For founders building
a legacy that matters
Civilization is being rewired. Humanity, technology and the physical world are converging into a single complex system, and the economy is being replatformed accordingly.
The building blocks of the next century are in our hands: AI, frontier science, new energy, robotics.
The companies that define this era won't look like their predecessors. They'll mold atoms, not just bits. They'll be full-stack by necessity, principled by design, and built to outlast their founders.
The building blocks of the next century are in our hands: AI, frontier science, new energy, robotics.
The companies that define this era won't look like their predecessors. They'll mold atoms, not just bits. They'll be full-stack by necessity, principled by design, and built to outlast their founders.
This era calls for a new kind of venture firm. That's why we built Transition:
1.
We believe the best founders build companies that outlast them, businesses that transform lives generations from now.
They let go of the extractive, zero-sum logic of the old world. They prove you don't need to choose between growth and what's good for the world. We're proving that too.
2.
We believe the generational companies of this era will be full-stack.
They mold atoms, not just bits. They call for founders to move fluidly between hardware and software, fusing both with frontier science. The old playbooks don't apply. The rules are being written by the founders, and that's what we're here for.
3.
We believe building these companies takes more courage than building traditional software.
The prize is exponentially bigger too: nothing less than reinventing the foundations of human prosperity. Founders doing this work need real partners from day one, before it's obvious they'll win, with the depth to sit with complexity long enough to turn it into a plan. Most funds weren't built for this moment. We are.
The founders we back are pragmatic optimists. They can see the new world system emerging over the horizon, and possess the courage and tenacity to build for it.
We’re proud to support
- James DacombeThiel Fellow.Olix
- Stuart LandesbergIPO'd his first startup in 2022. Once ranked #1 impact CEO in the USSeneca
- Toussaint Wattinne & Stéphane FicajaEx-Uber GMs.Upway
Solving the most consequential problem in the deployment of frontier AI.
Wildfire is a logistics problem. Seneca is solving it with autonomous aircraft.
Building the world’s leading e-bike refurbisher.
We’re founders and company builders who have scaled multiple billion dollar companies ourselves.
We show up with care and conviction, running a concentrated portfolio in which every founder gets the full team.
We show up with care and conviction, running a concentrated portfolio in which every founder gets the full team.
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We’ve been lucky to work with some of the best investors in the world. When we face a crisis or difficult decision, Transition is our first call.
Toussaint Wattinne
Co-Founder - Upway
They're deeply committed to this space, and, more importantly, they *do the work*.
Taylor Francis
Co-Founder - Watershed
I was discussing Seneca with Transition long before the company came to life. They really understand how to build in the real world, very few people do.
Stu Landesberg
Seneca
Building in the real world takes more courage than traditional software. But the prize is exponentially bigger: nothing less than reinventing the foundations of human prosperity.
Decentralised baseload power
Applied Atomics builds vertically integrated modular nuclear plants for data centers and heavy industry to deliver firm, clean baseload power at scale.
Applied Atomics builds vertically integrated modular nuclear plants for data centers and heavy industry to deliver firm, clean baseload power at scale.
Decarbonising compute
Olix is creating a new paradigm in computing. Their optical-digital processors are delivering a step change in energy efficiency and speed for AI inference workloads.
Olix is creating a new paradigm in computing. Their optical-digital processors are delivering a step change in energy efficiency and speed for AI inference workloads.
Civilian climate resilience
Seneca builds autonomous drones for fire suppression; leveraging physical AI to help eradicate wildfires.
Seneca builds autonomous drones for fire suppression; leveraging physical AI to help eradicate wildfires.
AI autopilot for industrial energy
Skye builds an AI-driven industrial energy optimisation platform for heavy industry to cut energy costs, accelerate decarbonization, and contribute to grid balancing.
Skye builds an AI-driven industrial energy optimisation platform for heavy industry to cut energy costs, accelerate decarbonization, and contribute to grid balancing.
Example sectors
- Energy
- Next generation computing
- Climate Resilience
- Industrials / Robotics