Eclipse’s cover photo
Eclipse

Eclipse

Venture Capital and Private Equity Principals

Palo Alto, California 24,168 followers

We partner with exceptional entrepreneurs to build companies that redefine physical industries.

About us

Eclipse invests in entrepreneurs building the next generation of companies in the physical economy — the industries that shape resilience, competitiveness, and security. We partner with founders tackling hard problems in sectors like manufacturing, supply chain/logistics, energy, transportation, and defense. These businesses operate in complex environments where technology, operations, and policy intersect — and where execution matters. We're Operators with Capital. Our team brings firsthand experience building factories, shipping hardware, scaling supply chains, and navigating the regulatory realities that shape the essential economy. We work closely with portfolio companies to sharpen strategy, pressure-test technology, recruit leaders, win early customers, and reach critical milestones. Beyond capital, Eclipse offers access to a broader ecosystem of operators, manufacturers, industry leaders, customers, and government stakeholders who help companies move faster and scale smarter. We back ambitious founders building enduring companies in the physical industries.

Website
https://eclipse.capital
Industry
Venture Capital and Private Equity Principals
Company size
11-50 employees
Headquarters
Palo Alto, California
Type
Partnership
Founded
2015
Specialties
Manufacturing, Supply Chain, Logistics, Healthcare, Transportation, Advanced Compute, Construction, Defense, Energy and Electrification, Industrial, Workforce, Hardware, Software, and Physical Industries

Locations

Employees at Eclipse

Updates

  • True Anomaly is leading the urgent mission of the U.S. to secure the emerging warzone of space — and it's the only defense tech company solely focused on the rapidly-evolving domain. The company, which builds spacecraft, software, and payloads for space defense, is growing fast and looking to expand their team. True Anomaly is hiring Flight Software Engineers at all levels to help build the systems that power their mission. What these roles are about / what they are looking for: - Writing flight-critical software the directly controls dynamic space vehicles - Working at the intersection of embedded systems, autonomy, and real-time operations  - Strong proficiency in C++ - Familiarity with Linux-based systems   If you’re an engineer that wants to build systems that actually move and operate in the real world, this team is worth talking to. You can view all open Flight Software Engineer roles here: https://bit.ly/4sLvmM1

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  • Eclipse reposted this

    Join Foxglove & Eclipse for an invite-only evening in San Francisco for developers and engineering leaders building the future of robotics and physical AI. 📍 San Francisco 📅 April 23rd The panel: From Automation to Autonomous Machines — the convergence between traditional industrial robotics and modern autonomy. Panelists: → Adrian Macneil, Co-Founder & CEO, Foxglove (host) → Behrad Toghi, AI & Robotics Lead, GM → Kevin Peterson, CTO, Bedrock Robotics → Pete Florance, Co-Founder & CEO, Generalist → Ruijie He, Founding Technical Member, Mind Robotics Spots are limited and registration requires approval. If you're building real-world AI systems, this room is for you. 🔗 Request your spot: https://hubs.li/Q049scB00

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  • Big moment for the Eclipse Economy! Multiple Eclipse portfolio companies were recognized across Fast Company’s Most Innovative Companies lists — spanning transportation, AI, manufacturing, and energy. This breadth of excellence across industries is exactly what we aim to back: Category-defining teams building the next generation of iconic companies rebuilding the infrastructure of the modern physical world. A few highlights: Arc (#10 – Transportation) https://bit.ly/4sLVXst Electrifying recreational marine with the launch of the Arc Coast, a 24-foot all-electric center-console boat developed for a larger recreational market. — pushing performance with a battery system 3x larger than a typical EV. ALSO. (#8 – Transportation) https://bit.ly/4sLVXst Reimagining micromobility with a “small EV” approach — pedal-by-wire, no gears, and a fundamentally new riding experience with the ultimate mission to redefine mobility infrastructure. Cerebras (#5 – AI / Intelligence) https://bit.ly/4ckjFGc Redefining compute for AI with chips delivering 70x faster token processing than leading GPUs. Cellares (#3 – Manufacturing) https://bit.ly/4sLMYXZ Automating complex cell therapy production at scale — unlocking parallel manufacturing and earning the FDA’s first Advanced Manufacturing Technology designation. Redwood Materials (#1 – Energy) https://bit.ly/41FIyGh Extending the life of EV batteries to power next-gen infrastructure — turning waste into critical energy assets for AI-driven data centers. From atoms to bits, from mobility to medicine — this is innovation that matters. Congratulations Mitch Lee, Ryan Cook, RJ Scaringe, Chris Yu, Andrew Feldman, Fabian Gerlinghaus, JB Straubel, and teams!

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  • View organization page for Eclipse

    24,168 followers

    ALSO. is quickly emerging as a category-defining company in micromobility. The company — spun out of Rivian — is already being valued at ~$1B and landing major commercial partnerships, including with DoorDash, ahead of broad product launch. This momentum reflects a larger shift: • The need for newer, smaller, and less expensive form factors to meet transportation needs • Software-defined hardware platforms • Logistics demand shaping product from day one Also is building for this new reality. Eclipse partnered early, leading Also’s initial $105M funding round at spinout, and we’re excited to support the team as they redefine the micromobility category. More from Bloomberg's Edward Ludlow: https://bit.ly/3PWnZml Congratulations RJ Scaringe, Chris Yu, and ALSO team!

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  • Eclipse reposted this

    As Humans (of all nations, cultures, religions and races) we are collectively in the most exciting and potentially dangerous race of our lifetimes. We’re at once rapidly redefining human potential with digital and physical AI (and soon also quantum computing, nuclear fusion, advanced biotechnologies and space-based productivity) while our decades-old geopolitical, cultural and institutional fabric twists and tears. Institutions as old as the oldest living humans are being challenged, our societal norms are being re-shaped. Tools like social media are bringing us closer together while simultaneously ripping us apart. My partners and I are standing at the nexus of these trade winds, focused on shaping a world ahead that is abundant, invigorating, continuously innovative and exploratory. We aspire to create a future where the human spirit thrives: one that accelerates human progress from these tectonic disruptions that could either precipitate humanity’s greatest scientific and technological triumphs, or crush us in the process. We have the distinct honor of doing this with incredible companies like Bedrock Robotics , Augury, Blue Water Autonomy Inc., Wayve, Reframe Systems, Remedy Science, Stand, VoxelAI, Simbe robotics, and many more incredible Eclipse portfolio companies. So - what does a week in this life look like? Everything from high-profile backroom conversations in DC at Hill & Valley with folks such as Jacob Helberg , Brad Lightcap (OpenAI COO), JPM’s Jamie Dimon, Hemant Taneja, Dr. Alicia Jackson (ARPA-A Director) and Jared Isaacman (NASA Administrator), to visiting the Hoover Dam with a portco CEO (Elan Greenberg), to conversations with Verkada’s key customers at their creative “Paris Underground” setup at ISC West, to spending the morning with Sundt Construction leadership discussing construction autonomy over breakfast burritos at Rudy’s in Austin, to jumping on a flight over to Hong Kong & China to explore the latest there in the world of industrial technology. And this is just in the last week! Eclipse is not just investing in the future in the midst of disruption - we’re helping build it. We’ve got so many observations, ideas, and hopes for the future - please reach out if you do too and want real partners to stand behind and beside you on the journey. Lior Susan Angela Hayward Seth Winterroth Laura Spaventa Lewis Ryan Gibson Charly M. Jiten Behl Kaitlyn Glancy Thomas Storch Joe Fath Greg Lyon Boris Sofman Vernon O'Donnell Kevin Lloyd Anthony Cavallio Brad Bogolea Caitlin Allen, FWS Gareth Kaczkowski Josh Richman Ted Stinson Dan Preston

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  • “Dogfighting in space” won’t look like the movies, but it’s closer than most people think. True Anomaly is building a new class of maneuverable, software-defined satellites designed for high-tempo orbital engagement — capable of tracking, approaching, and responding to threats in real time. Their flagship “Jackal” spacecraft flips the traditional satellite model: Instead of static, long-life assets, these are agile, potentially expendable systems built for speed, scale, and adaptability. The shift reflects a broader reality: Space is now a contested domain. With rising threats from peer nations, the U.S. is moving toward proliferated, lower-cost architectures and faster deployment cycles — more akin to autonomous air combat than legacy space programs. Backed by ~$400M and already working with the U.S. Space Force, True Anomaly is positioning itself at the center of this transformation — where hardware, autonomy, and defense strategy converge. More from Ars Technica's Stephen Clark: https://bit.ly/4lThwo1

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  • AI is flipping the script on where value lives. In a recent Business Insider piece, Eclipse Partner Joe Fath explains the shift: As AI floods the world with “bits” (software), their marginal value drops, fast. Meanwhile, “atoms” are having a moment. Breakthroughs in robotics and embodied AI are making physical industries — like manufacturing, logistics, and energy — more programmable, scalable, and investable than ever. For years, software won on capital efficiency. AI is changing that. The next wave of outsized returns won’t just come from code — they’ll come from the real world. https://bit.ly/4rV64K7

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  • Congratulations Zain Asgar, Michelle Nguyen, Omid Azizi, Natalie Serrino, and Gimlet team!

    View organization page for Gimlet Labs, Inc.

    1,448 followers

    We're thrilled to announce Gimlet Labs' Series A funding, led by Menlo Ventures, and joined by Eclipse, Factory, Prosperity7 Ventures, and Triatomic Capital. Gimlet was founded out of the belief that AI inference would become the decade's defining infrastructure challenge. That challenge has become even more urgent with the rise of agentic workloads. Today, the top model providers are investing significantly in reducing agent latency. To deliver the next step of agent performance that will enable the next generation of software, we need to re-imagine the current infrastructure these agents run on. We designed Gimlet with heterogeneous hardware at its core, leveraging different types of hardware for different tasks, with a software orchestration layer to handle the complexity.  So far, the result is 3-10X speedups on frontier models with large context windows, within the same power envelope. Read more here: https://lnkd.in/gxe9j6Vj

  • Maritime infrastructure has quietly become one of the most overlooked — and most critical — frontiers for modernization. Today’s announcement from Arc underscores a broader shift. With a $50M Series C, the company is expanding into commercial and defense vessels, bringing electric propulsion to the systems that underpin ports, logistics, and national security. For decades, these sectors have relied on legacy diesel technology. But the economics and the strategic landscape are changing. Electrification offers not just lower operating costs, but improved reliability, reduced maintenance, and greater energy resilience — advantages that matter at both a commercial and national level. What stands out about Arc is their commitment to building a fully integrated platform across batteries, drivetrains, and software. That kind of vertical approach is what enables real step-change progress in industries that haven’t historically moved quickly. Eclipse believes the electrification of maritime systems will be a defining theme of the next decade — both as an industrial transformation and as a matter of strategic importance. For more on today's news from TechCrunch's Sean O'Kane: https://bit.ly/479HRs0 Congratulations Mitch Lee, Ryan Cook, and Arc team!

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  • Eclipse reposted this

    View profile for Aidan Madigan-Curtis

    Eclipse14K followers

    Not even 24 months ago the room would have been shoulder-to-shoulder with B2B SaaS private and public tech company leaders and investors. But this year’s CitiDisrupTech in London hit different. Defense tech leaders like Helsing, data center emerging heroes like Nscale and even Quantum innovators like IQM Quantum Computers took the stage to debate and discuss the hard-tech revolution. The event wouldn’t have been complete without a spirited debate / conversation between me, Fidelity InvestmentsAmin O. and Soros Fund Management’s David Chan on soft vs hard tech. Some of my answers to Citi’s Alex Watkins rapid-fire opening questions to set the tone… 1. Will the Nasdaq return more than 10% this year? Me: “Depends on who joins the NASDAQ this year… :) “ 2. Is software still the best place to build venture-scale companies? Me: “It hasn’t been for the last 5-7 years, we’re seeing this play out now” 3. Is the AI opportunity currently overconcentrated in one company — NVIDIA? Me: “Yes, I think many public market investors would love to diversify into other strong vehicles for expressing this bet but many of these companies are still private, which is why you see tens of billions (if not more) flooding into secondaries and private rounds in AI foundation models, infrastructure and silicon” 4. Are private markets more expensive than public markets right now? Me: “Cambridge Associates measures $2T in private market tech net asset value in Q1 2026. The US Public market indices market cap is $63T. Look at the way private AI companies are performing and tell me there’s not a ton of room for these companies to grow in value as they chew through sectors and traditional business operations…” 5. Will robotics produce a trillion-dollar company in the next decade? Me: “Tesla already hit that benchmark, Tesla is a robotics company” 6. Does the venture ecosystem actually have the capital structure and patience to build these companies? Me: “Not a chance. It’s a soft-bellied industry full of fair-weather friends. Building in physical industries requires conviction and commitment to see the best companies through their inevitable J-Curve. We take (probably very understated) pride in our track record at EclipseLior Susan Seth Winterroth Greg Lyon Kaitlyn Glancy Jiten Behl Charly M. Greg Reichow Joe Fath Angela Hayward Ryan Gibson Ann Wu Laurent Hautefeuille Linda Xu Landon Mossburg Cameron Dales Vikas Enti Brad Bogolea Caitlin Allen, FWS Matthew Johannessen Joshua Giegel Marcy Simon Laura Spaventa Lewis Allyson Johnson, CAIA Heather Mack Janusz Marecki

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