Investing in Resilience.

Industrials focused venture capital firm based in NYC.

About Steel Atlas.

Steel Atlas makes concentrated investments in industrial technologies. Grounded in research, the partnership selects ten companies per fund. Steel Atlas is supported by a global network of industrial conglomerates.

About Steel Atlas.

The Hydrogen Investment Blindspot

The Hydrogen Investment Blindspot

Today, green hydrogen production accounts for only 1% of the entire $100bn hydrogen production market. The reason for this is actually quite simple - green hydrogen is far too expensive even with government subsidies and the lower cost of solar.

Why Valorize Waste Now?

Why Valorize Waste Now?

In our interactions with public and private industrial entities, waste valorization,  the process of transforming waste materials into valuable products, has become an increasingly common topic of conversation. This is driven by two factors, climate awareness and national security. These two factors are putting a "premium" on technologies

Venture Opportunities in Critical Mineral Volatility

Venture Opportunities in Critical Mineral Volatility

Special shout out to  Kara Rodby PhD (Technical Principal @ Volta) whose research at MIT provided the backbone of this thesis. Please let us know if you would like to be connected with her. She is brilliant. — Fund Developments — NY #TechWeek Event: Investing in Resilience with Steel Atlas + AlleyCorp + EIF Thank

The Triad: Our General Framework for Investing

The Triad: Our General Framework for Investing

Introduction This memo was supposed to be a simple summary of the reasons behind our biggest investment in 2023 — a $23.2M round into Transmutex, a nuclear infrastructure company. We co-led this round with Albert Wenger from Union Square Ventures with significant participation from At One Ventures (led by Helen

Investing in the Tailwinds of Public-Private Partnerships

Investing in the Tailwinds of Public-Private Partnerships

Acting as an “Atlas” for Our Western Companies in the Middle East From meeting Ray Dalio to H.R.H. Princess Reema Bint Bandar Al Saud (Saudi Ambassador to the US), we witnessed first hand the effectiveness of aligning our investments with public industrial capital deployments as we supported our

Investing in a Supply Chain Resilience Platform

Investing in a Supply Chain Resilience Platform

Announcement: Backing the Foundational Freight Intelligence Platform

The Resilience Matrix

The Resilience Matrix

We are often asked, “what is resilience?” when talking about the Steel Atlas thesis. We love this question. In this update we will share a framework for how we think about the different types of resilience and how they each drive value creation. We have found this framework is both

A Tale of Two Countries & The New Nuclear Future

A Tale of Two Countries & The New Nuclear Future

In this piece, we are going to look at the geopolitical tailwinds that are driving our investment into Transmutex. Namely, how nations can get electrons when they need them and where they need them at reliable prices now and credibly decades into the future.

Lessons Working for Kevin Ryan (The Godfather of NYC Tech)

Lessons Working for Kevin Ryan (The Godfather of NYC Tech)

Another request we have been receiving with increasing frequency from both our LPs and our founders is to learn more about Kevin Ryan, the Founder & CEO of AlleyCorp (one of, if not the top venture studio in the world). As LPs and friends of the fund, it is important

Building Resilience in a Multipolar World

Building Resilience in a Multipolar World

In today's interconnected global economy, the resilience of supply chains has emerged as a paramount concern. Recent disruptions, from pandemics to geopolitical tensions, have starkly highlighted the vulnerabilities of over-reliance on a single nation or region.

Portfolio Construction with Earthshots & Moonshots

Portfolio Construction with Earthshots & Moonshots

In our last update (“Sourcing Resilience”), we shared how we identify which sectors to invest in using a quantitative method for assessing total vulnerability to volatility and thus opportunity size. Now, we would like to share more on what we think about portfolio construction and in particular our desire to

Sourcing Resilience

Sourcing Resilience

The purpose of Steel Atlas is to invest in the technologies that will enable economic resilience across the value stack. We believe we are living in an increasingly volatile world and therefore the companies deploying resilience-enabling technologies will generate outsized returns. Going forward, each of these updates will provide you

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