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BlueYard Capital

DEUSGBFRNLSECHATBEPLPTNOFIESOtherDeep TechAI/MLCybersecurityBio/PharmaFintechDevtoolsOther

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Investment thesis

BlueYard Capital invests in only two kinds of technologies: those that move humanity toward utopia, and those that hold the line against oblivion. The firm backs n-of-1 visions for an era of Black Swans—unconventional companies solving civilization-scale problems that others dismiss as too early, too risky, or too misunderstood. BlueYard focuses on 'fabric-layer' deep-tech areas including computation & intelligence, engineering, aerospace & defense, biology & chemistry, and crypto—technologies that most people won't ever see or know about but that will shape the next decades. With a thesis-driven and contrarian approach, the firm manages $500M across three fund generations and leads or co-leads pre-seed to Series A rounds of $500K–$5M.

Notable quotes

When lots of other VCs say, oh, no, this is too early, or this will never be venture capital, then we say this is probably one for us.

Ciarán O'Leary · Newcomer (newcomer.co) — 'EXCLUSIVE: BlueYard Capital Returns Data Shows a 7x Markup on its First Fund' · 2025

We invest in only two kinds of technologies: those that move us toward utopia, and those that hold the line against oblivion.

BlueYard Capital (firm) · BlueYard Capital website (blueyard.com) — Investment Manifesto

Big shoes to fill. Fortunate to learn from great partners Ciarán O'Leary, Jason D. Whitmire, David Byrd and Chad Fowler.

Mike Wax · LinkedIn post — Michael Wax on joining BlueYard · 2025

Recent investments

CompanyRoundSizeDate
CastelionSeries B$350m2025-12
CorintisSeries A$24m2025-09
ChemifySeries B$50m2025-10
Protocol Labs / FilecoinSeed / ICO$205m2017
PrivySeed2022
GroqSeed2019
IonQSeed2019
FlashbotsSeries A2022
Marvel FusionSeed2020
IngonyamaSeed$21m2024-01

Frequent co-investors

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