--- title: "24 Logistics Investors in the San Francisco Bay Area (Nov 2026)" last_updated: "2026-11-05" rows: "24" free_rows: "12" source: "SEC filings" canonical: "https://theinvestordatabase.com/lists/logistics-investors-in-san-francisco-bay-area/" --- # 24 logistics investors in the San Francisco Bay Area We list 24 logistics investors in the San Francisco Bay Area as of November 2026: each has an SEC filing on file, and the list was last checked on 5 Nov 2026. The cities with the most head offices on this list are San Francisco (11), Palo Alto (8) and Menlo Park (1). - 24 investors - 12 with a fund filing or dated deal in the last 12 months - $40M median fund size on file (SEC Form D, 21 firms) - 102 named decision-makers on file ## First 12 of 24 logistics investors in the San Francisco Bay Area | Investor | Type | HQ | Stages (our research) | Focus (our research) | Latest fund or deal | Fund size | Checked | Profile | |---|---|---|---|---|---|---|---|---| | Autotech Ventures | VC firm | Menlo Park, CA | Pre-seed, Seed, Series A, Series B | Logistics, Mobility, AI, Fintech | New fund, Aug 2026 | $25M (SEC Form D, 2026) | 2026-11-04 | https://theinvestordatabase.com/investors/third-mind/ | | Leo Capital | VC firm | San Francisco, CA | Pre-seed, Seed | Logistics, AI, Fintech, Insurtech | New deal, Oct 2026 | $20M (SEC Form D, 2026) | 2026-11-04 | https://theinvestordatabase.com/investors/leo-capital/ | | Rebellion Ventures | VC firm | San Francisco, CA | Pre-seed, Seed | Logistics, AI, Industrial Tech, Robotics | New fund, Oct 2026 | $13M (SEC Form D, 2022) | 2026-11-04 | https://theinvestordatabase.com/investors/rebellion-ventures/ | | Schematic Ventures | VC firm | San Francisco, CA | Pre-seed, Seed | Logistics, AI, Industrial Tech, Robotics | New fund, May 2026 | $60M (SEC Form D, 2026) | 2026-11-05 | https://theinvestordatabase.com/investors/schematic-ventures/ | | Atomus Ventures | VC firm | Palo Alto, CA | Growth | Logistics, AI, Hardware | New fund, Sep 2026 | $500M (SEC Form D, 2026) | 2026-11-04 | https://theinvestordatabase.com/investors/atomus-ventures/ | | Capital F | VC firm | Mill Valley, CA | Pre-seed, Seed | Logistics, AI, Healthtech, Climate Tech | New fund, Jul 2026 | $17M (SEC Form D, 2024) | 2026-11-04 | https://theinvestordatabase.com/investors/capital-f/ | | Vertical Venture Partners | VC firm | Palo Alto, CA | Pre-seed, Seed, Series A | Logistics, AI, Fintech, Edtech | New fund, May 2026 | $110M (SEC Form D, 2021) | 2026-11-04 | https://theinvestordatabase.com/investors/vertical-venture-partners/ | | Mangusta Capital | VC firm | San Francisco, CA | Growth | Logistics, AI, Cybersecurity, SaaS | New fund, Oct 2025 | $100M (SEC Form D, 2025) | 2026-11-04 | https://theinvestordatabase.com/investors/mangusta-capital/ | | Manresa | VC firm | San Francisco, CA | Pre-seed, Seed | Logistics, AI, Fintech, Consumer | New deal, Jan 2025 | $40M (SEC Form D, 2021) | 2026-11-05 | https://theinvestordatabase.com/investors/manresa/ | | Arkane Capital | VC firm | San Francisco, CA | Pre-seed | Logistics, Deep Tech, Energy | New fund, Jun 2026 | $21M (SEC Form D, 2025) | 2026-11-04 | https://theinvestordatabase.com/investors/arkane-capital/ | | Eclipse Partners | VC firm | Palo Alto, CA | Seed | Logistics, AI, Robotics, Industrial Tech | New fund, Apr 2026 | $720M (SEC Form D, 2023) | 2026-11-04 | https://theinvestordatabase.com/investors/eclipse-partners/ | | Tuesday Capital | VC firm | San Francisco, CA | Seed | Logistics, AI, Developer Tools, SaaS | New deal, Feb 2025 | $30M (SEC Form D, 2021) | 2026-11-05 | https://theinvestordatabase.com/investors/tuesday-capital/ | You are seeing 12 of 24. The full list adds 12 more investors and 102 named decision-makers. Get all 24 investors and 102 named contacts, $49, one-time: https://theinvestordatabase.com/buy/list/logistics-investors-in-san-francisco-bay-area This page: https://theinvestordatabase.com/lists/logistics-investors-in-san-francisco-bay-area/ ## Method and limits - Source: All 24 rows carry an SEC filing (Form D or Form ADV). All 24 have a website we checked. Filing date and fund size are SEC data where a filing exists. Stage, sector and check size are our research. - Inclusion rule: Organizations that back startups. Individuals, buyout funds and firms we found to be inactive are left out. Sector: the firm states logistics and supply chain as a focus on its own site, or we observed it in the firm's portfolio. Place: head office in the San Francisco Bay Area, matched on city and state. - Order: Activity score out of 100: recency of the latest fund filing or dated deal (35: full marks within 3 months, then stepping down at 6, 12 and 24 months), share of the observed portfolio in this sector (25; half of that when the sector is stated only), stated focus on the US (15: full marks when the firm names the US as where it invests, half when it says global), size of the fund on file on a log scale (15) and completeness of the public record (10). Regional focus is our research, not an SEC figure. It is a measure of activity and fit, not of quality or returns. - Fill rates: Of 24 rows: stage 22, sector 24, fund size 23, website 24. In the paid file: named decision-makers on 24 rows, firm email on 9, LinkedIn page on 14, check size on 2. ## Questions ### How many logistics investors in the San Francisco Bay Area are there? We list 24 as of November 2026. 12 of the 24 have a fund filing or a dated deal in the last 12 months. The cities with the most are San Francisco (11), Palo Alto (8) and Menlo Park (1). ### Which logistics investors in the San Francisco Bay Area raised a new fund in the last 12 months? 10 of the 24 have a fund filing dated in the last 12 months. The most recent on this list are Rebellion Ventures (Oct 2026), Atomus Ventures (Sep 2026) and Autotech Ventures (Aug 2026). ### What is the typical fund size of logistics investors in the San Francisco Bay Area? The median fund size on file for this list is $40M, across the 21 firms with a size on an SEC Form D. The fund on file is each firm's main fund, which is not always its newest. The other 3 do not disclose a size there. ### How do I contact logistics investors in the San Francisco Bay Area? The paid file holds 102 named decision-makers across 24 of these 24 and a firm email for 9. We publish the address a firm lists itself, never a personal email. Each free row links to a profile with the firm's website. ### Where does the data on logistics investors in the San Francisco Bay Area come from? All 24 rows have an SEC filing on file (Form D or Form ADV). Filing date and fund size come from the filing. Stage, sector and check size are our research. Rows on this list were last checked on 5 Nov 2026 at the latest. The whole file is re-verified twice a year.