EARLY STAGE VENTURE CAPITAL / PHYSICAL AI

Physical intelligence.Human progress.

Spatial Capital backs early-stage founders building physical AI for a more humane future.

01 / OUR PERSPECTIVE

Building a more resilient world.

Our infrastructure is aging and increasingly under more pressure. The demand for energy and resources is growing. And many of the physical systems we depend on were built for a different era. We back early-stage B2B companies applying physical AI to essential, often overlooked industries, including energy, agriculture, mining, infrastructure, and more.

02 / WHERE WE INVEST

From sensing to
intelligence.

Focus: Physical AI
Stage: Pre-Seed and Seed
Markets: B2B and B2G

01 / SENSE↗

Measure what matters

Capture real-world conditions that are difficult to simulate, from underground features to the state of critical assets.

02 / UNDERSTAND↗

Turn data to understanding

Turn observations into models that explain how physical systems behave and anticipate what happens next.

03 / ACT↗

Put intelligence to work

Use intelligence to guide decisions and physical work, often in real time as conditions change.

Explore our portfolio ↓

03 / SELECTED PORTFOLIO

Where conviction
meets execution.

FUND

Intelligence for Electrical Grid Monitoring

ENERGY↗

Intelligence for Commercial Fruit Farming

AGRICULTURE↗

Autonomous Drone for Forestry

FORESTRY↗

AI/CV for Infrastructure Inspection

INFRASTRUCTURE↗

AI-Powered Mineral Discovery

MINING↗

Automation of CAD-to-manufacturing

HARDWARE ENGINEERING↗

AI Home Design

ARCHITECTURE↗

Intelligence for Video

INDUSTRY↗

Agentic AI for Commercial Facility Management

PROPTECH↗

AI for Architectural Review

CONSTRUCTION↗

AI/CV for Surveying of Electrical Infrastructure

ENERGY↗

3D World Generation Model

CREATIVE↗

Hear from founders ↓

04 / TESTIMONIALS

IN THEIR WORDS

From the founders we support

“Doug and the Spatial team go out of their way to help. They’re true value-add partners, and we’re honored to have them in the Looq family.”

Dominique MeyerCEO, Looq AI

“Spatial Capital was our first institutional check—Doug saw something bigger than even we realized, helped us navigate a focused pivot, and gave us the clarity we were missing.”

Przemek BlasiakCEO, Vizonare

“Spatial is more than an investor; they are a pivotal ally in our journey. Their strategic advice, backed by industry-wide respect, add substantial weight to our endeavors. We’re lucky to have this world-class team behind us.”

Marguerite deCourcelleCEO, Blockade Labs

“Doug, Steve, and Michel are great. They know everyone in the industry and are always connecting the dots to introduce the perfect people at the perfect time.”

Gary PalmerCEO, Electric Sheep

01 / 04

05 / PEOPLE

Built by people who
have built before.

We’ve built companies from scratch and worked with the technologies behind physical AI for decades. We invest early, bring practical judgment, and help founders grow.