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Linse Capital Rebrands to Lithos Capital as Firm Doubles Down on AI’s Physical Future - The National Law Review

Reported by Natlawreview
Oct 15, 2026· 2 min read
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Key Takeaways
  • • Linse Capital, the San Juan, Puerto Rico-based deep tech venture firm, rebranded as Lithos Capital, with a new website at www.lithos.com, according to a Business Wire release.
  • • The firm has raised over $1.7 billion to date and has backed nine growth-stage and fourteen early-stage companies, per the release.
  • • Lithos now invests in early-stage rounds across space, robotics, energy, mobility, defense and AI, extending its concentrated-check model from first check through scale.
  • • The rebrand follows the launch of Linse Ignition, a $75 million early-stage fund, alongside a $75 million co-investment vehicle.
  • • Co-founders Michael Linse and Bastiaan Janmaat cite a largest investment that began as a $4 million check and grew to $330 million over five years.
Summary
Linse Capital, a deep tech venture capital firm founded in 2015, has rebranded as Lithos Capital, according to a Business Wire release dated October 15, 2026. The firm said the new name reflects its long-standing approach of backing a small number of companies with large, concentrated checks and staying with them for years. The release notes that "Lithos" is ancient Greek for stone, the root of "monolith" and "lithography," and was chosen to describe a partner that goes all in on the companies it backs.

Founder Michael Linse, a former Partner at Kleiner Perkins, co-leads the firm with long-time investing partner Bastiaan Janmaat, previously CEO of DataFox. The firm has raised over $1.7 billion to date and has backed nine growth-stage and fourteen early-stage companies. Its growth-stage portfolio includes Skydio, Impulse Space, Verkada and SpaceX, though the release states that portfolio references are illustrative and not a complete list of investments.

Alongside its continued growth-stage investing, Lithos now participates in early-stage rounds across space, robotics, energy, mobility, defense and AI. Janmaat said the firm's largest investment began as a $4 million check and that over five years the firm put $330 million behind the company. The rebrand follows the launch of Linse Ignition, a $75 million early-stage fund, and a $75 million co-investment vehicle extending the concentrated approach to early-stage companies.

The firm's new website is live at www.lithos.com. The release was issued through SolComms on behalf of the firm.

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Natlawreview Linse Capital Rebrands to Lithos Capital as Firm Doubles Down on AI’s Physical Future - The National Law Review