We believe there's an urgent need to modernize traditional industries.
For decades, software changed how information flows. The next wave will reach deeper into the physical world: industrial operations, infrastructure, energy, mobility, and supply chains.
Our thesis
The industrial world is ready for transformation.
Energy, transportation, production, infrastructure, and supply chains shape how society functions every day. Modernizing these systems means stronger supply chains, cleaner operations, greater productivity, and a more resilient society.
Why Now
AI is moving into the physical world.
From factory floors to freight networks, from energy grids to supply chains, traditional industries are being rebuilt around AI, robotics, and real-time data. More capable models, abundant compute, and less expensive hardware are unlocking innovation in the physical world. AI is moving from the screen to the shop floor. We invest in the software, hardware, and autonomy making that shift real.
$1T+
*/ McKinsey Deep-Tech Report
Enterprise value projected for deep tech companies by 2030
25%
*/ World Bank & Dealroom
Of global GDP from industry, yet a fraction of VC funding
542K
*/ IFR World Robotics Annual Report
Industrial robots installed globally, doubling over the past decade
WHAT WE LOOK FOR
Backing the Next Generation of Industrial Leaders.
Sector
Manufacturing, Supply Chain, Energy, and other sectors of the physical economy. We partner with the founders modernizing these industries.
Stage
Series A, selectively Seed
Check size
Typically $5-8M initial checks.
Geography
Transatlantic scope with local and specialized teams in NY and Europe.
Who we back
Founders building defensible products for real-world industries. People who have lived inside the sectors they're disrupting, or have the discipline to learn them from the ground up.
OUR NAME
Our name, Isogon, suggests alignment around a shared true north. Founders, capital, and corporate partners all working together to modernize important industries.
CONTACT US
Building for the physical world? Let's connect.
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