Deep Tech Investment Group · Est. 2015
Stake Capital Group builds and invests at the frontier of physics, computation, and markets.
Frontier AI, compute infrastructure, defense and aerospace, cryptography, and the life sciences. More than 200 investments from the earliest stages, with presence across Europe and the US.
E ≥ kBT ln 2 · computation is physical
Markets efficiently price business risk and badly price physics risk. We underwrite what others cannot evaluate.
Computation is physical
Every bit flipped dissipates energy. Intelligence at scale is an energy and infrastructure problem before it is a software problem. We invest down the entire stack.
Trust is mathematics
Cryptography enforces agreements with number theory rather than lawyers. Systems whose guarantees are proofs compound in value as the world becomes adversarial.
Engineering risk is the moat
The durable returns of this decade sit behind problems that take rare teams years to solve. We back fusion-grade engineering, not feature velocity.
Selected from 200+ investments since 2015. For the complete record, write to contact@stake.capital. Press ⌘K to search.
Operator-led. We invest, build, and run the infrastructure ourselves, and advise the transactions that consolidate the frontier.
Deep Tech Fund
A concentrated early-stage vehicle entering at first-institutional valuations, hands-on from round structuring to follow-on strategy.
Infrastructure
Production-grade compute and validation infrastructure across 30+ networks, with a growing footprint in AI inference.
Studio
We incubate and co-found companies where we see a technical gap the market has not yet priced.
Advisory
Protocol design, cryptographic engineering, and strategy for leading technology companies, including Zama, Curve, Backed, and Morpho.
M&A
Sell-side and buy-side advisory for deep tech and digital asset companies: acquisitions, strategic exits, and secondaries, executed by principals who have sat on both sides of the table.
Our edge comes from having built the systems ourselves. Over a decade we invested in the first cryptographic networks, derived the market-making invariants that clear billions in daily volume, originated the liquid staking concept, and operated infrastructure across 30+ networks in production. When scaling laws redefined the economics of computation, we redirected that engineering depth toward the full deep tech spectrum.
Condensation
Distributed systems, from first principles.
Crystallization
Deriving the invariants of open finance.
State change
The pivot to compute.
Expansion
Deep tech, full spectrum.
Building against a hard constraint?
We back exceptional engineers and scientists early, and we move quickly.
contact@stake.capital