EARLY STAGE VENTURE CAPITAL / PHYSICAL AI
Physical intelligence.Human progress.
Spatial Capital backs early-stage founders building physical AI for a more humane future.
Explore our perspective ↓01 / OUR PERSPECTIVE
Building a more resilient world.
Where we invest ↓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
Measure what matters
Capture real-world conditions that are difficult to simulate, from underground features to the state of critical assets.
Turn data to understanding
Turn observations into models that explain how physical systems behave and anticipate what happens next.
Put intelligence to work
Use intelligence to guide decisions and physical work, often in real time as conditions change.
03 / SELECTED PORTFOLIO
Where conviction
meets execution.
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↗04 / TESTIMONIALS
IN THEIR WORDS
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.

Doug Griffin
MANAGING PARTNER
Steve Sullivan
VENTURE PARTNER
Michel Besner
VENTURE PARTNER
George Wu
VENTURE PARTNER
Chris Young
ADVISOR
Andre Gauthier
ADVISOR
Babak Rasolzadeh
ADVISOR
Jordi Covas
ADVISOR
Greg Oehmen
ENTREPRENEUR-IN-RESIDENCE
Lee Bellon
ENTREPRENEUR-IN-RESIDENCE
Michael Smith
ENTREPRENEUR-IN-RESIDENCE06 / SPATIAL INSIGHTS
Insights of
what comes next
07 / WHAT'S NEXT
LET'S BUILD WHAT MATTERS.
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