Backing the next generation of category leaders in autonomous systems, supply chain tech, and the industries reshaping America's physical economy.
Long100 Capital deploys growth-stage capital into the companies redefining the physical world — from autonomous systems and robotics to aerospace, and space tech. We partner early, go deep on diligence, and bring genuine sector expertise to every investment.
Our team operates across Austin and Silicon Valley, embedded in the ecosystems where Physical AI is being built.
Long 100 Capital invests in field-validated, deployment-ready companies poised for scale — not experiments. We target technology leaders at the Series B/C stage, writing checks of $10M–$50M into rounds of $20M–$300M.
Series B / C
$10M – $50M
$20M – $300M
Sub-sector category leaders
We focus on five high-conviction domains where defensible technology and structural market demand intersect — and where American leadership is both strategic and achievable.
Air, ground, and sea — autonomous platforms redefining defense, inspection, and logistics operations. We back companies with proprietary hardware or software stacks and clear field validation.
From last-mile delivery to precision agriculture and infrastructure inspection, drone companies with proven commercial pipelines and regulatory clarity are at the center of our thesis.
Software and hardware enabling smarter, faster, and more resilient supply chains — from warehouse automation and inventory intelligence to logistics orchestration at scale.
New-space companies building launch infrastructure, satellite constellations, or in-orbit services. We focus on ventures with government or commercial contracts in hand and a clear path to recurring revenue.
Autonomous systems transforming manufacturing, construction, and heavy industry. Companies deploying proven robots in real production environments — not lab prototypes — are where we invest.
We don't invest in followers. Long 100 looks for companies with a defensible moat — whether through proprietary technology, network effects, regulatory advantage, or entrenched customer relationships that competitors can't easily replicate.
Proprietary IP, novel engineering, or a platform advantage that creates durable barriers to entry within the sub-sector.
Demonstrated traction — not just pilot programs. Established customer pipelines with commercial demand that signals category dominance.
Past MVP, field-validated, and deployment-ready. We back companies positioned to grow aggressively — not those still proving the concept.
We prioritize companies with a need to stand up or scale U.S.-based manufacturing — whether for domestic capacity expansion, supply chain resilience, or cost reduction. This is a core investment lens, not an afterthought.
Onshoring is no longer optional. Regulatory tailwinds, defense procurement requirements, and supply chain fragility have made domestic production a competitive advantage — and a capital deployment opportunity.
Funding the buildout of U.S. production facilities for companies ready to manufacture at scale.
Reducing dependence on foreign supply chains through strategic onshoring of critical components and systems.
Enabling companies to lower unit economics at scale by bringing manufacturing closer to their markets and customers.
Positioned to benefit from Buy American provisions, NDAA compliance requirements, and domestic content mandates.
Long 100 is open to dual-use technology — platforms and systems that serve both commercial markets and defense or government customers. It's not a requirement, but it is a meaningful differentiator.
Dual-use companies benefit from diversified revenue, larger addressable markets, and the procurement leverage that comes with government partnerships — all of which strengthen a company's competitive position at scale.
Every company we back must clear a consistent bar. Here's how we evaluate fit across the dimensions that matter most.
If you're a growth-stage founder or CEO building a category-defining company in autonomous systems, supply chain, SpaceTech, or industrial robotics — and you're ready to scale — we want to hear from you.
Long 100 Capital