Investment Focus
Investment Thesis
Transition is a London-based, cross-Atlantic venture firm investing at the pre-seed, seed, and Series A stages in companies at the intersection of AI and the physical world. Its focus spans energy, next-generation computing, climate resilience, and industrials and robotics, backing hardware, software, and frontier-science founders with initial cheques of roughly $1-8 million. It closed a $150M Fund II in 2026, bringing AUM to over $300M.
How to Pitch Transition
No Stated Policy
Transition hasn't published an outreach policy. A short, specific cold email is the safest default.
YC Portfolio Overlap
Transition backed 1 Y Combinator company.
Wildfire
Social news app
Summer 2017
ConsumerPortfolio Highlights
ASML
Invisix
Seneca
Upway
Watershed
Wildfire
Focus and check size from the firm's website. Website reachable as of Oct 2026.
Ready to Reach Transition?
A fit check scores your pitch against their thesis, stage and ticket. An email draft uses their real deals and thesis, not a template.