Caffeinated Capital

Investment focus

Caffeinated Capital's portfolio on More Capital spans aerospace & defense, enterprise software, data & analytics. The firm is based in San Francisco, Minnesota, United States. Of the 3 portfolio companies tracked here, 2 have publicly reported valuations totaling approximately $13B.

If your company is backed by Caffeinated Capital

Employees at companies backed by Caffeinated Capital may encounter this fund's name on their cap table, in board communications, or in funding announcements. Understanding who invests in your employer can provide useful context when evaluating your equity.

What this means for your stock

Institutional investors like Caffeinated Capital typically hold preferred shares with rights that differ from the common stock or options held by employees. In a liquidity event, preferred shareholders may have liquidation preferences, anti-dilution protections, or board-level governance rights that affect the value of common equity. The specific terms depend on each company's funding agreements.

Secondary market considerations

Some venture-backed companies allow employees to sell shares on secondary markets, while others restrict transfers. Whether your company permits secondary sales, and under what conditions, is typically governed by the company's equity plan and any applicable right-of-first-refusal provisions — not by the fund itself. However, the presence of institutional investors can sometimes signal the maturity and governance structure of the company.

Caffeinated Capital portfolio companies

3 companies tracked on More Capital, sorted by reported valuation. 1 companies do not have a publicly reported valuation.

Top holdings by valuation

By sector

Latest Caffeinated Capital news

Neion Bio Emerges from Stealth with Multi-Product Biosimilar Partnership Leveraging Its Cutting-Edge Genetic Engineering Platform

Neion Bio’s Raptor™ platform utilizes cutting-edge genetic engineering to harness nature’s most efficient molecular factories for the production of critical medicines at lower cost, with minimal capital investment, and with a fully localized and resilient supply chainNeion Bio has inked a commercial partnership for the co-development and supply of up to three (3) monoclonal antibodies in a deal that includes up-front and milestone payments along with participation in commercial profitsNeion Bio is led by a multidisciplinary founding team-Demetrios (Dimi) Kellari, Sam Levin, and Sven Bocklandt-and has appointed industry veteran Ming Li to head its commercial operations across the biopharma ecosystemFounded in 2024, Neion Bio is backed by leading venture capital firms - its most recent funding round was led by Caffeinated Capital, with significant participation from Basis Set Ventures and Haystack VC, among others NEW YORK, March 26, 2026 (GLOBE NEWSWIRE) -- Neion Bio, a biotechnology company revolutionizing the production of biologic medicines, today announced its emergence from stealth and the signing of its first co-development and supply agreement with a major global pharmaceutical company. Neion’s Raptor™ platform utilizes the latest genetic engineering tools to produce recombinant biologics in eggs, enabling scalable and efficient production of virtually any therapeutic protein. This commercial deal provides Neion with near-term revenue through up-front and milestone payments, along with long-term participation through profit sharing once products are commercialized.

The Manila TimesMar 26, 2026

Industries invested in

• Aerospace & Defense
• Enterprise Software
• Data & Analytics

Frequent co-investors

Funds that most frequently co-invest alongside Caffeinated Capital in the same companies.