Investors / United States / Lobster Capital
Lobster Capital
Venture capital · San Francisco, CA, United States · North America
Lobster Capital is an investment fund that backs companies exclusively from the Y Combinator ecosystem, having invested in more than 100 YC startups. It also raises capital from limited partners seeking exposure to YC companies.
Invests inAI & Machine Learning
In its own wordsy-combinatorearly-stagestartupsventure-capitalsilicon-valley
Your fit with Lobster Capital
Four questions about your startup
See how your round matches what it backs, point by point.
Or find every investor that fitsLobster Capital lists 44 checked portfolio companies on its own site and is named in 2 funding rounds. Its most frequent entry is Seed, 100% of the companies with a known first round. Its largest themes are AI & Machine Learning (29%), Fintech (13%) and Healthcare & Biotech (12%). 95% of its companies are based in United States. It invests most often alongside Y Combinator, Eight Capital and Transpose Platform.
Counts come from funding rounds that name Lobster Capital, 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 Lobster Capital's whole history. Rounds on record name 2 companies; its own site lists 44. 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 roundLobster Capital does not state its stages on its site, so only what it does is shown.
Show as a table
| Value | |
|---|---|
| Pre-seed | 0% |
| Seed | 100% |
| Series A | 0% |
| Series B | 0% |
| Growth | 0% |
Activity by year
rounds it joined, last 10 yearsShow as a table
| Total | Rounds it led | |
|---|---|---|
| '17 | 0 | 0 |
| '18 | 0 | 0 |
| '19 | 0 | 0 |
| '20 | 0 | 0 |
| '21 | 0 | 0 |
| '22 | 0 | 0 |
| '23 | 0 | 0 |
| '24 | 0 | 0 |
| '25 | 0 | 0 |
| '26 | 2 | 0 |
Investor profile
percentile among all firmsShow as a table
| Measure | Percentile of all firms | Value |
|---|---|---|
| Portfolio size | 80th | 44 companies |
| Recent activity | 69th | 2 rounds in 12 months |
| Early stage | 100th | 100% of entries at pre-seed or seed |
| Evidence | 62th | 5% of companies confirmed by a round |
| Sector focus | 49th | 29% 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 | 29% | 18% |
| Fintech | 13% | 12% |
| Healthcare & Biotech | 12% | 15% |
| E-commerce & Marketplaces | 8% | 6% |
| Industrial & Manufacturing | 7% | 7% |
| Education | 5% | 7% |
| Enterprise Software | 5% | 8% |
| Media & Entertainment | 4% | 4% |
Invests most often with
firms sharing its portfolio companiesShow as a table
| Share | |
|---|---|
| Y Combinator | 42 |
| Eight Capital | 13 |
| Transpose Platform | 12 |
| Multimodal Ventures | 9 |
| Phosphor Capital | 5 |
| DG Daiwa Ventures | 4 |
| Rebel Fund | 4 |
| Founders Future | 3 |
Its portfolio companies
where they are based, and what their own sites showSite status
- Site answers44100%
- 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 Lobster Capital 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 Lobster Capital| Date | Company | Stage |
|---|---|---|
| 8 Sept 2026 | Seed | |
| 26 May 2026 | Seed |
Round details for Lobster Capital
Amounts, full round histories and every co-investor in Lobster Capital's rounds are on Fundup AI. VCinfo covers investors and their portfolios.
Portfolio
44 companies checked against their own sites| Company | What it does | Themes | First round with it | Evidence |
|---|---|---|---|---|
| The company provides a platform for building and publishing mobile apps | AI & Machine LearningFintech | Portfolio page | ||
| Allia Health provides an operating system for behavioral health practices, offering a platform for intake, care, documentation, prescribing, and billing | Healthcare & Biotech | Portfolio page | ||
| Array Labs designs, builds, and operates radar satellites and radar sensor systems for Earth observation and elevation mapping. | Space & DefenseAI & Machine Learning | Portfolio page | ||
| Better Auth provides an authentication framework for applications | CybersecurityEnterprise Software | Portfolio page | ||
| Crustdata indexes every web page on the internet and parses it into one live graph of people and companies, available via API or MCP. | AI & Machine LearningEnterprise Software | Portfolio page | ||
| The company provides an API for identity and fraud services, including authentication, verification, and monitoring. | FintechCybersecurity | May 2026Seed | Page + round | |
| Finaldose is a company involved in cancer therapy using DNA and programmability | Healthcare & Biotech | Portfolio page | ||
| BioStack sources and structures high-quality healthcare data for use in AI training. | Healthcare & BiotechAI & Machine Learning | Portfolio page | ||
| The company provides AI sales follow-through services. | AI & Machine LearningE-commerce & Marketplaces | Portfolio page | ||
| Harper provides business insurance services, including various types of liability insurance and other coverage options, to different industries | FintechIndustrial & Manufacturing | Portfolio page | ||
| Sunset helps families find and settle the accounts of deceased persons | FintechLegal & Compliance | Portfolio page | ||
| The company produces a device that captures and summarizes conversations and thoughts | AI & Machine LearningConsumer | Portfolio page | ||
| Ionworks creates battery simulation software for R&D teams | EducationIndustrial & Manufacturing | Portfolio page | ||
| The company helps users get refunds from stores when the price of an item they purchased drops | E-commerce & MarketplacesFintech | Portfolio page | ||
| Joon Health provides a pediatric behavioral health platform for parents and providers. | Healthcare & Biotech | Portfolio page | ||
| Juno develops a personal health assistant app for people with chronic illnesses to track symptoms and create reports to share with doctors | Healthcare & Biotech | Portfolio page | ||
| Keye provides an AI-powered due diligence platform that automates data analysis for investors | FintechAI & Machine Learning | Portfolio page | ||
| LunaBill automates the revenue cycle for hospitals using AI agents to work on claims, denials, and appeals | Healthcare & Biotech | Portfolio page | ||
| Lyra provides an AI-native meeting platform that automates tasks and provides meeting insights | AI & Machine LearningSpace & Defense | Portfolio page | ||
| Thomas is a virtual human who starts and grows his own companies on the internet to make money | AI & Machine LearningE-commerce & Marketplaces | Portfolio page |
About this data
site last read 5 Nov 2026- Site
- lobstercap.com
- Last read
- 5 Nov 2026
- Watching since
- 5 Nov 2026
- Rounds since
- 26 May 2026
- Companies checked
- 44
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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