Fourth Realm

Fourth Realm is a San Francisco-based venture capital firm investing in early-stage enterprise and industrial innovation startups globally from pre-Seed to pre-IPO. The firm partners with mission-driven founders emphasizing founder-problem-fit across sectors including space, energy, and AI.

Company typePrivate
Founded2020
HeadquartersBoulevard, United States
Headcount1–10
GTM typeB2B
OfferingServices

What Fourth Realm does

Fourth Realm is a San Francisco-based venture capital firm founded in 2019-2020 that invests in early-stage enterprise and industrial innovation companies globally, from pre-Seed through pre-IPO stages. The firm positions its investment thesis around "founder-problem-fit," seeking mission-driven founders with high alignment between their core competencies and the critical needs of their ventures. The firm is led by two General Partners (Jack Coleman and Kendrick Kho) and one Venture Partner (Jordan Croom), with collective experience investing in over 300 startups, and operates with a lean team of 1-10 employees.

The firm's portfolio of approximately 35+ companies spans multiple deep-tech and enterprise verticals, including space technology (SpaceX, STOKE Space Technologies, Varda Space Industries), energy and decarbonization (Universal Hydrogen for hydrogen aviation, Zap Energy for fusion), data infrastructure (Great Expectations, Rubrik, Cohesity, Stripe), AI applications (Fieldguide for audit, Reality Defender for deepfake detection), and other enterprise software and industrial startups. Notable portfolio exits include Laskie (acquired by Twitter/X Corp in 2023), Enable Us (acquired by Mindtickle), and Quo (acquired by HomeBot), demonstrating some realized returns. Fourth Realm co-invests alongside strategic and institutional investors such as Mitsubishi HC Capital, Tencent, GE Aviation, and Marc Benioff's TIME Ventures, indicating access to syndicated rounds in frontier-technology deals.

Fourth Realm does not develop software products, proprietary technology, or AI/ML systems; its offering is investment capital combined with strategic support to portfolio founders. The firm does not publicly disclose fund size, AUM, management fees, LP composition, or revenue. Its marketing and LP-development approach is content-driven, publishing portfolio news through a website "Perspectives" section, maintaining partner LinkedIn profiles for professional networking, and publishing annual year-in-review posts on Medium documenting firm milestones and investment philosophy.

Fourth Realm firmographics

Firmographics

Name: Fourth Realm
Legal name: Fourth Realm
Website: https://fourthrealm.vc
Company type: Private
Founded year: 2020
Operating status: Operating
Headcount range: 1–10 employees
Short description: Fourth Realm is a San Francisco-based venture capital firm investing in early-stage enterprise and industrial innovation startups globally from pre-Seed to pre-IPO. The firm partners with mission-driven founders emphasizing founder-problem-fit across sectors including space, energy, and AI.
Ownership category
akta.pro rank

Fourth Realm industry classification

Industry

Product category: Venture Capital
NAICS: All Other Financial Investment Activities (52399), Funds, Trusts, and Other Financial Vehicles (525), Other Financial Investment Activities (5239)
SIC: Investors, Nec (6799)
akta.pro primary industry: Sector-Focused Venture Capital (Vertical Specialists) (FSANAAAD)

Keywords

Venture capital investing
Early-stage startups
Industrial innovation funding
Enterprise technology investing
Pre-seed to pre-IPO

Where Fourth Realm is headquartered

Location

Headquarters

HQ city: Boulevard
HQ country: United States
HQ region: North America

Markets served

Fourth Realm business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations

Distribution channels1 record

Marketing channels3 records

Fourth Realm product offering

Product offering

Core offering

Fourth Realm is a venture capital firm that invests in early-stage enterprise and industrial innovation companies globally, from pre-Seed through pre-IPO stages. The firm provides capital and strategic support to mission-driven founders, focusing on startups with high founder-problem-fit in sectors that move enterprise and industrial capabilities forward.

Product overview

Fourth Realm is a venture capital firm that invests in early-stage enterprise and industrial innovation companies. The firm does not develop or sell software products; its core offering is investment capital and strategic support to mission-driven founders building transformative companies in the enterprise and industrial sectors. The portfolio includes companies across various sectors including data quality (Great Expectations), AI-powered audit solutions (Fieldguide), hydrogen aviation (Universal Hydrogen), fusion energy (Zap Energy), space technologies (SpaceX, STOKE Space Technologies, Varda Space Industries), and various other enterprise and industrial startups.

Differentiator

Problem solved

Functional benefit

Products and services

Venture Capital Investment Fund

Companies that use Fourth Realm

Customer profile

Segments1 record

Ideal customer profiles1 record

Fourth Realm technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Fourth Realm partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Fourth Realm competitors and assessment

Company assessment

Direct peers

SV Angel: Small, founder-led early-stage investment firm providing seed and pre-seed capital, comparable in team size and check-size range to Fourth Realm.
Bloomberg Beta: Early-stage venture firm with a thesis around enterprise and industrial software, comparable in size, stage, and enterprise focus to Fourth Realm.
Eclipse Ventures: Early-stage venture firm focused on enterprise and industrial innovation, directly comparable to Fourth Realm's industrial-evolution thesis and stage focus.
Innovation Endeavors: Early-stage venture firm with an enterprise and industrial-tech focus, founded by Eric Schmidt, comparable in stage and sector emphasis to Fourth Realm.
Lux Capital: Frontier-tech and deep-science venture firm investing across space, energy, and advanced industrial companies — highly comparable to Fourth Realm's Zap Energy, Varda, and Universal Hydrogen exposure.
DCVC (Data Collective): Venture firm investing in deep-tech and science-driven enterprise companies, with a comparable focus on industrial evolution and engineering-led founders.

Broad incumbents

Founders Fund: Prominent venture firm with deep exposure to space (SpaceX), deep tech, and industrial innovation — directly overlapping Fourth Realm's portfolio categories at a much larger scale.
Khosla Ventures: Large, established venture firm with a significant deep-tech and industrial practice, frequently co-investing in frontier-tech rounds that Fourth Realm also targets.
Andreessen Horowitz: Large, multi-stage venture firm with significant enterprise and deep-tech practices, often leading or co-leading rounds that Fourth Realm participates in as a smaller co-investor.

Emerging players

1517 Fund: Emerging, small-team venture firm backing young founders building companies outside traditional tech hubs, sharing Fourth Realm's small-team, thesis-driven profile.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Fourth Realm financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Fourth Realm leadership team

Management profile

Number of profiles

Profiles3 records

Fourth Realm funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Fourth Realm M&A and investment

M&A and investment

M&A

Investments24 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fourth Realm

What does Fourth Realm do?

Is Fourth Realm a public or private company?

Fourth Realm is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Fourth Realm founded?

Fourth Realm was founded in 2020. It employs 1 to 10 people.

Where is Fourth Realm based?

Fourth Realm is headquartered in Boulevard, United States, in the North America region.

Who are Fourth Realm's main competitors?

Direct peers on record are SV Angel, Bloomberg Beta, Eclipse Ventures, Innovation Endeavors, Lux Capital and DCVC (Data Collective). Broad incumbents are Founders Fund, Khosla Ventures and Andreessen Horowitz. 1517 Fund is listed as an emerging player.

Does Fourth Realm have an API?

No public API is recorded for Fourth Realm.

What industry is Fourth Realm in?

Fourth Realm's product category is Venture Capital. Its primary akta.pro industry code is FSANAAAD, Sector-Focused Venture Capital (Vertical Specialists). Its NAICS code is 52399 and its SIC code is 6799.