Investors / United States / Contrarian Thinking Capital
Contrarian Thinking Capital
Venture capital · Austin, TX, United States · North America
Contrarian Thinking Capital is an investment firm that writes small checks into startups. It focuses on companies competing with pen and paper in physical and frontline industries.
Invests inAI & Machine LearningFintech
In its own wordsindustrial innovationconstructionsupply chainmanufacturingvertical softwarefrontline workforce
Your fit with Contrarian Thinking Capital
Four questions about your startup
See how your round matches what it backs, point by point.
Or find every investor that fitsContrarian Thinking Capital lists 32 checked portfolio companies on its own site. Its largest themes are AI & Machine Learning (28%), Fintech (16%) and E-commerce & Marketplaces (9%). 100% of its companies are based in United States. It invests most often alongside Y Combinator, Inertia Ventures and Soma Capital.
No funding round on record names Contrarian Thinking Capital yet, so the figures come from its portfolio page.
Round figures show recent activity, not Contrarian Thinking Capital's whole history. Rounds on record name 0 companies; its own site lists 32. 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 | |
|---|---|---|
| AI & Machine Learning | 28% | 18% |
| Fintech | 16% | 12% |
| E-commerce & Marketplaces | 9% | 6% |
| Education | 7% | 7% |
| Healthcare & Biotech | 7% | 15% |
| Enterprise Software | 7% | 8% |
| Space & Defense | 5% | 3% |
| Industrial & Manufacturing | 5% | 7% |
Invests most often with
firms sharing its portfolio companiesShow as a table
| Share | |
|---|---|
| Y Combinator | 5 |
| Inertia Ventures | 4 |
| Soma Capital | 4 |
| Andreessen Horowitz | 3 |
| Litquidity Ventures | 3 |
| ARK Venture Fund | 2 |
| Astro Capital | 2 |
| Bessemer Venture Partners | 2 |
Investor profile
percentile among all firmsShow as a table
| Measure | Percentile of all firms | Value |
|---|---|---|
| Portfolio size | 70th | 32 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 | 46th | 28% in its largest sector |
| Reach | 19th | 1 country |
Its portfolio companies
where they are based, and what their own sites showSite status
- Site answers32100%
- 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 togetherCompare Contrarian Thinking Capital head to head
portfolio size, rounds, entry stages, themes and the companies both backThree or more firms at once: portfolio overlap.
Funds
from public registers and its sitePortfolio
32 companies checked against their own sites| Company | What it does | Themes | First round with it | Evidence |
|---|---|---|---|---|
| Affiniti is a financial technology company that provides financial operating system services, including cards, banking, accounts payable, and expense management | Fintech | Portfolio page | ||
| Ambient securely pools knowledge across meetings, people, and systems, so every AI tool a team uses starts with real context. | AI & Machine LearningCybersecurity | Portfolio page | ||
| The company provides a platform for creating newsletters and websites | Media & EntertainmentEducation | Portfolio page | ||
| The company provides pool service, cleaning, and maintenance, including weekly cleaning, water balancing, and equipment checks. | Consumer | Portfolio page | ||
| Carry helps individuals unlock tax-saving strategies and invest in various assets to build wealth. | FintechFintech | Portfolio page | ||
| Delphi allows users to ask questions and get perspectives from people with relevant experience | EducationHealthcare & Biotech | Portfolio page | ||
| Doola helps with LLC formation, bookkeeping, business taxes, and e-commerce analytics for businesses. | FintechE-commerce & Marketplaces | Portfolio page | ||
| Drillbit automates execution and customer communication for trade businesses | AI & Machine LearningEnterprise Software | Portfolio page | ||
| The company develops software for enterprises using autonomous agents | Enterprise SoftwareAI & Machine Learning | Portfolio page | ||
| Figure develops and uses a humanoid robot and artificial intelligence for household tasks | Robotics & HardwareAI & Machine Learning | Portfolio page | ||
| Finmile develops and provides AI-powered logistics and delivery software solutions | AI & Machine LearningE-commerce & Marketplaces | Portfolio page | ||
| Galadyne is a defense company that redefines missile architecture with scalable liquid propulsion and full-stack integration. | AI & Machine LearningAI & Machine Learning | Portfolio page | ||
| Ply develops and provides AI-powered inventory and purchasing software for trade companies | AI & Machine LearningEnterprise Software | Portfolio page | ||
| HaulerHero develops software for waste hauling companies to manage their operations, including routing, customer management, and billing. | Healthcare & BiotechIndustrial & Manufacturing | Portfolio page | ||
| Heatmap analyzes customer interactions and provides ecommerce analytics and behavioral intelligence to help businesses identify revenue leaks and areas for improvement | E-commerce & MarketplacesAI & Machine Learning | Portfolio page | ||
| Fig provides an enterprise AI platform for businesses | AI & Machine LearningEnterprise Software | Portfolio page | ||
| Hone Health provides telehealth clinic services, including treatments and supplements for various health issues | Healthcare & Biotech | Portfolio page | ||
| Ladder provides daily workout plans and strength training programs | Healthcare & BiotechEducation | Portfolio page | ||
| Numeral provides sales tax and VAT compliance solutions for businesses. | FintechSpace & Defense | Portfolio page | ||
| Nuvocargo provides freight services for North American truckload freight | Legal & ComplianceIndustrial & Manufacturing | Portfolio page |
About this data
site last read 5 Nov 2026- Site
- contrarianthinkingcapital.com
- Last read
- 5 Nov 2026
- Watching since
- 6 Nov 2026
- Companies checked
- 32
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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