Physical AI

Polymorphic Capital

Check: No Nataly-specific check size is public. Polymorphic's verified OpenVC-style profile lists firm-level initial bands spanning $250K–$3M, says it can lead, and covers pre-seed through Series B. Treat these as firm guidance rather than Nataly's authority; confirm the relevant partner, current allocation, stage and ownership target after intake.

Nataly's Polymorphic work sits at the application and portfolio-development edge: finding and supporting products that use web3 infrastructure to transform markets beyond crypto-native users, particularly social, payments, finance, data and AI. Her independent research lens maps entire technology stacks and searches for the bottleneck or value-capture layer—such as training data, packaging capacity, safety certification, integration, agent payment rails or the software/hardware split—while distinguishing headline market sizes from more reliable directional signals.

Union Square Ventures (USV)

Check: USV publishes a firm-wide check range of $1 million to $30 million and invests from the earliest stages through follow-ons. It does not publish Rebecca's individual authority, and the partnership makes decisions collectively without a vote.

Rebecca invests at the edge of large markets, with a consumer and product lens sharpened by USV's network-effects thesis. Her current view links abundant AI intelligence, cheaper hardware, sensors, and edge processing: newly reachable data from bodies, infrastructure, environments, and machines can power self-improving products and physical systems. She also expects open agent infrastructure to enable a wave of useful, creative, networked consumer applications outside dominant model platforms.

No Limit Holdings

Check: No Brian-specific or official current check range is public. NLH Fund II is positioned to lead early-stage native-crypto investments, and the firm's disclosed portfolio spans pre-seed, seed, strategic and Series A rounds. Round totals are not personal check sizes; founders should ask Brian or the firm about current sizing and instrument.

Brian invests in early-stage blockchain infrastructure and crypto-native businesses where a protocol or token can coordinate a real resource, market or financial rail. His recent work looks beyond defensive crypto narratives toward useful infrastructure: quantum-compute orchestration, verifiable markets for scarce compute, stablecoin wrappers that bring differentiated private-credit yield onchain, decentralized ownership for an AI-heavy economy and businesses whose utility can survive the collapse of undifferentiated L1 monetary premium.

Symbolic Capital

Check: No current investor check size applies: Chad says he left early-stage investing to build at PrismaX. Historical third-party estimates for Symbolic must not be treated as current personal authority. Financing pitches should go to Symbolic's live team; robotics commercial proposals should be framed for PrismaX.

Chad's historical investment work mapped decentralized AI across data, models, agents, compute, training and inference. His current operator thesis narrows to physical AI's deployment bottleneck: foundation models have advanced faster than the high-fidelity, embodiment-specific demonstration data needed to make robots reliable. He argues that open pretraining data is valuable, but task-, scene-, gripper- and camera-specific post-training data determines real deployment performance.

Big Pi Ventures

Check: Firm-wide: Big Pi publishes €0.5M–€30M equity tickets across early-stage and growth funds; its dedicated Growth I strategy leads €7M–€20M+ investments. The site does not publish Nick's personal range, so stage and fund fit must be confirmed per opportunity.

Nick sees biology and robotics as major technology waves and looks for companies using high-quality real-world data, deep technical capability, and customer evidence to automate tasks previously considered impossible. More broadly, he believes Greece's overlooked engineering and biology talent plus its diaspora can support global companies—provided founders internationalize early, raise their ambition, and pair innovation with business development and scalable operations.

Big Pi Ventures

Check: Growth-fund level: Big Pi Growth I states that it leads with €7M–€20M+ per company. Panos focuses on Series B+ growth investments; the published fund range is not a guarantee of his personal allocation authority for any deal.

Panos leads growth investments in European technology companies that already show category leadership and can use €7M–€20M+ plus active operating support to scale internationally. His recent work emphasizes InfraTech and Physical AI at the intersection of innovative technology and real infrastructure, where proprietary systems, strong customer ROI, global deployments, and Southeast European operating hubs can create durable scale advantages.

Kleiner Perkins

Check: Not publicly disclosed. Kleiner Perkins invests from early stage through selective growth rounds; isolated portfolio check disclosures should not be treated as Josh's standard range.

Josh backs founders applying AI to consequential workflows in both software and the physical economy. His portfolio shows a consistent preference for products that turn abundant but fragmented information into trustworthy decisions or actions, automate labor-constrained expert work, or combine software with hardware to reverse structural productivity declines. He remains open beyond named sectors when a founder is determined to reinvent an industry.

Onsight Ventures

Check: The firm does not publish a standard check-size range on its current official website.

Christoph Holz is listed by Onsight Ventures as Advisory Board Member. No narrower personal thesis is asserted beyond the firm's published strategy: Invest early in European exponential technologies with proprietary access to deep-tech spinouts and hands-on commercialization support.

Onsight Ventures

Check: The firm does not publish a standard check-size range on its current official website.

Martin Spitznagel is listed by Onsight Ventures as Advisory Board Member. No narrower personal thesis is asserted beyond the firm's published strategy: Invest early in European exponential technologies with proprietary access to deep-tech spinouts and hands-on commercialization support.

Onsight Ventures

Check: The firm does not publish a standard check-size range on its current official website.

Gabriel Dielacher is listed by Onsight Ventures as Advisory Board Member. No narrower personal thesis is asserted beyond the firm's published strategy: Invest early in European exponential technologies with proprietary access to deep-tech spinouts and hands-on commercialization support.

Craft Ventures

Check: No Dan-specific check range is public. Craft invests across early and growth stages through separate venture and growth funds; Dan's official profile emphasizes helping early-stage founders, while recent attributed investments range from Seed through later-stage rounds. Confirm current vehicle and sizing through inquiries@craftventures.com.

Dan backs early-stage B2B and vertical software, cybersecurity, infrastructure and physical-AI companies where a strong product insight can become a scalable operating and go-to-market machine. His investing lens is unusually operator-led: he underwrites customer pain and technical differentiation, then tests whether the team can segment its market, allocate capital rigorously, build repeatable distribution and move from early traction to predictable growth.

Onsight Ventures

Check: The firm does not publish a standard check-size range on its current official website.

Jasmin Güngör is listed by Onsight Ventures as General Partner. No narrower personal thesis is asserted beyond the firm's published strategy: Invest early in European exponential technologies with proprietary access to deep-tech spinouts and hands-on commercialization support.

Onsight Ventures

Check: The firm does not publish a standard check-size range on its current official website.

Klaus Grössinger is listed by Onsight Ventures as General Partner. No narrower personal thesis is asserted beyond the firm's published strategy: Invest early in European exponential technologies with proprietary access to deep-tech spinouts and hands-on commercialization support.

Onsight Ventures

Check: The firm does not publish a standard check-size range on its current official website.

Dennis Weiß is listed by Onsight Ventures as Investment Manager. No narrower personal thesis is asserted beyond the firm's published strategy: Invest early in European exponential technologies with proprietary access to deep-tech spinouts and hands-on commercialization support.

Onsight Ventures

Check: The firm does not publish a standard check-size range on its current official website.

Andrea Waldhart is listed by Onsight Ventures as Investor Relations & Fund Management. No narrower personal thesis is asserted beyond the firm's published strategy: Invest early in European exponential technologies with proprietary access to deep-tech spinouts and hands-on commercialization support.

Onsight Ventures

Check: The firm does not publish a standard check-size range on its current official website.

Kathrin Vallant is listed by Onsight Ventures as Back Office. No narrower personal thesis is asserted beyond the firm's published strategy: Invest early in European exponential technologies with proprietary access to deep-tech spinouts and hands-on commercialization support.

Onsight Ventures

Check: The firm does not publish a standard check-size range on its current official website.

Thijs Gieben is listed by Onsight Ventures as Program Management. No narrower personal thesis is asserted beyond the firm's published strategy: Invest early in European exponential technologies with proprietary access to deep-tech spinouts and hands-on commercialization support.

Onsight Ventures

Check: The firm does not publish a standard check-size range on its current official website.

Sophie Leimgruber is listed by Onsight Ventures as Program Management & Communications. No narrower personal thesis is asserted beyond the firm's published strategy: Invest early in European exponential technologies with proprietary access to deep-tech spinouts and hands-on commercialization support.

Onsight Ventures

Check: The firm does not publish a standard check-size range on its current official website.

Hermann Hauser is listed by Onsight Ventures as Advisory Board Member. No narrower personal thesis is asserted beyond the firm's published strategy: Invest early in European exponential technologies with proprietary access to deep-tech spinouts and hands-on commercialization support.

Onsight Ventures

Check: The firm does not publish a standard check-size range on its current official website.

Christoph Huber is listed by Onsight Ventures as Advisory Board Member. No narrower personal thesis is asserted beyond the firm's published strategy: Invest early in European exponential technologies with proprietary access to deep-tech spinouts and hands-on commercialization support.

Craft Ventures

Check: No personal check-size range is published. Craft attributes venture and growth investments to Taylor, including a Series B investment in Xona; financing totals are not his personal check authority.

Taylor backs frontier systems and software, with a strong interest in physical AI and resilient infrastructure. His Xona thesis illustrates the pattern: a strategically critical legacy system faces technical and geopolitical limits; a new hardware-software architecture produces order-of-magnitude performance gains; and the product can serve both commercial and defense markets. His finance background also supports attention to capital planning and scaling requirements.

Khosla Ventures

Check: Not publicly disclosed. Khosla Ventures uses a Seed Fund for experiments and a Main Fund for early-to-later rounds, including financings above $10M in total round size; round size is not the firm's or Hari's check size.

Hari invests where technology can advance intelligence, security, infrastructure, and health. His founder/operator experience gives him a practical lens on regulated healthcare distribution, enterprise partnerships, product, and scaling. Within Khosla's broader approach, this means early, bold experiments aimed at large technology-disruptable markets, with a proprietary advantage and a low-cost plan to retire the most important technical and commercial risks.

Craft Ventures

Check: Firm-level public estimate: $500K-$3M at Seed, $3M-$10M+ at Series A/B, and $10M+ at Growth

Moor backs early-stage B2B and vertical software, cybersecurity, infrastructure, and physical-AI companies. His investing lens is unusually operational: he evaluates whether a founder can translate product pull into an efficient, fast, and predictable go-to-market machine, and he works directly with portfolio companies on strategy, finance, operations, capital allocation, and fundraising.

Onsight Ventures

Innsbruck, Austria