Geodesic Capital

Geodesic Capital is a venture capital firm that invests in technology companies and helps them enter Japan. Its Approach page says the firm positions itself to find and fund technology companies and to be a conduit into the Japanese market, and its About page says the team is located in Tokyo, Silicon Valley and Washington, D.C.^[1],[2]

Geodesic's newest vehicle, the Geodesic Alliance Fund, focuses on early-stage deep tech and national security companies. The fund's October 2025 founder FAQ lists AI, space, national security and dual-use technologies, robotics, semiconductors, maritime and energy among its current sectors.^[3]

Geodesic's Alliance Fund invests mostly at the Seed, Series A and Series B stages, according to the founder FAQ. The fund says it primarily leads and co-leads rounds with check sizes of $5 million to $10 million. The FAQ gives this check size for the Alliance Fund only, not for Geodesic's earlier funds.^[3]

Geodesic's Alliance Fund says most of its investments will go to U.S. companies with a goal of international expansion, with opportunistic investments in internationally headquartered companies. Geodesic Japan, G.K., a wholly owned subsidiary based in Tokyo, provides market entry and growth support to Geodesic portfolio companies in Japan. The firm lists a Silicon Valley office in Foster City, California.^[3],[4]

Geodesic Capital was founded in 2015 by John Roos, a former U.S. Ambassador to Japan, to build on the connections between Silicon Valley and Japan, according to the firm's About page.^[2]

Geodesic Capital launched the Alliance Fund ten years after its founding. The About page describes it as a fund dedicated to early-stage deep tech, national security and space companies that can strengthen the U.S.-Japan relationship.^[2]

Geodesic Capital says it has raised about $1 billion in assets under management since 2015, in the October 2025 founder FAQ. AsiaTechDaily put the figure at nearly $1 billion across multiple funds when the Alliance Fund's first close was announced in June 2025.^[3],[5],[2]

Geodesic Capital's Insights page carries a 2024 item titled "Nikon and Geodesic Capital Have Established NFocus Fund, a New Private Fund With Nikon as the Anchor Limited Partner." The page shows the title only, and no fund size for NFocus appears in the sources we read.^[6]

Geodesic Capital announced a first close of $250 million for the Geodesic Alliance Fund on June 10, 2025, Via Satellite reported. Limited partners include Japanese corporations and Japanese governmental institutions, and the fund is led by Tom Gillespie with Rayfe Gaspar-Asaoka.^[7]

Form D figures are amounts sold as of each filing date, not final fund sizes. The sources we read do not state the final size of Geodesic's first or second funds, and the roughly $1 billion in total capital is not broken out by fund.^[8],[9],[3]

John Roos is Founding Partner of Geodesic Capital. He served as U.S. Ambassador to Japan from 2009 to 2013, and the team page says he was previously chief executive officer and senior partner of the law firm Wilson Sonsini Goodrich & Rosati.^[2]

Jon Rezneck is a Partner, head of the investment team and COO at Geodesic Capital, and one of the firm's founding members. He covers fintech among other sectors and spent over 10 years as an investment banker at Greenhill & Co. and JP Morgan.^[2]

Matt Fuller is a Partner at Geodesic Capital and leads investor relations, fundraising and international. He was an American diplomat for eight years, ending at the White House National Security Council.^[2]

Tom Gillespie is a Partner and Head of the Alliance Fund at Geodesic Capital. He spent 20 years at In-Q-Tel, where he was a managing partner on the investment team. Rayfe Gaspar-Asaoka, formerly a partner at Canaan Partners, is a Partner in the Alliance Fund.^[2],[7]

Marcus Otsuji is Country Manager of Geodesic Japan, G.K., with over 20 years of experience in IT sales and business development leadership in Japan. The team page also lists Susie Roos (Partner and CAO), Suzanne Basalla (Partner, Alliance Fund), Brent Wu (Partner, investor relations), Will Horyn (Principal) and Justin Yue (Senior Associate).^[2]

Geodesic Capital's portfolio page lists companies including Airbnb, Databricks, Figma, Confluent, HashiCorp, Netskope, Marqeta, Glean and Aurora. It tags Alliance Fund holdings such as Eclipse Space, Firestorm, Grid Aero, Katalyst Space, Mueon, Phoenix Tailings, Portal Space and Smack. The page gives no investment dates, stakes or round sizes.^[10]

Geodesic Capital's home page profiles four portfolio companies. It invested in Databricks in 2017 and in Netskope in 2017, in Figma's Series E in the summer of 2021, and in the Sakana AI round announced in January 2024.^[11]

Geodesic Capital and Mach33 led Portal Space Systems' $50 million Series A, Payload reported in April 2026. Booz Allen Ventures, Ark Invest, AlleyCorp and FUSE also took part.^[12]

Geodesic Capital and Costanoa Ventures led the Series A round for Smack Technologies, a national security AI company, Washington Technology reported in March 2026. Felicis and Bloomberg Beta were among the other participants.^[13]

Geodesic participated in Numeral's $100 million Series C, led by Insight Partners, The Next Web reported on September 23, 2026. Numeral automates sales tax compliance with AI. Geodesic published its own post on the investment the same day.^[14]

Geodesic Capital lists Altruist, a custody and technology platform for independent registered investment advisers, in its portfolio and published a post in April 2025 saying it was excited to partner with the company. In August 2026, Vanguard announced a definitive agreement to acquire Altruist. Terms were not disclosed and the deal was expected to close later in 2026, subject to regulatory approvals. The Vanguard release does not name Geodesic, so this is a pending sale of a portfolio company, not a confirmed Geodesic exit.^{[10],[15],[16]}