Builders VC

Builders VC is a San Francisco venture capital firm backing management teams that solve complex, mission-critical problems with technology that transforms legacy systems and reshapes essential industries. The firm invests across Pre-Seed, Seed, Series A and Series B+ rounds, with sector coverage spanning Aerospace and Defense, Digital Health, Consumer and Fintech alongside adjacent industrial categories.

The posture is deliberately unfashionable. Builders argues that great returns come from the revolution of existing industries rather than from trend-chasing, and it concentrates where incumbent systems still run on paper, spreadsheets and disconnected hardware. The portfolio reflects that. Fieldwire brought construction field management online before being acquired. Performance Livestock Analytics built data systems for cattle operations. Timbereye digitizes the timber trade. NeuroFlow manages behavioral health across large provider networks. Navier is electrifying maritime transport, Upside works on consumer spending economics, and Colossal applies synthetic biology at the species level. Clay, a go-to-market platform, raised a $115 million Series D, and Atoms, an industrial robotics and AI company, has raised $1.7 billion.

Capital comes through a steady mid-sized fund program rather than one flagship. SEC filings show Fund I targeting $200 million from 2016, a Canadian parallel vehicle and an entrepreneurs fund beside it, and a Fund II pair that reported $235.9 million sold across 57 investors in 2021. Fund III filed in January 2024. The firm works from 601 California Street in San Francisco and does not disclose assets under management.