Investors
Lux Capital
New York, NYVenture Investor
Deep tech and science venture fund
Focus Areas
Deep TechBiotechMaterialsAdvanced ComputingRobotics
Industrial AI & Engineering Software Portfolio
Lux Capital has 11 portfolio companies tracked in the ThreadMoat database, with particular concentration in Deep Tech, Biotech, Materials. ThreadMoat evaluates each company across seven dimensions: market opportunity, team execution, technology differentiation, funding efficiency, growth metrics, industry impact, and competitive moat. Portfolio companies span the full engineering software stack — from CAD and simulation tools to PLM platforms, MES systems, and industrial AI copilots.
11Portfolio companiesin ThreadMoat
Industrial AI Portfolio (11 companies)
1
Voxel
Augmented Operations (MOM, CMMS, AR/VR, SLM)San Francisco, CA, USA
4.45
2
Stord
Streamlined Supply Chain (SCM)Atlanta, GA, USA
4.43
3
Nominal
Cognitive Thread (PLM, MBSE, DT)Los Angeles, USA
4.40
4
Bild
Cognitive Thread (PLM, MBSE, DT)San Francisco, CA, USA
4.22
5
Epsilon3
Factory Futures (MES, IIOT)Santa Monica, CA, USA
4.13
6
ZEDEDA
Factory Futures (MES, IIOT)San Jose, CA, USA
4.11
7
Hadrian
Factory Futures (MES, IIOT)Los Angeles, CA, USA
4.04
8
Aera Technology
Streamlined Supply Chain (SCM)Mountain View, USA
4.00
9
Pictorus
Augmented Operations (MOM, CMMS, AR/VR, SLM)Oakland, CA, USA
3.67
10
Copia Automation
Factory Futures (MES, IIOT)New York, NY, USA
3.65
11
Womp
Design Intelligence (CAD)Brooklyn, NY, USA
2.98
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