A Silicon Valley Venture Capital Firm

Investing in Physical AI

Real-world Intelligence · Deep Tech · Physical AI Infrastructure

Market Opportunities

Sense the World

Give AI real-time awareness of its environment

Intelligent sensors and computer vision are turning physical environments into actionable, real-time data.

Flock Safety increased valuation by 200x from $37M to $7.5B, in 7 years

Learn From the World

Turn physical experience into intelligence

Foundation models trained on real-world interactions are giving machines the intelligence to adapt, reason, and operate.

Skild AI increased valuation by 240x from $58M to $14B in 3 years

Power the World

Build the energy systems physical AI demands

Robotics and autonomous infrastructure are transforming how goods, services, and critical resources reach people.

Zipline increased valuation by 345x from $22M to $7.6B in 14 years

Our Value Add

01

Technical Judgment

Deep expertise across hardware, firmware, and manufacturing helps us identify defensible technology and the teams capable of delivering it.

02

Company Building

We work alongside founders on product strategy, business-model design, and the critical decisions that turn technology into a company.

03

Commercial Scale

Our network of operators, customers, and industry partners helps founders move from working product to repeatable commercial growth.

Partners

Jateen Parekh
Jateen Parekh
Hardware & Innovation
Creator of the Kindle. Architect of the first DVR. Three founder exits. 20+ patents.
JP Chen
JP Chen
Software & Monetization
Amazon, Twitch, Deloitte. Founder of Cal6ix. Built and scaled products to millions of users.

Our Investments

Solaris Suborbital

Sense · Earth Intelligence

Persistent, video-grade Earth intelligence from solar-powered suborbital platforms for climate, mapping, and security.

Hyphenbox

Learn · Physical AI Data

Transforming raw, multimodal observations into training-ready datasets for general-purpose robotics.

ExoFusion

Power · Commercial Fusion

Advancing physics, reactor design, simulation, and intellectual property to accelerate commercially viable fusion energy.

Get in Touch

San Francisco Bay Area

Founders

Building a category-defining company in physical AI infrastructure? Tell us what you’re creating.

founders@constellate.vc

Limited Partners

Request fund materials or start a conversation about investing with Constellate.

limitedpartners@constellate.vc

Co-Investors & Strategic Partners

Connect with us on shared opportunities, industry expertise, and portfolio support.

strategicpartners@constellate.vc