- Recent Funding
- Investors
- Lobster Capital
Lobster Capital portfolio
Lobster Capital has 3 portfolio companies on record at Recent Funding, with 2 investments in the last 12 months.
About this page
It is a venture capital firm based in San Francisco, US, founded in 2020. It led 1 of the 2 rounds it joined. Its most recent investment on record is VideoGen's $3.3M Seed round in September 2026, which it led, alongside Stretford End Capital, a16z scout fund, Rebel Fund and 6 others. By category, its portfolio leans toward AI agents (1) and Sales and marketing (1). It has co-invested with Y Combinator, Pioneer Fund and Rebel Fund, most often Y Combinator (2 rounds).
About Lobster Capital
What Lobster Capital invests in
- AI agents · 1 · 33%
- Sales and marketing · 1 · 33%
- Developer tools and cloud · 1 · 33%
- ZK and privacy · 1 · 33%
- Crypto security · 1 · 33%
- Robotics and hardware · 1 · 33%
- Defense and security · 1 · 33%
- Cybersecurity · 1 · 33%
How Lobster Capital invests
| Stage | Deals | Capital in rounds |
|---|---|---|
| Seed | 2 100% | $3.3M |
Lobster Capital portfolio companies
VVideoGen$3.3MSeed · Sep 2026
DDiditSeed · May 2026
PPerseus Defensebacker
| Company | Round with Lobster Capital | Total raised | Latest raise |
|---|---|---|---|
AI agents |
Seed · $3.3M · lead | $3.8M | Sep 8, 2026 Seed |
ZK and privacy |
Seed | $13.5M | Jun 22, 2026 round |
Robotics and hardware |
backer | $500K | Sep 18, 2025 Seed |
Most frequent co-investors
YY Combinator2 shared rounds · last Sep 8, 2026
PPioneer Fund2 shared rounds · last Sep 8, 2026RRebel Fund1 shared round · last Sep 8, 2026
UUnpopular Ventures1 shared round · last Sep 8, 2026
Aa16z scout fund1 shared round · last Sep 8, 2026
RRoadrunner Ventures1 shared round · last Sep 8, 2026
SStretford End Capital1 shared round · last Sep 8, 2026
MMento VC1 shared round · last Sep 8, 2026
DDecacorn Capital1 shared round · last Sep 8, 2026
TTomer London1 shared round · last May 27, 2026
OOrange Collective1 shared round · last May 27, 2026
SSaaSholic1 shared round · last May 27, 2026
Similar investors
BBicycle Capital3 companies · 2 deals in 12 mo
GGood Capital3 companies · 1 deal in 12 moEEmbedding VC2 companies · 1 deal in 12 mo
Iidentity.vc2 companies · 1 deal in 12 mo
CClaypond Capital5 companies · 3 deals in 12 mo
CCollide Capital5 companies · 3 deals in 12 mo
Investors whose portfolios on Recent Funding center on the same category (AI agents).
How this is counted
Firm profile: Fundraising Fox Open Dataset v2026-11, CC BY 4.0. Track-record counts are theirs, not Recent Funding's.
Share is of the 2 rounds on Recent Funding that name Lobster Capital. Rounds with no announced date are left out of the year split, and "round" is a round whose stage is not on file.
Portfolio companies are the companies on Recent Funding with a round that lists Lobster Capital, which is a subset of its real portfolio. API: /api/v1/investors/lobster-capital (get a free API key). More: the most active VC firms and new venture capital funds.