Value Add VC tracks 2 companies Bedrock Capital has invested in and 2 venture rounds it took part in (0 as lead).
Bedrock Capital key facts (as of )
| Fact | Value | Source |
|---|---|---|
| Type | Venture capital firm | Value Add VC classification |
| Funds tracked | 1 | Funds table on this page (each fund cites its source) |
| Venture rounds tracked | 2 (led 0, joined 2) 1 in the last 12 months | Recent deals table on this page (each round cites its source) |
| Portfolio companies tracked | 2 | Portfolio list on this page |
Bedrock Capital overview
Bedrock Capital is a New York venture firm associated with investor Geoff Lewis.[1]
Recent deals we track
2Track record: led 0 and participated in 2 of 2 tracked venture rounds · 1 in the last 12 months
| Date | Company | Event | Role | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|---|---|
| Sep 10, 2026 | Mach Industries | Series C extension | Participated | $600M | $3.7B | TechCrunch | |
| Nov 23, 2021 | Vercel | Series D | Participated | $150M | $2.5B | GGV CapitalLeadunverifiedAccelunverifiedBedrock CapitalunverifiedCRVunverifiedGeodesic CapitalunverifiedGreenoaksunverifiedGoogle Ventures (GV)unverified8VCunverifiedSalesforce VenturesunverifiedSV AngelunverifiedTiger Global ManagementunverifiedFlex CapitalLatacora | Vercel |
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At a glance
Bedrock Capital appears in 2 funding rounds tracked by ValueAddVC since 2021. Its most recent tracked deal was Mach Industries' $600M Series C extension round (Sep 10, 2026). ValueAddVC also tracks 1 fund managed by Bedrock Capital.
Bedrock Capital profile
written 2026-10-26Bedrock Capital is a venture firm associated with Geoff Lewis; SEC filings show $118 million across two vehicles in 2017 and later $350 million targets.
What Bedrock Capital does
Bedrock Capital is a venture firm associated with Geoff Lewis, whom TechCrunch calls its founder. We did not find the firm's own website, and no page we read states its stage, sector focus or typical check size. The domain bedrockcapital.co is a different business: it describes itself as a consultancy for managers of private equity, real estate and venture capital funds.[1],[2]
A note on identity. The SEC filings below name the issuers Bedrock Capital I, II and III and an Entrepreneurs Fund II, and list Geoff Lewis Tabachnick and Eric Stromberg as managing members of the general partner. TechCrunch calls Geoff Lewis the founder of Bedrock Capital. No page we opened says outright that the filings belong to Lewis's firm. The match rests on the name and the fund names, so treat the link as likely but unconfirmed.[3],[4],[5],[6],[1]
History
The earliest filing we found is for Bedrock Capital I, LP, organized in Delaware in 2017 with a first sale dated 6 November 2017, together with a parallel vehicle. Its principal address is in New York. Bedrock Capital II, LP and Bedrock Capital Entrepreneurs Fund II, LP were organized in 2019 and give a different New York address, and the 2021 filing for Bedrock Capital III, LP gives an address in Plainview, New York. TechCrunch reports that Lewis led the Series A of the defense company Mach Industries a few months after its June 2023 seed round.[3],[4],[6],[5],[1]
People
Geoff Lewis is the person TechCrunch names as Bedrock's founder. The Form D filings list Geoff Lewis Tabachnick (written Geoffrey Lewis in the Fund III filing) and Eric Stromberg as managing members of the general partner. The Fund I filing names Bedrock Capital GP, LLC as the general partner and Bedrock Fund Management, LLC as the management company. No other partners, staff or biographies appear on the pages we read.[1],[3],[4],[5]
Portfolio and notable investments
Mach Industries is the one investment we can document. TechCrunch reports that Lewis led Mach's $79 million Series A. In June 2025 he joined Keith Rabois of Khosla Ventures to lead a $100 million round at a $470 million valuation, with Sequoia also participating, which TechCrunch said brought Mach's total raised to about $185 million. In September 2026 TechCrunch listed Bedrock Capital among the investors in both tranches of Mach's Series C, a $300 million round at a $1.8 billion valuation and a $600 million extension that raised the valuation to $3.7 billion, alongside Ribbit Capital, Infinite Capital and Sequoia.[1],[7]
Neither article says how much Bedrock itself put into any of these rounds. Mach makes unmanned military vehicles and weapons, including vertical-takeoff drones, long-range strike systems and counter-drone systems. No other portfolio company is confirmed here, so this is not a full portfolio list, and we found no exits.[7]
Strategy
Recent changes
- Sep 10, 2026Sep 10, 2026Invested in Mach Industries (Series C extension, $600M) TechCrunch
- Nov 23, 2021Nov 23, 2021Invested in Vercel (Series D, $150M) Vercel
- Jan 1, 2018Jan 1, 2018New fund: Bedrock Capital Fund I ($122M) Value Add VC funds tracker
Funds
1| Fund | Vintage | Size | Strategy | Source |
|---|---|---|---|---|
| Bedrock Capital Fund I | 2018 | $122M | Flagship | As of 2018Value Add VC funds tracker |
Portfolio
2 totalSector / Stage Activity
Co-Investors
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Latest Pulse
Bedrock Capital FAQ
What stage does Bedrock Capital invest at?
In the rounds Value Add VC tracks, Bedrock Capital's deals were most often Series C extension (1) and Series D (1).
What companies has Bedrock Capital backed?
Companies Value Add VC tracks as Bedrock Capital investments include Mach Industries and Vercel.
Who does Bedrock Capital co-invest with most?
In the rounds Value Add tracks, Bedrock Capital most often invests alongside Khosla Ventures (2 shared deals), 8VC (1 shared deal), Accel (1 shared deal), Adams Street Partners (1 shared deal), BlackRock (1 shared deal).
References
researched 2026-10-24Sources & methodologyshow
- Vercelprimary source1 fact
- TechCrunchmajor outlet1 fact
- Value Add VC funds trackerValue Add VC data1 fact
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.