8090 Industries
Overview
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Varda | Sep 2026Participated | $251 MSeries D | |
Nscale | Sep 2026Participated | $3.4 BOther Equity | |
Forge Industries | Jul 2026Led | $4 MOther Equity | |
Armada | May 2026Led | $230 MSeries B | |
Rilian | Apr 2026Participated | $18 MSeed | |
Nscale | Mar 2026Led | $1.6 BSeries C | |
Avalanche Energy | Feb 2026Participated | $29 MOther Equity | |
Fleetzero | Jan 2026Participated | $43 MSeries A | |
Exowatt | Nov 2025Led | $50 MSeries A | |
Voya Energy | Nov 2025Participated | $13 MSeed | |
Rendezvous Robotics | Sep 2025Led | $3 MSeed | |
Armada | Jul 2025Participated | $131 MOther Equity | |
Varda | Sep 2026Participated | $251 MSeries D | |
Nscale | Sep 2026Participated | $3.4 BOther Equity | |
Forge Industries | Jul 2026Led | $4 MOther Equity | |
Armada | May 2026Led | $230 MSeries B | |
Rilian | Apr 2026Participated | $18 MSeed | |
Nscale | Mar 2026Led | $1.6 BSeries C | |
Avalanche Energy | Feb 2026Participated | $29 MOther Equity | |
Fleetzero | Jan 2026Participated | $43 MSeries A | |
Exowatt | Nov 2025Led | $50 MSeries A | |
Voya Energy | Nov 2025Participated | $13 MSeed | |
Rendezvous Robotics | Sep 2025Led | $3 MSeed | |
Armada | Jul 2025Participated | $131 MOther Equity |
Insights
Time horizon
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Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Seed | 4 | 5 |
| Series A | 3 | 2 |
| Series B | 1 | 1 |
| Series C+ | 1 | 1 |
| Other Equity | 2 | 3 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Jan '23 | 1 |
| Feb '23 | 0 |
| Mar '23 | 2 |
| Apr '23 | 1 |
| May '23 | 0 |
| Jun '23 | 2 |
| Jul '23 | 0 |
| Aug '23 | 0 |
| Sep '23 | 0 |
| Oct '23 | 1 |
| Nov '23 | 0 |
| Dec '23 | 2 |
| Jan '24 | 0 |
| Feb '24 | 0 |
| Mar '24 | 0 |
| Apr '24 | 0 |
| May '24 | 0 |
| Jun '24 | 0 |
| Jul '24 | 0 |
| Aug '24 | 0 |
| Sep '24 | 0 |
| Oct '24 | 0 |
| Nov '24 | 0 |
| Dec '24 | 0 |
| Jan '25 | 0 |
| Feb '25 | 0 |
| Mar '25 | 0 |
| Apr '25 | 2 |
| May '25 | 0 |
| Jun '25 | 0 |
| Jul '25 | 1 |
| Aug '25 | 0 |
| Sep '25 | 1 |
| Oct '25 | 0 |
| Nov '25 | 2 |
| Dec '25 | 0 |
| Jan '26 | 1 |
| Feb '26 | 1 |
| Mar '26 | 1 |
| Apr '26 | 1 |
| May '26 | 1 |
| Jun '26 | 0 |
| Jul '26 | 1 |
| Aug '26 | 0 |
| Sep '26 | 2 |
| Oct '26 | 0 |
Sector Breakdown
A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.
| Sector | Deals |
|---|---|
| AI & Machine Learning | 10 |
| Clean Energy & Sustainability | 9 |
| Data, Analytics & IT | 8 |
| Manufacturing | 7 |
| Space & Frontier Tech | 5 |
| Networks, Cloud & Communication | 5 |
| Enterprise Software | 3 |
| Transportation & Logistics | 3 |
| Health & Life Sciences | 3 |
| Cybersecurity & Privacy | 2 |
| Consumer & Lifestyle | 2 |
| Hardware & Robotics | 2 |
| Food & Agriculture | 2 |
| Education & Workforce | 1 |
| Government & Defense | 1 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 4 |
| $5M-$10M | 0 |
| $10M-$25M | 6 |
| $25M-$50M | 4 |
| $50M-$100M | 4 |
| $100M-$250M | 2 |
| $250M-$500M | 1 |
| $500M-$1B | 0 |
| $1B+ | 2 |
Deals By Geography
Top 2 of 2 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 20 |
| Europe | 3 |
Co-Investors
Bubble size = shared deals
Click a bubble to open that fund in a new tab.
Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.
| Co-investor | Shared deals |
|---|---|
| Founders Fund | 9 |
| Lux Capital | 5 |
| Felicis Ventures | 4 |
| Overmatch Ventures | 4 |
| Marlinspike | 3 |
| Shield Capital | 3 |
| 8VC | 2 |
| Andreessen Horowitz | 2 |
| Atomic | 2 |
| Caffeinated Capital | 2 |
| Citadel | 2 |
| Contrary Capital | 2 |
| Countdown Capital | 2 |
| Glade Brook Capital | 2 |
| Hanover Technology Investment Management | 2 |
| Liquid 2 Ventures | 2 |
| MaC Venture Capital | 2 |
| Massive | 2 |
| MVP Ventures | 2 |
| NVIDIA | 2 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 11 | 48% |
| Participating | 12 | 52% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 3 | 27% |
| Co-led | 8 | 73% |
Team
Partner, the Head of Capital Markets and Investor Relations
Investor
Co-Founder and General Partner