to electrify the primary steelmaking process
Industrial & Manufacturing
Portfolio page
The Lumber Manufactorylumbermanufactory.com · United StatesTLM develops, builds, and operates wood-processing infrastructure to connect America's timber to markets that need it.
Industrial & ManufacturingAI & Machine Learning
Portfolio page

About this data

site last read 5 Nov 2026
The homepage of Cantos, as last read
cantos.vc as VCinfo last read it
Site
cantos.vc
Last read
5 Nov 2026
Watching since
5 Nov 2026
Rounds since
24 Apr 2023
Companies checked
34

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.

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