Trener Robotics is building a physical AI platform that enables industrial robots to learn tasks through training rather than hard-coded instructions. The platform combines vision, language, and action understanding to deliver pre-trained, production-ready robotic skills that adapt to real-world variability on the factory floor. Operators define tasks at a higher level, and the system translates that intent into executable robot behavior, validated in simulation and continuously improved performance over time with production data. 

While most breakout vertical AI companies possess a couple of control points at best:—proprietary compounding data, system-of-record/action positioning, domain-tuned models solving superhuman tasks, robust integrations, closed-loop systems, and end-to-end workflow automation—Fieldguide has assembled all six, which becomes a scaling advantage.

At the Alliance Fund, we are backing early stage founders building for the next decade and beyond in deep tech and national security, where Geodesic can help accelerate companies building globally, starting with the United States and Japan. Grid Aero will change the future of logistics—more distributed, more autonomous, and capable of operating in environments without reliable comms. Getting there requires new platforms purpose-built for scenarios like the one in the Indo-Pacific, not incremental upgrades to legacy designs. We're excited to partner with the Grid Aero team for their Series A.

We are living in an era where the definition of "infrastructure" has fundamentally shifted. Today, infrastructure includes the billions of connected devices—from industrial controllers and medical equipment to automotive ECUs and smart city sensors—that power the physical world. As investors, we constantly look for companies that not only identify a massive structural shift in technology but possess the proprietary innovation to capitalize on it. That is why we are thrilled to announce our investment in Exein, the company defining the future of embedded cybersecurity.

Undersea warfare has a math problem. For decades, the domain has been defined by a small number of exquisitely expensive, manned submarines. But as the ocean becomes the next critical contested frontier—crowded with vital internet cables, energy infrastructure, and increasingly aggressive shipping lane disputes—the model of few and expensive no longer works. We launched the Geodesic Alliance Fund to back founders tackling exactly this kind of hard, dual-use problem. That is why we are proud to invest in Vatn Systems, which recently announced its $60 million Series A.

At Geodesic Capital, we look for exceptional teams tackling fundamental bottlenecks in technology. Our investment in Mueon, which emerged from stealth with a $15.5 million seed round, reflects this focus. Mueon is pioneering Data Center Scale infrastructure designed to solve the most pressing constraints in scaling artificial intelligence: power delivery, thermal management, and memory-compute integration.

Forbes just released their 2025 Cloud 100 list, the definitive ranking of the world’s top 100 private cloud companies. We’re excited to share that 11 companies in our portfolio were recognized on Forbes’ list this year, both past participants and a number of our newest portfolio companies. Congratulations to our founders and their teams!

Partner Arvind Ayyala introduces our newest portfolio company, Glean AI, and explains why their evolution from enterprise search to agentic AI infrastructure makes them uniquely positioned to lead the AI agent revolution.

Real-time analytics has historically powered high-stakes environments like financial trading, fraud detection, and clinical decision support. But we’re now entering a new era where agentic AI systems — autonomous agents that can interpret, decide, and act — are becoming core to enterprise operations. These agents depend on fresh, low-latency data to function effectively, creating new […]

Geodesic Capital is proud to introduce our newest portfolio company — Altruist! Altruist is revolutionizing wealth management with their vertically integrated platform that combines custody services with comprehensive technology tools at a fraction of traditional costs.

Sardine's AI-driven platform integrates device intelligence, behavioral biometrics, and modular architecture to enhance real-time fraud detection. We're excited to support their mission to make digital transactions safer worldwide and have them as a part of the Geodesic portfolio.

We’re excited to announce that Forbes released the 2024 list, naming 9 of our portfolio companies.

"Data is the new oil" – a familiar but accurate commentary in our AI-driven era. As AI adoption accelerates with open/closed-source models and enterprise GenAI applications, the need for a robust data engine becomes paramount. We believe Scale AI is a compelling answer.

The explosive growth of cloud applications and AI workloads demand a new era of networking solutions – agile, secure, scalable, and cost-efficient. This is where Alkira shines. We’re proud to welcome Alkira to the Geodesic portfolio and participate in their Series C.

We're proud to welcome Transcarent to the portfolio and support their team as they strive to reshape healthcare accessibility and affordability. With US healthcare spending on the rise and an abundance of digital health solutions, Transcarent's unified platform provides a single pane of glass for employers to manage all of their healthcare benefits.

In an era where APIs are key security vulnerabilities and prime targets for cyber threats, Traceable is the industry’s most comprehensive solution to protect enterprises against large-scale and damaging API breaches. We at Geodesic are proud to partner with Traceable on its journey to secure every API!

We are excited to announce Geodesic’s participation in the seed financing round for Sakana AI and to back David Ha, Llion Jones, and Ren Ito to help them realize their vision of creating a new kind of foundation model based on nature-inspired intelligence.

Nova Credit, a pioneer in enabling financial credit access, has just announced their successful Series C and we're proud participants! This milestone underscores Nova Credit's mission of enabling a more fair and inclusive financial system for individuals around the world.

We’re excited to announce that Forbes released the 2023 list, naming 6 of our portfolio companies.

We're proud to welcome Nile to our portfolio and participate in their Series C round! They're poised to revolutionize the networking industry and cater to global customer demands like never before.

We’re thrilled to have invested in Fly! Kurt Mackey and his team have built a strong contender to the cloud service providers and content delivery networks.

We’re thrilled to announce our investment in Chronosphere, a disruptor in the observability space created to serve the next generation of cloud-native companies with the world’s most scalable, reliable, and customizable cloud monitoring solution.

TRM Labs joins the Geodesic portfolio as our first bet on a Web3 future. TRM Labs makes Web3 safer for individuals and institutions to transact and easier for investigators to identify, prevent, and bring justice to financial crimes. We believe they will play a critical role in intuitional digital asset adoption through their virtuous flywheel of accuracy, transparency, and collaboration.

We’re excited to announce that Forbes released the 2022 list, naming 10 of our portfolio companies.

We’re thrilled to welcome Edge Delta into the Geodesic family. We believe Edge Delta represents the future of observability, and a large portion of that confidence comes from the stellar team at the helm.

We’re excited to announce that Forbes released the 2021 list, naming 12 of our portfolio companies.

Netskope announced a new funding round at a $7.5 billion valuation that Geodesic is proud to be a part of.

MX is one of the support pillars to modern financial experiences so banks can better relate to their increasingly mobile-first consumers.