Transition Global | Activity

New Fund

Transition Ventures closes Fund II at $150M, marking a reframe toward physical AI at the intersection of AI and industrial infrastructure from the prior climate-first Planetary Boundaries thesis.

Transition Ventures Fund II ($150M)

Transition Global

vcwire.tech

Added recently

Investment

Backed Podium Automation (Series A), reinventing industrial control panels for modern manufacturing.

Podium Automation

Podium Automation Transition Global

transitionvc.substack.comJUN 15, 2026

JUN 15, 2026

Investment

Backed Invisix (Seed), an Eindhoven-based advanced semiconductor metrology company.

Invisix

Invisix Transition Global

transitionvc.substack.comJUN 4, 2026

JUN 4, 2026

New Fund

Closed $150M Fund II, taking AUM above $300M; marks a deliberate pivot to 'physical AI' — backing companies rebuilding real-world systems at the intersection of AI and industrial infrastructure.

Fund II — $150M

Transition Global

techfundingnews.comMAY 28, 2026

MAY 28, 2026

Investment

Backed Applied Atomics, developing vertically integrated modular nuclear plants for data centers and heavy industry.

Applied Atomics

Applied Atomics Transition Global

transitionvc.substack.comMAR 26, 2026

MAR 26, 2026

Investment

Announced investment in Valor.

Valor

Valor Transition Global

transitionvc.substack.comMAR 11, 2026

MAR 11, 2026

Investment

Led seed round in Olix, a London-based startup building optical-digital processors for AI inference to deliver step-change energy efficiency and speed.

OLIX

OLIX Transition Global

transitionvc.substack.comFEB 11, 2026

FEB 11, 2026

Investment

Backed Transition Metal Solutions, harnessing biology to tackle the critical metals crisis.

Transition Metal Solutions

Transition Metal SolutionsTransition Global

transitionvc.substack.comJAN 16, 2026

JAN 16, 2026

Investment

Backed Seneca's seed round; Seneca builds advanced AI, robotics, and autonomy for wildfire suppression.

Seneca

SenecaTransition Global

transitionvc.substack.comOCT 20, 2025

OCT 20, 2025

Essay

Essay exploring water infrastructure as an underinvested area relative to its critical importance.

Why the silence on water infrastructure?

Transition Global

transitionvc.substack.comOCT 2, 2025

OCT 2, 2025

Team Change

Transition announced it is growing its team.

Team expansion

Transition Global

transitionvc.substack.comAUG 19, 2025

AUG 19, 2025

Essay

Essay sharing lessons from building a go-to-market function for deep tech companies.

Lessons from building a deep tech GTM function

Transition Global

transitionvc.substack.comMAY 30, 2025

MAY 30, 2025

Essay

Essay on the interplay between product and process innovation.

Innovation Back and Forth: Product and Process

Transition Global

transitionvc.substack.comAPR 22, 2025

APR 22, 2025

Transition Global Activity

Transition Ventures closes Fund II at $150M, marking a reframe toward physical AI at the intersection of AI and industrial infrastructure from the prior climate-first Planetary Boundaries thesis.

Transition Ventures publishes essay on ag tech by Clara Ricard and Nikoline Mekjan, analyzing structural challenges and opportunities in agricultural technology, expressing openness to backing founders in alternative crop inputs and AI/robotics for agriculture.

Backed Podium Automation (Series A), reinventing industrial control panels for modern manufacturing.

Backed Invisix (Seed), an Eindhoven-based advanced semiconductor metrology company.

Closed $150M Fund II, taking AUM above $300M; marks a deliberate pivot to 'physical AI' — backing companies rebuilding real-world systems at the intersection of AI and industrial infrastructure.

Backed Applied Atomics, developing vertically integrated modular nuclear plants for data centers and heavy industry.

Announced investment in Valor.

Led seed round in Olix, a London-based startup building optical-digital processors for AI inference to deliver step-change energy efficiency and speed.

Backed Transition Metal Solutions, harnessing biology to tackle the critical metals crisis.

Backed Seneca's seed round; Seneca builds advanced AI, robotics, and autonomy for wildfire suppression.

Essay exploring water infrastructure as an underinvested area relative to its critical importance.

Transition announced it is growing its team.

Essay sharing lessons from building a go-to-market function for deep tech companies.

Essay on the interplay between product and process innovation.