Caffeinated Capital | Activity | F4

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Caffeinated Capital Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

3 investments· MAY 2026 – JUL 2026Show all

Investment

Antares raised $470M to field military-focused microreactors. Caffeinated Capital is an investor.

Antares Industries

Antares Industries Caffeinated Capital

tectonicdefense.comJUL 27, 2026

JUL 27, 2026

Investment

Neion Bio raised $23M Series A to make pharmaceutical proteins from chicken eggs. Caffeinated Capital participated.

Neion Bio

Neion Bio Caffeinated Capital

endpoints.newsJUN 11, 2026

JUN 11, 2026

Investment

Caffeinated Capital led AMCA's $300M Series B at $1B valuation. AMCA is a defense/aerospace component manufacturer supplying Boeing, Lockheed, Airbus, and others.

Advanced Manufacturing Company of America

Advanced Manufacturing Company of America Caffeinated Capital

manufacturingdive.comMAY 20, 2026

MAY 20, 2026

Essay

Published comprehensive thesis on clean energy revival driven by AI electricity demand, political catalysts, and grid infrastructure transformation.

The Pragmatic Spring

Caffeinated Capital

caffeinatedcaptial.substack.comAPR 1, 2026

APR 1, 2026

Milestone

Saronic raised $1.75B at $9.25B valuation led by Kleiner Perkins. Caffeinated Capital is an early investor (led Series A).

Saronic

Saronic Caffeinated Capital

cnbc.comMAR 31, 2026

MAR 31, 2026

Essay

Published analysis of datacenter infrastructure and supply-demand dynamics in the AI era.

How I Learned to Stop Worrying and Love the Datacenter Oversupply

Caffeinated Capital

caffeinatedcaptial.substack.comMAR 28, 2026

MAR 28, 2026

Exit

Portfolio company Astral was acquired by OpenAI to expand its Codex development tooling capabilities.

Astral

Astral Caffeinated Capital

openai.comMAR 2026

MAR 2026

Investment

Participated in Saronic Technologies' $1.75B Series D round for maritime autonomy, valuing the company at $9.25B.

Saronic Technologies

Saronic TechnologiesCaffeinated Capital

prnewswire.comMAR 2026

MAR 2026

Investment

Participated in Matia's $21M Series A for unified AI-native data infrastructure.

Matia

Matia Caffeinated Capital

matia.ioFEB 2026

FEB 2026

Exit

Portfolio company SingleStore was acquired by Vector Capital Management in a growth buyout to accelerate enterprise AI innovation.

SingleStore

SingleStore Caffeinated Capital

singlestore.comSEP 2025

SEP 2025

Investment

Participated in Varda Space Industries' $187M Series C for microgravity-enabled life sciences.

Varda

Varda Caffeinated Capital

cooley.comJUL 10, 2025

JUL 10, 2025

Investment

Led Luzern Risk's $12M Series A for property and casualty insurance technology.

Luzern Risk

Luzern Risk Caffeinated Capital

captivereview.comAPR 10, 2025

APR 10, 2025

New Fund

Caffeinated Capital announced Fund V targeting $400M, with $160M already secured as of January 2025.

Fund V

Caffeinated Capital

techcrunch.comJAN 2025

JAN 2025