Eclipse
Most venture capital chases pixels. Eclipse chases atoms. Walk into a conversation with Lior Susan, Founder and Managing Partner of Eclipse, and the tone shifts fast. This is not the usual venture dialogue about apps, engagement loops, or the next subscription dashboard. The discussion lands in the real economy. Manufacturing floors. Energy grids. Logistics corridors. Healthcare supply chains. The kind of infrastructure that keeps the lights on and the shelves stocked while most of Silicon Valley debates the next productivity plug in. Eclipse was built around a blunt observation. Software raced ahead for 20 years while the physical industries that run the world were left running yesterday’s operating system.
So Eclipse planted its flag in what the firm calls the Industrial Evolution. Production. Transportation. Climate systems. Healthcare infrastructure. Supply chains. Markets where the problems are stubborn, capital intensive, and impossible to solve with a slide deck and a few lines of code. Eclipse backs companies that combine hardware, software, automation, robotics, and AI into full stack systems designed to move real goods, manufacture real products, and stabilize real infrastructure. Seth Winterroth, Partner at Eclipse, helps lead that thesis driven approach, working with founders who understand that modernizing the physical world requires more than clever software. It requires rebuilding the machines that power it.
But Eclipse does something unusual in venture. They do not only invest in companies. Sometimes they help create them from day zero.
The firm’s Venture Equity program partners with experienced operators who have already lived through industrial scale innovation at companies like Tesla, Northvolt, Virgin Hyperloop, and Amazon Robotics. Instead of a typical accelerator playbook, Eclipse works side by side with founders during months of market mapping, customer discovery, and technical diligence. The goal is simple but demanding. Decide whether the idea deserves the next decade of a founder’s life. When the answer is yes, the company launches with customers, capital pathways, and strategic momentum already forming.
That approach has produced a pipeline of industrial builders. Peak Energy, founded by Landon Mossburg and Cam Dales, is developing sodium ion batteries for grid scale storage across the United States. Reframe Systems, led by Vikas Enti with co founders Aaron Small and Felipe Polido, is building net zero multifamily housing through robotic microfactories and design automation. Nucleus Radiopharma, led by Charles Conroy in collaboration with Mayo Clinic, is modernizing the manufacturing and supply chain backbone behind radiopharmaceutical therapies. Gambit, founded by former Virgin Hyperloop leader Josh Giegel, is bringing autonomous capability to defense systems. Another venture, led by Randol Aikin, is exploring new approaches to environmental remediation. Earlier, Eclipse helped launch Bright Machines, now recognized for its robotics driven manufacturing automation.
The momentum is real. According to Eclipse, Venture Equity companies have raised more than $800M collectively and are hitting early milestones from design partnerships to deployment in 6–12 months. Faster than the industry median, and built in sectors where progress usually moves at the speed of steel.
For builders who want to work on the systems that power economies instead of just the screens we stare at, Eclipse offers a different arena. Their portfolio companies are hiring across robotics, AI, engineering, manufacturing, and operations. The is live.
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