Linse Capital

Tracked participation in 4 Atlas companies, with 1 explicitly attributed lead.

4portfolio companies

7round participations

1lead positions

$230Mled round total

Conviction

Most recent leads

The latest rounds this investor is sourced as leading, newest first.

Feb 2023SkydioSeries E$230Mat $2.2B valuation

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleAttributed partner

SSkydio$4.4BMar 2021 → Apr 20264 rounds1 led—

WWaabiPhysical AIWaabi is a Toronto-based AI company focused on “Physical AI” for autonomous trucking and, more recently, robotaxis.…$1.4BraisedRecent roundsSeries C · Jan 2026$750M · led by G2 Venture Partners, Khosla VenturesStrategic milestone-based future investment (Uber; robotaxis partnership) · Jan 2026$250M · UberSeries B · Jun 2024$200M · BDC Capital’s Thrive Venture Fund, Export Development Canada (EDC) +11Waabi—Jan 2026 → Jan 20261 roundParticipant—

MMythic—Dec 2025 → Dec 20251 roundParticipant—

WWayve—Nov 2021 → Nov 20211 roundParticipant—

DateCompanyRoundRaisedValuationRoleEvidence

Apr 23, 2026SSkydioSeries F$110M$4.4BParticipant

Source ↗

Jan 28, 2026WWaabiPhysical AIWaabi is a Toronto-based AI company focused on “Physical AI” for autonomous trucking and, more recently, robotaxis.…$1.4BraisedRecent roundsSeries C · Jan 2026$750M · led by G2 Venture Partners, Khosla VenturesStrategic milestone-based future investment (Uber; robotaxis partnership) · Jan 2026$250M · UberSeries B · Jun 2024$200M · BDC Capital’s Thrive Venture Fund, Export Development Canada (EDC) +11WaabiSeries C$750M—Participant

Source ↗