Triatomic Capital — Investment Thesis & Preferences

Triatomic Capital Research

Investment Thesis

Triatomic Capital is an early-to-growth stage venture capital firm specializing in century-defining technologies across five core themes: next-generation compute, the automated economy, new materials, engineered biology, and new energy. The firm invests in deep tech and healthcare companies at the intersection of AI infrastructure, life sciences, and transformative technologies. Named after the triatomic hydrogen ion (H3+), a molecule critical to star formation, Triatomic embodies a philosophy of investing in foundational technologies that reshape industries and solve humanity's most challenging problems.

Founded by three industry veterans with deep expertise spanning Google's scale-up execution, healthcare systems transformation, and diversified tech/healthcare investing, Triatomic brings both strategic guidance and operational acumen to its portfolio companies.

Investment Philosophy

Triatomic focuses on infrastructure-oriented, cross-vertical applied AI for physical-world and life-science problems, with particular depth in health-tech and healthcare systems. The firm bridges regulated care with frontier deep-tech, distinguishing itself through:

Sector Specificity: Deep expertise in biotech, healthcare systems, and AI infrastructure
Stage Flexibility: Invests from early-stage exploration through growth rounds ($100K to $25M check sizes)
Operational Value: Leverages founding team's experience at Google, Coatue, and healthcare systems leadership
Geographic Reach: Strong US presence with growing Asia-Pacific (APAC) coverage

Stage Focus and Check Sizes

Preferred Stages: Seed and Series A, with selectivity at other stages

Seed: $1M-$5M investments in companies with validated problem and initial product
Series A: $5M-$25M in companies approaching product-market fit
Pre-Seed: Selective $100K-$500K bets on exceptional founding teams

Check Size Range: $100,000 to $25,000,000

Lead Tendency

Primary: Leads or Co-Leads most investments Secondary: Participates in strongly syndicated rounds with tier-1 co-investors

Recent investment activity shows Triatomic leading and co-leading rounds alongside top-tier investors (Felicis, Spark Capital, Eclipse).

Recent Investment Activity

Triatomic has been actively deploying capital with 18 total investments and strong recent momentum:

December 9, 2025: Seed investment in Edison Scientific ($70M round) - Scientific superintelligence and AI-driven discovery
December 3, 2025: Series A in Efficient ($53.75M round) - Enterprise efficiency AI applications
November 12, 2025: Series C participation in d-Matrix ($275M round) - AI accelerator hardware
October 21, 2025: Series B in Chemify - Digital chemistry and computational drug discovery
May 28, 2025: Series A in Chalk - Real-time data platform for AI inference ($50M Series A led by Felicis)

Portfolio Highlights

Active Portfolio Companies:

Chalk - Real-time data platform for AI inference ($50M Series A, May 2025)
d-Matrix - Digital in-memory compute engine for generative AI ($275M Series C, Nov 2025)
Edison Scientific - Scientific superintelligence for discovery
Chemify - Digital chemistry and computational drug discovery solutions
Elegant Bio (Elegen) - Genetic medicine and scalable DNA synthesis
Manifold Bio - In-vivo therapeutics development platform
Lyten - Advanced materials/supermaterial applications
iPronics - AI networking at optical speeds (€20M Series A, Jan 2025)
Coworker.ai - AI agents for complex workplace tasks

Notable Exits:

Toposware (Acquired by Polygon, June 2024) - Blockchain infrastructure

Team

Jeff Huber, General Partner & Founder

Founding CEO of GRAIL (cancer detection, acquired by Illumina for $10.1B)
13+ years at Google as Senior VP, co-founded Google Life Sciences, led Google Maps
Board: Mammoth Biosciences, Electronic Arts, Upstart, Genalyte (Chairman), Zapata Computing
Education: BS Computer Engineering (U of I), MBA (Harvard), Visiting Scholar Stanford BioEngineering

Steve Hochberg, General Partner

30+ years founding and investing in HealthTech/healthcare companies
Partner at Deerfield Management (2013-present)
Co-founded Ascent Biomedical Ventures (2004)
Vice Chairman, Mount Sinai Health System Board
Education: BS Business Administration (Michigan), MBA (Harvard)

Peter Zhou, General Partner

15+ years investing across technology and healthcare at all stages
Senior Managing Director at Coatue Management (2010-2020)
Board of Trustees, Cancer Research Institute
Education: BS Economics (Harvard, 2007)

Benjamin Li, Head of APAC

Responsible for deal sourcing and investor relations in Asia-Pacific
Former Managing Director at RAM AI (2014-2020)
Education: BS Economics & Psychology (Cornell), MBA (IMD)

Anh Wilson, Head of BD and Investor Relations

Deep experience in business development and investor relations
Specializes in capital formation with institutional investors

Geographic Focus

Primary: US (Palo Alto HQ, New York office presence)
Secondary: SF Bay Area, US regions
Emerging: Asia-Pacific with dedicated team
Opportunistic: Europe for deep-tech and engineering-driven founders

Sector and Technology Focus

Primary Sectors:

Next-Gen Compute - AI compute platforms, memory/storage, chip design automation
Automated Economy - Physical world digitization, automated labor, blockchain
New Materials - Novel materials, computational chemistry, AI-optimized synthesis
Engineered Biology - Novel discovery, automation at scale, precision targeting, genetic medicine
New Energy - Next-gen fission/fusion, energy optimization, storage breakthroughs

Technology Tags:

AI/ML Infrastructure: Core focus across compute, materials discovery, synthetic biology
Biotech Technologies: Genetic engineering, computational chemistry
Hardware: Next-gen compute architectures, semiconductor innovation
Optical/Photonics: Network infrastructure, data center connectivity

Decision and Involvement

Decision Structure: Partnership-based with 3-person GP team Timeline: 6-12 weeks typical for Seed/Series A Involvement: Board seat or observer rights in investments Value Add: Healthcare systems expertise, scaling guidance, founder networks

Fund Status

Status: Actively Deploying with 4-5 significant announcements in 2025 Portfolio Size: 18 total investments Deployment Pace: Strong with multiple follow-on rounds in portfolio

Research Completed: February 8, 2026 Research Method: Website analysis, team background research, portfolio company tracking, news verification Confidence Level: High