24 logistics investors in the San Francisco Bay Area
We list 24 logistics investors in the San Francisco Bay Area as of November 2026: each has an SEC filing on file, and the list was last checked on 5 Nov 2026. The cities with the most head offices on this list are San Francisco (11), Palo Alto (8) and Menlo Park (1).
Top 5 logistics investors in the San Francisco Bay Area, ranked by recent fund activity
Among firms with a published profile and a dated fund or deal in the last 24 months. The rule: Activity score out of 100: recency of the latest fund filing or dated deal (35: full marks within 3 months, then stepping down at 6, 12 and 24 months), share of the observed portfolio in this sector (25; half of that when the sector is stated only), stated focus on the US (15: full marks when the firm names the US as where it invests, half when it says global), size of the fund on file on a log scale (15) and completeness of the public record (10). Regional focus is our research, not an SEC figure. It is a measure of activity and fit, not of quality or returns. The same rule orders the whole list; it is repeated in the method box.
Autotech Ventures
Type: VC firm · HQ: Menlo Park, CA · Stages: Pre-seed, Seed, Series A, Series B · Focus: Logistics, Mobility, AI, Fintech · Latest activity: New fund, Aug 2026 · Fund size on file: $25M (SEC Form D, 2026)
Latest fund filing dated Aug 2026; $25M fund on file (SEC Form D, 2026); states logistics and supply chain as a focus; names the US as where it invests; 8 named decision-makers on file.
Leo Capital
Type: VC firm · HQ: San Francisco, CA · Stages: Pre-seed, Seed · Focus: Logistics, AI, Fintech, Insurtech · Latest activity: New deal, Oct 2026 · Fund size on file: $20M (SEC Form D, 2026)
Dated new deal in Oct 2026; $20M fund on file (SEC Form D, 2026); states logistics and supply chain as a focus; names the US as where it invests; 8 named decision-makers on file.
Rebellion Ventures
Type: VC firm · HQ: San Francisco, CA · Stages: Pre-seed, Seed · Focus: Logistics, AI, Industrial Tech, Robotics · Latest activity: New fund, Oct 2026 · Fund size on file: $13M (SEC Form D, 2022)
Latest fund filing dated Oct 2026; $13M fund on file (SEC Form D, 2022); states logistics and supply chain as a focus; names the US as where it invests; 1 named decision-maker on file.
Schematic Ventures
Type: VC firm · HQ: San Francisco, CA · Stages: Pre-seed, Seed · Focus: Logistics, AI, Industrial Tech, Robotics · Latest activity: New fund, May 2026 · Fund size on file: $60M (SEC Form D, 2026)
Latest fund filing dated May 2026; $60M fund on file (SEC Form D, 2026); states logistics and supply chain as a focus; names the US as where it invests; 1 named decision-maker on file.
Atomus Ventures
Type: VC firm · HQ: Palo Alto, CA · Stages: Growth · Focus: Logistics, AI, Hardware · Latest activity: New fund, Sep 2026 · Fund size on file: $500M (SEC Form D, 2026)
Latest fund filing dated Sep 2026; $500M fund on file (SEC Form D, 2026); states logistics and supply chain as a focus; 1 named decision-maker on file.
First 12 of 24 logistics investors in the San Francisco Bay Area
| Investor | Type | HQ | Stagesour research | Focusour research | Latest fund or deal | Fund sizeas filed or stated | Checked | Contacts |
|---|---|---|---|---|---|---|---|---|
| Autotech Ventures | VC firm | Menlo Park, CA | Pre-seed, Seed, Series A, Series B | Logistics, Mobility, AI, Fintech | New fund, Aug 2026 | $25M (SEC Form D, 2026) | 4 Nov 2026 | 8 names · Unlock |
| Leo Capital | VC firm | San Francisco, CA | Pre-seed, Seed | Logistics, AI, Fintech, Insurtech | New deal, Oct 2026 | $20M (SEC Form D, 2026) | 4 Nov 2026 | 8 names · Unlock |
| Rebellion Ventures | VC firm | San Francisco, CA | Pre-seed, Seed | Logistics, AI, Industrial Tech, Robotics | New fund, Oct 2026 | $13M (SEC Form D, 2022) | 4 Nov 2026 | 1 name · Unlock |
| Schematic Ventures | VC firm | San Francisco, CA | Pre-seed, Seed | Logistics, AI, Industrial Tech, Robotics | New fund, May 2026 | $60M (SEC Form D, 2026) | 5 Nov 2026 | 1 name · Unlock |
| Atomus Ventures | VC firm | Palo Alto, CA | Growth | Logistics, AI, Hardware | New fund, Sep 2026 | $500M (SEC Form D, 2026) | 4 Nov 2026 | 1 name, firm email · Unlock |
| Capital F | VC firm | Mill Valley, CA | Pre-seed, Seed | Logistics, AI, Healthtech, Climate Tech | New fund, Jul 2026 | $17M (SEC Form D, 2024) | 4 Nov 2026 | 2 names, firm email · Unlock |
| Vertical Venture Partners | VC firm | Palo Alto, CA | Pre-seed, Seed, Series A | Logistics, AI, Fintech, Edtech | New fund, May 2026 | $110M (SEC Form D, 2021) | 4 Nov 2026 | 4 names · Unlock |
| Mangusta Capital | VC firm | San Francisco, CA | Growth | Logistics, AI, Cybersecurity, SaaS | New fund, Oct 2025 | $100M (SEC Form D, 2025) | 4 Nov 2026 | 8 names, firm email · Unlock |
| Manresa | VC firm | San Francisco, CA | Pre-seed, Seed | Logistics, AI, Fintech, Consumer | New deal, Jan 2025 | $40M (SEC Form D, 2021) | 5 Nov 2026 | 1 name · Unlock |
| Arkane Capital | VC firm | San Francisco, CA | Pre-seed | Logistics, Deep Tech, Energy | New fund, Jun 2026 | $21M (SEC Form D, 2025) | 4 Nov 2026 | 8 names · Unlock |
| Eclipse Partners | VC firm | Palo Alto, CA | Seed | Logistics, AI, Robotics, Industrial Tech | New fund, Apr 2026 | $720M (SEC Form D, 2023) | 4 Nov 2026 | 8 names · Unlock |
| Tuesday Capital | VC firm | San Francisco, CA | Seed | Logistics, AI, Developer Tools, SaaS | New deal, Feb 2025 | $30M (SEC Form D, 2021) | 5 Nov 2026 | 3 names · Unlock |
You are seeing 12 of 24. The full list adds 12 more investors and 102 named decision-makers.
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How these 24 break down
By city
| City | On this list | Share |
|---|---|---|
| San Francisco | 11 | 46% |
| Palo Alto | 8 | 33% |
By stage
| Stage | On this list | Share |
|---|---|---|
| Pre-Seed | 14 | 58% |
| Seed | 18 | 75% |
| Series A | 3 | 12% |
| Series B | 2 | 8% |
| Growth | 2 | 8% |
Stage is our research. A firm can back more than one stage.
Method and limits
- Source
- All 24 rows carry an SEC filing (Form D or Form ADV). All 24 have a website we checked. Filing date and fund size are SEC data where a filing exists. Stage, sector and check size are our research.
- Inclusion rule
- Organizations that back startups. Individuals, buyout funds and firms we found to be inactive are left out. Sector: the firm states logistics and supply chain as a focus on its own site, or we observed it in the firm's portfolio. Place: head office in the San Francisco Bay Area, matched on city and state.
- Order
- Firms with a published profile come first. Activity score out of 100: recency of the latest fund filing or dated deal (35: full marks within 3 months, then stepping down at 6, 12 and 24 months), share of the observed portfolio in this sector (25; half of that when the sector is stated only), stated focus on the US (15: full marks when the firm names the US as where it invests, half when it says global), size of the fund on file on a log scale (15) and completeness of the public record (10). Regional focus is our research, not an SEC figure. It is a measure of activity and fit, not of quality or returns.
- Last refreshed
- November 2026. Rows on this list were checked between 4 Nov 2026 and 5 Nov 2026.
- Fill rates
- Of 24 rows: stage 22, sector 24, fund size 23, website 24. In the paid file: named decision-makers on 24 rows, firm email on 9, LinkedIn page on 14, check size on 2.
- Corrections
- Email [email protected] or use the update form. We act within 5 working days.
Questions
How many logistics investors in the San Francisco Bay Area are there?
We list 24 as of November 2026. 12 of the 24 have a fund filing or a dated deal in the last 12 months. The cities with the most are San Francisco (11), Palo Alto (8) and Menlo Park (1).
Which logistics investors in the San Francisco Bay Area raised a new fund in the last 12 months?
10 of the 24 have a fund filing dated in the last 12 months. The most recent on this list are Rebellion Ventures (Oct 2026), Atomus Ventures (Sep 2026) and Autotech Ventures (Aug 2026).
What is the typical fund size of logistics investors in the San Francisco Bay Area?
The median fund size on file for this list is $40M, across the 21 firms with a size on an SEC Form D. The fund on file is each firm's main fund, which is not always its newest. The other 3 do not disclose a size there.
How do I contact logistics investors in the San Francisco Bay Area?
The paid file holds 102 named decision-makers across 24 of these 24 and a firm email for 9. We publish the address a firm lists itself, never a personal email. Each free row links to a profile with the firm's website.
Where does the data on logistics investors in the San Francisco Bay Area come from?
All 24 rows have an SEC filing on file (Form D or Form ADV). Filing date and fund size come from the filing. Stage, sector and check size are our research. Rows on this list were last checked on 5 Nov 2026 at the latest. The whole file is re-verified twice a year.
Broader lists
Logistics venture capital firms in the US (157)Venture capital firms in the San Francisco Bay Area (768)Venture capital firms in California (1,038)
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