Output Capital Information

Output Capital invests in industrial automation. Physical AI, robotics and space companies transforming critical industries. Where intelligence meets atoms, representing the next platform shift, delivering step-change gains in productivity, precision, safety, and speed across the real economy. We're focused on the multi-trillion dollar reindustrialization supercycle underway in manufacturing, logistics, construction, energy, agriculture, and aerospace/defense. Acute labor gaps, geopolitical pressures, and resilience mandates are driving automation from R&D into core operations, with customers and sovereigns expressing urgent, budgeted demand. Defensible deep technology creates strong moats that compound value across cycles, while top engineering talent increasingly gravitates toward solving our biggest challenges. Our Automate Seed Fund invests at Pre Seed and Seed stages (~$500K checks), then deploys concentrated follow-on capital (~$2M checks) in the breakout performers. We also provide fund LPs optional access to ~2 SPVs (~$5M-$25M checks) per year to invest in top performing companies at growth and pre-IPO stages where we have asymmetric information and sight lines to liquidity.