Atreides Management

Venture capital firm

Crossover investment firm taking a long-term approach to technology and consumer companies across public and private markets.

At a glance

Atreides Management appears in 14 funding rounds tracked by ValueAddVC since 2025, leading 9. Its most frequent sectors in these rounds are AI & Infrastructure and Semiconductors & Hardware, and its most recent tracked deal was Oxide Computer's $445M Series D round (Oct 9, 2026). It co-invests most often with Valor Equity Partners, Nvidia and Riot Ventures.

Strategy

Sectors
TechnologyConsumer
Geographies
Boston, Massachusetts, USA

Recent changes

  1. Oct 9, 2026Invested in Oxide Computer (Series D, $445M) PR Newswire
  2. Sep 30, 2026Invested in Flow Engineering (Series B, $50M) TechCrunch
  3. Sep 30, 2026Invested in CScale (Series C, $145M) SiliconANGLE
  4. Sep 29, 2026Invested in General Intuition ($220M) SiliconANGLE
  5. Sep 17, 2026Follow-on: Invested in Crusoe (Series F, $3.9B) TechCrunch
Earlier changes (10)
  1. Sep 10, 2026Invested in Positron AI (Series C, $875M) PR Newswire (company announcement)
  2. Sep 8, 2026Invested in Celero Communications (Series C, $275M) citybiz
  3. Sep 5, 2026Sectors updated: Technology, Consumer atreidesmgmt.com
  4. Aug 6, 2026Invested in Lumilens (Series C, $700M) SiliconANGLE
  5. Aug 3, 2026Invested in Valar Atomics ($1B) TechCrunch
  6. Jul 21, 2026Invested in Sila (Growth, $300M) Sila
  7. Jul 16, 2026Invested in Fireworks AI (Series D, $1.505B) SiliconANGLE
  8. Jun 13, 2026Invested in SiFive (Series G, $400M) Crunchbase News
  9. Apr 28, 2026Invested in True Anomaly (Series D, $650M) Tech Funding News
  10. Oct 24, 2025Invested in Crusoe (Series E, $1.375B) Crusoe

Portfolio

15 total

Recent Investment Activity

14

Track record: led 9 and participated in 5 of 14 tracked venture rounds · 14 in the last 12 months · led 4 Series C, 1 Series B, 1 Series F, 1 Growth

DateCompanyEventRoleAmountValuationInvestorsSource
Oct 9, 2026Oxide ComputerSeries DParticipated$445M—
Eclipse VenturesLeadunverifiedRiot VenturesunverifiedJane StreetunverifiedAtreides ManagementunverifiedAMD VenturesunverifiedUS Innovative Technology Fund
PR Newswire
Sep 30, 2026CScaleSeries CLed$145M—
Atreides ManagementLeadunverifiedValor Equity PartnersLeadunverifiedPremji InvestLeadunverifiedNvidiaunverifiedIntel Capitalunverified
SiliconANGLE
Sep 30, 2026Flow EngineeringSeries BLed$50M$750MPulse story
Sep 29, 2026General Intuitionfunding roundParticipated$220M$6.2BSiliconANGLE
Sep 17, 2026CrusoeSeries FLed$3.9B$30.9BTechCrunch
Sep 10, 2026Positron AISeries CLed$875M$5BPR Newswire (company announcement)
Sep 8, 2026Celero CommunicationsSeries CLed$275M$3B+citybiz
Aug 6, 2026LumilensSeries CLed$700M$5.51BSiliconANGLE
Aug 3, 2026Valar Atomicsfunding roundParticipated$1B$6B
Sequoia CapitalLeadAtreides ManagementunverifiedConvictionunverifiedHOF CapitalunverifiedPoint72unverifiedRiot VenturesunverifiedSnowpoint VenturesunverifiedValor Equity PartnersunverifiedApandion CapitalDream Ventures
Pulse story
Jul 21, 2026SilaGrowthLed$300M—Sila
Jul 16, 2026Fireworks AISeries DLed$1.505B$17.5BSiliconANGLE
Jun 13, 2026SiFiveSeries GLed$400M—Crunchbase News
Apr 28, 2026True AnomalySeries DParticipated$650M—
Eclipse VenturesunverifiedRiot VenturesunverifiedParadigmunverifiedAtreides ManagementunverifiedG Squaredunverified
Tech Funding News
Oct 24, 2025CrusoeSeries EParticipated$1.375B$10B+Crusoe

Sector / Stage Activity

By sector (portfolio)
AI infra
5 · 33%
Semiconductors
3 · 20%
Developer tools
1 · 7%
Edtech
1 · 7%
Consumer
1 · 7%
Cloud
1 · 7%
Battery materials
1 · 7%
Defense
1 · 7%
Energy
1 · 7%
By stage (tracked rounds)
Series C
4 · 29%
Series D
3 · 21%
Series B
1 · 7%
Series F
1 · 7%
Growth
1 · 7%
Series G
1 · 7%
Series E
1 · 7%

Co-Investors

12

Similar Firms

overlapping sector, stage or region

Value Add Research

Latest Pulse

  1. Crunchbase Data Shows Investors Didn't Slow Down In Q3Crunchbase's investor-level breakdown of Q3 2026 shows most active investors increased deal counts even as total venture dollars fell, with Insight Partners, Andreessen Horowitz and Sequoia Capital all leading more rounds than the prior quarter.→
  2. Oxide Computer Raises $445M To Scale Its Own CloudOxide Computer raised a $445 million Series D led by Eclipse, with new backing from AMD Ventures and Atreides Management, to expand manufacturing of its on-premises cloud hardware.→
  3. CScale Exits Stealth With $145M For AI Data CentersCScale exited stealth with a $145 million Series C from Atreides Management, Valor Equity Partners, and Premji Invest to build optical interconnects for AI data centers, bringing its total funding to $188 million, the company said.→
  4. Flow Engineering Raises $50M Series B At $750MFlow Engineering raised a $50 million Series B at a $750 million valuation to build agentic AI tools for hardware design, led by Valor Equity Partners and Atreides Management.→
  5. Volantis Raises $88M To Build Photonic AI ChipsVolantis raised an $88 million Series A led by angel investor Lachy Groom and Abstract Ventures to commercialize a photonic chip architecture aimed at AI inference memory and bandwidth bottlenecks.→
  6. General Intuition's New Round Lifts It To $6.2BGeneral Intuition raised $220 million in new funding at a $6.2 billion valuation, up from the $2.3 billion mark Pulse covered in June, as investor interest in AI world-model startups keeps compounding.→
  7. CScale Exits Stealth With $145M for AI Optical LinksCScale emerged from stealth with $145 million in Series C funding -- $188 million raised in total, including backing from Nvidia and Intel Capital -- to build optical interconnects for gigawatt-scale AI data centers.→
  8. Flow Engineering Hits $750M ValuationFlow Engineering raised a $50 million Series B at a $750 million valuation, co-led by Valor Equity Partners and Atreides Management, to speed up hardware design iteration with AI agents.→
  9. General Intuition Closes $220M At $6.2BGeneral Intuition closed a $220 million round at a $6.2 billion valuation, confirming the mark Pulse reported the company approaching earlier this month.→
  10. Fireworks AI Eyes $30B Valuation, Fal Seeks $20BFireworks AI and Fal are both in talks for new funding rounds that could value the AI-inference startups at up to $30 billion and $20 billion respectively, as enterprise demand for managed inference outside the hyperscalers surges.→

Atreides Management FAQ

What companies has Atreides Management invested in?

Atreides Management's portfolio includes Oxide Computer, CScale, Flow Engineering, Oura, General Intuition, Crusoe, and 9 more tracked companies.

Who does Atreides Management co-invest with most?

In the rounds Value Add tracks, Atreides Management most often invests alongside Valor Equity Partners (8 shared deals), Nvidia (3 shared deals), Riot Ventures (3 shared deals), Sequoia Capital (3 shared deals), Bain Capital Ventures (2 shared deals).

Sources & methodologyshow
Where these figures come from

Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.

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