Steel Atlas — Investor Portal

Steel Atlas Venture Capital

Investor Portal

Investment memos, operating models, quarterly reports, and portfolio updates — all in one place.

Investments

Quarterly Reports

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October – December 2025

The New Industrial Stack. Final two investments — Autonymy and Panthyon. Fund I at 4.2x TVPI, 190% IRR.

July – September 2025

Bonsai and the Art of Growing a Firm. ODIN Space, Substrate Industries, and Framework Automation join the portfolio.

April – June 2025

Portfolio updates across energy, data infrastructure, and built environment investments.

January – March 2025

Introduction of the Four Cost Model framework and continued portfolio development.

October – December 2024

Valar Atomics joins the portfolio. Energy transition thesis deepens.

July – September 2024

Portfolio momentum across first four investments.

April – June 2024

Early traction and milestones from inaugural investments.

January – March 2024

Inaugural quarterly report. Hedral, GenLogs, Transmutex, and Group1.

Resources

Fund I Timeline

Interactive timeline of investments, milestones, and fund events.

Fund I Portfolio

10 companies building at the intersection of intelligence, energy, and the physical economy.

Dashboard

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User Management — Whitelist

Fund I Fund II SPV: Quartermaster SPV: Zeno SPV: Coretsu SPV: American Terawatt

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