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Bedrock
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Bedrock

US venture capital firm participating in the Mach Industries $300M Series C.

Last refreshed: 15 July 2026 · Appears in 1 active topic

Timeline for Bedrock

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Background

Bedrock is a US venture capital firm founded in 2018 by Geoff Lewis and Eric Stromberg, with offices in Los Angeles and Austin. The firm manages approximately $2 billion in assets across concentrated portfolios, investing primarily at Series A and seed stage. Bedrock built its investment thesis around what Lewis coined 'narrative violations': high-potential companies that the mainstream VC consensus had dismissed or overlooked. Portfolio companies include OpenAI, Rippling, Flock Safety, and Vercel; the firm has backed 9 unicorns and seen 5 IPOs. Bedrock's defence-technology exposure through Mach Industries sits alongside its broader frontier-tech allocations.

Bedrock was a pre-existing backer of Mach Industries before the $300m Series c of June 2026, participating alongside new co-leads Infinite Capital and Ribbit Capital, and fellow returning investor Sequoia Capital. The round valued Mach at $1.8bn, a 4x step-up within twelve months.

Common Questions
What is Bedrock Capital known for investing in?
Bedrock Capital, founded by Geoff Lewis in 2018, focuses on 'narrative violations': companies the VC consensus has overlooked. Its portfolio includes OpenAI, Rippling, and Flock Safety. In defence, it is a multi-round backer of Mach Industries.Source: bedrockcap.com / Tracxn
Is Bedrock Capital a new or existing investor in Mach Industries?
Bedrock is a returning investor in Mach Industries, having backed the company before the June 2026 Series c. In that round it participated alongside new co-leads Infinite Capital and Ribbit Capital, and fellow incumbent Sequoia Capital.Source: event
How large is Bedrock Capital as a fund?
Bedrock manages approximately $2bn in assets, with a concentrated strategy typically entering at seed or Series A. It has backed 9 unicorns since founding in 2018.
Source Material
Bedrock Capital on CrunchbaseBedrock Capital