01 / THE FRONTIER, IN MOTIONSELECTED PORTFOLIO / RECENT MILESTONES
Once imagined Now in motion
The next era is taking shape in workshops, laboratories, and lines of code. Meet the companies bringing it closer.
FIELD NOTE 001 / PHYSICAL INTELLIGENCEFILM COURTESY OF APPTRONIK
APPTRONIKHUMANOID ROBOTICS
Intelligence Made physical
Apollo 2 brings AI into the physical world. Apptronik’s modular humanoid platform is built for real work—and for the real-world learning that robotics needs next.
Lemurian is developing Tachyon, compiler and runtime software designed to move AI workloads across processors and create a more open foundation for what intelligence can become.
Extellis is developing satellite radar based on metasurface antenna technology born from Duke research. Its system is designed to see through clouds and darkness, offering a new way to understand a changing planet.
02 / OUR CONVICTIONCURIOSITY IS ONLY THE BEGINNING
Science is magic Until it changes everything
The extraordinary looks improbable until someone builds it
We’re drawn to that moment: when a scientific breakthrough is real, its commercial future is still taking shape, and a founder is ready to cross the distance.
Exploration has always needed people willing to back a journey before the destination is certain. Today, that journey begins in a lab, a new material, or a machine learning to move.
More capable industries, more resilient societies, and longer, healthier lives. This is why the science matters.
SMALL DISCOVERIES BOUNDLESS CONSEQUENCES
The tools, intelligence, and materials that turn ambitious ideas into a new industrial reality.
Robotics & Automation
Critical Minerals & Materials
Artificial Intelligence
Advanced Manufacturing
04 / OUR PORTFOLIOTHE PEOPLE MAKING POSSIBILITY REAL
The future takes shape
Eight companies tackling extraordinary questions. Meet the founders and technologies changing what humanity can build, protect, and become.
Advanced materials & bioenergy
RevaTerra develops formulations that convert forestry and agricultural residuals into biomass products for energy and industrial applications.
Humanoid robotics
Apptronik develops humanoid robots for physical work. Its Apollo 2 platform supports modular configurations and real-world data collection for robotics AI.
Lemurian Labs is developing Tachyon, a compiler and runtime software platform designed to run AI workloads across different processors and computing environments.
NeuroEM develops wearable devices that deliver non-invasive electromagnetic treatment through a head cap. Its research includes applications for Alzheimer’s disease.
Consumer device launch through Wavium planned for Q4 2026
Earth observation
Extellis is developing satellite radar imaging using metasurface antenna technology originating at Duke University. Its system is designed for day-and-night, all-weather Earth observation.
BoxLock combines connected padlocks with software for industrial access control and digital lockout tagout. Its platform manages access and records activity across sites and equipment.
Physical AI
Sanctuary AI develops physical AI for industrial robotic systems, with a focus on dexterous tasks and support for multiple hardware configurations.
AI conversation training
Call Simulator provides AI-powered conversation simulations for employee training across voice, chat, and in-person scenarios. Teams can create practice scenarios and assess communication performance.
Selected BlueLake investments
05 / WHO WE ARESCIENCE / INDUSTRY / CAPITAL
Conviction needs company
Our team brings experience in technology scouting, research commercialization, strategic investment, and company building, united by a shared instinct to go further.
Jamie focuses on identifying and evaluating emerging technologies at the intersection of scientific innovation and commercial opportunity. Prior to BlueLake, he led strategic venture capital and open innovation at Lenovo and technology scouting and investment initiatives at Dyson, drawing on three decades of experience across technology development and investing.
Chris focuses on investment strategy, company development, and helping emerging technologies scale into durable businesses. Prior to BlueLake, he spent more than 25 years across technology, finance, and strategic planning, including leadership experience at Allscripts and Veradigm and board roles with BoxLock and Call Simulator.
Ethan focuses on identifying and supporting emerging technologies as they move from technical validation toward commercialization. Prior to BlueLake, he worked on academic technology commercialization through The Werner Family Foundation and helped build the startup ecosystem at Scale 2 Miami, organizing its accelerator and angel investor network.
Dan focuses on building relationships with investors and connecting strategic capital with emerging technology opportunities. Prior to BlueLake, he gained experience across private markets, engineering, and entrepreneurship, with an early technical foundation at Pratt & Whitney and IBM.
Kiryl focuses on international strategy, cross-border partnerships, and helping emerging technologies navigate global markets. Prior to BlueLake.vc, he held senior diplomatic, government, and technology leadership roles and spent more than 25 years working across international business, finance, technology, and academia.