Investors / Traction Fund
Traction Fund
Venture capital
Traction Fund is a growth venture firm that invests in companies across the AI stack, from chips and data centers to energy and defense. It sources deals through its Traction Club network of Fortune 1000 and AI lab executives and assembles capital from value-add LPs via deal-by-deal SPVs.
Invests inAI & Machine Learning
In its own wordsaidefensedata centerssemiconductorsenergyenterprise ai
Your fit with Traction Fund
Four questions about your startup
See how your round matches what it backs, point by point.
Or find every investor that fitsTraction Fund lists 20 checked portfolio companies on its own site. Its largest themes are AI & Machine Learning (53%), Space & Defense (13%) and Cybersecurity (10%). 100% of its companies are based in United States. It invests most often alongside Lightspeed Venture Partners, Andreessen Horowitz and Valor Siren Ventures.
No funding round on record names Traction Fund yet, so the figures come from its portfolio page.
Round figures show recent activity, not Traction Fund's whole history. Rounds on record name 0 companies; its own site lists 20. 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 | 53% | 18% |
| Space & Defense | 13% | 3% |
| Cybersecurity | 10% | 4% |
| Education | 10% | 7% |
| Industrial & Manufacturing | 10% | 7% |
| Healthcare & Biotech | 3% | 15% |
| Media & Entertainment | 3% | 4% |
Its portfolio companies
where they are based, and what their own sites showSite status
- Site answers20100%
- 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.
Investor profile
percentile among all firmsShow as a table
| Measure | Percentile of all firms | Value |
|---|---|---|
| Portfolio size | 51th | 20 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 | 86th | 53% in its largest sector |
| Reach | 19th | 1 country |
Co-investor network
who it backs companies with, and who they back togetherAll co-investors or Compare portfolios with Lightspeed Venture Partners
Compare Traction Fund head to head
portfolio size, rounds, entry stages, themes and the companies both backThree or more firms at once: portfolio overlap.
Portfolio
20 companies checked against their own sites| Company | What it does | Themes | First round with it | Evidence |
|---|---|---|---|---|
| Aalo Atomics builds mass-manufactured nuclear power plants designed to power data centers and other applications | EducationIndustrial & Manufacturing | Portfolio page | ||
| Abridge develops and provides generative AI for clinical conversations and documentation in healthcare. | Healthcare & BiotechAI & Machine Learning | Portfolio page | ||
| Anduril Industries specializes in advanced autonomous systems for defense and commercial mission sets. | AI & Machine LearningAI & Machine Learning | Portfolio page | ||
| Applied Atomics develops, builds, and operates medium modular nuclear fission plants at customer sites | EducationIndustrial & Manufacturing | Portfolio page | ||
| Baseten brings inference, training, and execution together on one platform to power companies | AI & Machine LearningSpace & Defense | Portfolio page | ||
| Castelion designs, tests, and manufactures next-generation military systems rapidly and at massive scale to deter future wars. | AI & Machine LearningAI & Machine Learning | Portfolio page | ||
| CHAOS Industries designs and manufactures defense systems, including radar and interceptor products, for military use. | AI & Machine LearningAI & Machine Learning | Portfolio page | ||
| The company provides cloud-based artificial intelligence infrastructure and services | AI & Machine LearningCybersecurity | Portfolio page | ||
| Cylake provides a complete, AI-native cybersecurity platform for sovereign environments | CybersecurityAI & Machine Learning | Portfolio page | ||
| Etched designs and manufactures AI hardware, specifically frontier inference clusters, which include co-designed chips, racks, software, and manufacturing methods. | AI & Machine LearningSpace & Defense | Portfolio page | ||
| The company provides a full stack for generative media, including model APIs, serverless compute, and infrastructure for training and deploying AI models. | AI & Machine LearningMedia & Entertainment | Portfolio page | ||
| Fireworks Ai provides a platform for running, ensembling, and training open models for specialized intelligence | AI & Machine LearningSpace & Defense | Portfolio page | ||
| Gimlet provides serverless inference for AI agents and conducts research on AI systems and workload optimization. | AI & Machine LearningCybersecurity | Portfolio page | ||
| Helion is building the world's first fusion power plant | EducationIndustrial & Manufacturing | Portfolio page | ||
| MatX develops high-throughput chips for large language models | AI & Machine LearningSpace & Defense | Portfolio page | ||
| Positron develops and sells hardware for artificial intelligence applications, specifically for generative AI model inference. | AI & Machine LearningCybersecurity | Portfolio page | ||
| Saronic Technologies designs and builds autonomous vessels for maritime use | AI & Machine LearningAI & Machine Learning | Portfolio page | ||
| Shield AI develops and uses autonomous aircraft and intelligent systems for defense and other applications | AI & Machine LearningAI & Machine Learning | Portfolio page | ||
| Sierra helps companies build and optimize conversational AI agents to improve customer experiences | AI & Machine LearningSpace & Defense | Portfolio page | ||
| Valar Atomics is scaling nuclear energy for heavy industrial power and clean hydrocarbon fuel production. | EducationIndustrial & Manufacturing | Portfolio page |
About this data
site last read 10 Nov 2026- Site
- traction.fund
- Last read
- 10 Nov 2026
- Watching since
- 7 Nov 2026
- Companies checked
- 20
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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